Knowledge Base

Getting Started

• First-time Log In to Discussion Board
• Listen to a Recorded Call

Documents and Templates

• Adding New Files to Database
• Jobs Board Attachments
• Shared Documents & Templates

Webinar Archive

• Webinar (2018-01) - Tom Giachetti on "Stark & Stark's Compliance Update"
• Webinar (2018-05) - RightSize Solutions on Cybersecurity
• Webinar (2018-05) - Yosef Colish on "Continuous Advancement & Perpetual Growth"
• Webinar (2018-07) – Matt Sonnen (PFI Advisors) on “Harnessing M&A Strategies for Growth”
• Webinar (2018-10) – Kevin Woodard (Dinsmore Compliance) on “SEC High Priorities - Elder Abuse & Share Class Initiative”
• Webinar (2018-12) – Caleb Brown (New Planner Recruiting) on “Winning the War on Talent”
• Webinar (2019-02) – Adria Rosebrock (Hamilton Capital) presents “Training Program for Advisors”
• Webinar (2019-03-08) – Scott Krawitz (PDSI) presents “Marketing and Technology: Maximizing Your Marketing ROI”
• Webinar (2019-03-25) – Brad Felix & Will Lundstrom (Truepoint) present “Innovation in Wealth Mgmt"
• Webinar (2019-04-22) – Jim Starcev (Nexa Insights) presents “Client Surveys"
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FAQs

• Adding Members of Your Firm to HIFON's Online Access
• Frequently Asked Questions (FAQs) of Members
• Updating Credit Card Info

PR / News

• Kitces FA Success Podcast w/ Shaun Kapusinski
• Two free issues of Inside Information

Help

• Jobs Board: How to Have a Job Posted
• Moderator Guidelines & Best Practices
• Update Your Discussion Board Notifications