Beacon 1% Better Everyday
Welcome to Beacon 1% Better Every Day, hosted by Chip Kispert founder of Beacon Strategies. This podcast is for wealth management professionals who are curious, ready to break free from outdated methods and drive meaningful progress in their business. Chip is on a mission to partner with you to challenge the status quo, create more collaborative practices, and help you evolve your firm in a rapidly changing industry. Each episode feels like a seat at a Beacon Roundtable – real talk, fresh and current perspectives, and powerful stories of growth and empowerment. Tune in as Chip shares his professional insights and invites industry leaders to help you become 1% better every day, unlocking new opportunities and pushing for lasting change.
Episodes
Before investment returns, AI tools, and succession planning strategies, great financial advice still comes down to people. Stephen Langlois shares why the advisors who will thrive in the future are the ones helping clients achieve meaningful life goals, build lasting relationships, and create value far beyond portfolio performance.
In this episode, Stephen Lang...
What happens when a firm modernizes without losing the culture that made it successful in the first place?
In this episode of Beacon 1% Better Every Day, Chip Kispert sits down with Anthony Bueti, Chief Operating Officer and Executive Vice President of Lincoln Investment Planning, to talk about the real challenges behind transformation in the wealth management i...
AI may be the biggest operational shift wealth management has seen in years, but its real value is not just speed. It is what that speed unlocks: better advisor capacity and time, stronger documentation, and more room for human connection where it matters most.
In this episode of Beacon: 1% Better Every Day
It rarely starts with a bold decision; it starts with a quiet realization.
In this episode of Beacon 1% Better Every Day, Chip Kispert sits down with Brian Hamburger, founder and CEO of MarketCounsel and Chief Counsel of the Hamburger Law Firm, who discusses the complexities financial advisors face when considering transitioning from a wirehouse to an independen...
What if the real ROI of technology isn’t efficiency, but time?
In this conversation, Chip Kispert sits down with Rich Whalen, VP of Technology Strategy and Execution at Equity Services, Inc., to unpack how the right technology strategy can give advisors something far more valuable than speed: space to focus on clients. From his early days as an advisor to ...
What does AI actually look like inside a modern wealth management firm, and where is it creating real impact today?
In this conversation, Chip Kispert sits down with Brad Goodman, COO of Apollon Wealth Management, to unpack how fast-growing firms are using AI to streamline operations, improve advisor efficiency, and scale without losing what matters most: ...
Progress often starts with a hard look at what is actually working, not what looks good on a vendor slide. Wealth firms keep buying more technology, yet advisors still juggle too many logins, duplicate data entry, and workflows held together by workarounds.
In this episode, Chip Kispert sits down with Ryan George, CMO of Docupace, to unpack the tech stack myth i...
Progress often begins with understanding how people think and how their choices take shape. Firms today face more noise, more channels, and more competition than ever.
How do you reach people in a way that feels clear and genuine? How do you adapt to longer research paths and shifting expectations?
In this episode, Chip Kis...
The wealth management industry is at a crossroads, and those who fail to adapt will get left behind.
In this episode, Chip Kispert welcomes back Michelle Feinstein, General Manager of Financial Services at Salesforce. With three decades of experience across Pershing, BNY Mellon, and Salesforce, Michelle offers an insider’s look at how firms can modernize, ...
Marketing in wealth management is evolving faster than ever, with new technology, client expectations, and competitive pressures reshaping how firms grow.
In this episode of Beacon 1% Better Every Day, Chip Kispert speaks with Robert Sofia, CEO of Snappy Kraken, about the state of marketing in wealth management and how firms can accelerate growth. Robert shares ...
Artificial intelligence is shaking up wealth management, but how do you separate hype from what’s actually useful?
In this episode, Chip Kispert sits down with Geoff Moore, Chief Information Officer at ValMark Securities, to talk about how his firm is weaving AI into real processes without losing sight of what matters most: people.
What happens when IRS tax data meets AI in the middle of an advisor shortage?
In this episode of Beacon: 1% Better Every Day, host Chip Kispert sits down with Kevin Knull, CFP®, and Browning Mank of TaxStatus to explore how their platform is reshaping advisor growth strategies and clie...
When Derek Notman, CFP®, launched Couplr AI, it wasn’t just about building a better lead gen platform; it was about bringing human connection back to the center of financial advice.
In this episode, Chip Kispert talks with Derek, a former top-producing advisor turned fintech founder, about what’s broken in traditional lead generation and how his team...
When Dave Goes made the leap from Morningstar to Advyzon, it wasn’t just about technology. It was about joining a winning team.
In this episode, Chip Kispert sits down with Dave, President of Enterprise Solutions at Advyzon, to explore what makes winning teams and great platforms in today’s wealth management space.
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The explosion of wealth tech tools has left many advisory firms buried under layers of disconnected systems, and the resulting tech fatigue is real.
In this episode, Chip Kispert sits down with Mike Overdorf, President of The Sycamore Company, to discuss how firms can regain control over their data and tech stacks. From legacy system challenges to the next evolu...
What if the secret to long-term success wasn’t disruption, but translation?
In this episode of Beacon: 1% Better Every Day, Chip Kispert takes us behind the scenes of Beacon Strategies, sharing the story of why he built a consultancy that prioritizes listening, independence, and ...
Some people build firms. Others build trust. Chip Kispert does both, and in doing so, he’s changing how wealth firms and fintechs grow together.
In this episode, Chip shares how early lessons from a Lehman Brothers mentor, a love for problem...
Welcome to Beacon 1% Better Every Day, hosted by Chip Kispert founder of Beacon Strategies. This podcast is for wealth management professionals who are curious, ready to break free from outdated methods and drive meaningful progress in their business. Chip is on a mission to partner with you to challenge the status quo, create more collaborative practices, and help you evolve your firm in a rapidly c...
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