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Join host Chip Kispert, Founder and Managing Partner at Beacon Strategies, for compelling conversations with some of the wealth management industry’s brightest minds and most innovative visionaries. In thirty minutes or less, you’ll explore the future of enterprise wealth management with those helping to shape it. Expect passionate discussions about the biggest issues impacting wealth firms today, including marketing, cybersecurity, talent retention, data management, client experience and so ...
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Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving…
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Alan Moore is the CEO and Co-founder of AdvicePay, a platform that facilitates compliant payment processing for financial advisors offering fee-for-service financial planning. Under his leadership, AdvicePay has revolutionized how financial planners are compensated, addressing the limitations of traditional commission-based models and enabling scal…
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Chip Kispert is the Founder and Managing Partner of Beacon Strategies, LLC, a consulting firm that helps wealth management companies streamline operations and integrate technology solutions. With decades of experience in the financial services industry, Chip specializes in bridging the gap between wealth management firms and solution providers. He …
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Todd Cooper is the Chief Revenue Officer at TIFIN AG, which leverages artificial intelligence to enhance wealth management outcomes by providing data-driven solutions for client acquisition, retention, and growth. With extensive experience in the wealth management technology sector, Todd has played pivotal roles in launching innovative financial pl…
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Pem Guerry is the Executive Vice President at SIGNiX, the largest provider of digital signatures in North America. He possesses a wide range of financial, marketing, and technology management experience in the private and public sectors. Previously, Pem served as Assistant Commissioner of finance and administration for Tennessee, where he managed t…
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Patrick Hannon is the VP of SaaS Commercialization at Fidelity Labs, where he leverages his vast experience in financial technology to create and execute go-to-market strategies. With a history of positions at companies like Nitrogen (formerly known as Riskalyze) and Advicent (now part of InvestCloud), he offers a deep understanding of enterprise w…
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Artificial Intelligence: A Lot of Hype, But Will it Change Wealth Management in a Meaningful Way?
19:54
Geoff Moore is the Chief Information Officer at Valmark Financial Group, a leader in the financial services industry since 1963, specializing in life insurance, equity, investment advisory, risk management, and retirement plan products for top financial advisors. With over 20 years of experience in financial services and technology, Geoff works to …
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Beacon Flash: Unveiling the Future of Wealth Tech Innovation – A Conversation with Michelle Feinstein, Salesforce
25:06
Are you ready to peek into the future of wealth tech innovation? Buckle up, because our latest Beacon Flash podcast episode features none other than Michelle Feinstein, the esteemed Vice President and General Manager of Financial Services Group at Salesforce. She takes us on a thrilling journey, revealing the groundbreaking advancements at the rece…
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Beacon Flash: Navigating Longevity Planning for Your Clients’ Financial Futures - A Conversation with Frank McAleer
19:59
In the latest Beacon Flash podcast episode, Frank and Beacon Strategies’ Managing Partner Chip Kispert discuss how longevity planning differs from traditional financial planning, the challenges it addresses, and the gap it fills. Of course, longevity planning also presents challenges for advisors, and Frank explores how this new approach requires e…
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Beacon Flash: Navigating Complexity to Simplify Wealth Management, a Conversation with Aaron Klein
27:01
The most successful advisors know that the ever-evolving world of wealth management is a people-driven business. With investors entrusting their life savings to their advisors, strong relationships are key. And for Aaron Klein, CEO of Nitrogen, simplifying complex financial concepts and guiding clients towards informed decision-making is a crucial …
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The conversation around AI keeps gaining momentum, and for today’s advisor, it’s something that can be tapped for a variety of uses. In the latest Beacon Flash podcast, we’re looking at one particular use – data collection. CEO of Quik Forms Richard Walker joins Beacon Strategies’ Managing Partner Chip Kispert for a fascinating discussion on data m…
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Beacon Flash: Beyond Numbers: Using Communication to Drive Advisor/Client Relationships, a Conversation with Brendan Kenalty
25:32
The advisor-client relationship has evolved from the days of an annual face-to-face meeting. Today’s investors expect more communication, and more personalized communication, from their financial advisors, who are under pressure to be readily accessible, proactive and well informed at all times. This is something that ReachStack’s CMO, Data Scienti…
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Beacon Flash: Using Technology to Create a Safe Haven for Investments - A Conversation with Matt Radgowski, Halo Investing
26:41
With the pace of innovation in financial services, today’s advisors have an array of tools at their fingertips. But using those tools in the right way to manage a client’s portfolio can be daunting. They’re looking for positive outcomes, manageable costs, and minimized risk. For Matt Radgowski, COO of Halo Investing, helping advisors and investors …
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Beacon Flash: The Art of Differentiation in the Advisor Marketplace - A Conversation with Ken Hullings, LPL Financial
24:25
The advisor marketplace is in a state of flux. The question is, where is the market heading in this ever-changing ecosystem? And what trends should advisors be paying attention to the most? It’s something that Ken Hullings, LPL Financial’s Executive VP of Enterprise Business Development, is in a prime position to speak about. Ken’s team takes a per…
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Beacon Flash: Building the Bridge Between Generating Wealth and Meeting Financial Goals - A Conversation with Sheryl O’Connor, IncomeConductor
27:10
In a piece of music, the bridge acts as a connector – true to its name – often bringing together the chorus and the verse. For Sheryl O’Connor, professional musician turned CEO and founder of IncomeConductor, financial planning is the bridge in wealth management. “How do clients generate wealth through investing? And how do they use that wealth to …
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Beacon Flash: Tips on Cybersecurity from a Tech Enthusiast - A Conversation with Geoff Moore, Valmark Financial Group
24:02
Cybersecurity can keep us up at night. It’s always a major concern for advisors, even when you feel like you’ve done everything right to the best of your ability. It can feel like a never-ending battle. FINRA keeps the pressure on advisors to uphold the most rigorous cybersecurity protocols, but it isn’t just them. From your firm to your clients, e…
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Beacon Flash: Five Marketing Non-Negotiables of Winning Firms - A Conversation with Kelly Waltrich, Intention.ly
19:39
Fintech and financial services marketing has always been Kelly Waltrich’s playground. From her days as a CMO at major players eMoney and Orion to her new role as co-founder and CEO of the marketing and growth engine design firm, Intention.ly, Kelly has not only seen the evolution of marketing in the financial services space, she’s helped to drive i…
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Beacon Flash: Charitable Giving and a Personalized Client Experience - A Conversation with Niharika Shah, TIFIN Wealth
22:36
A recent Fidelity Charitable study indicates that advisors who have added charitable giving to their suite of services have experienced 3x growth (approximately 30% more assets) than advisory practices that don’t offer charitable giving. In a recent conversation on the Beacon Flash Podcast, Niharikah Shah, EVP, Chief Growth Officer at TIFIN Wealth …
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Beacon Flash: The Data Problem is an Octopus - A Conversation with Sid Yenamandra, Surge Ventures' CEO and Founder
28:18
Sid Yenamandra is no stranger to data complexities. As the CEO and founder of Entreda, he’s spent more than a decade focused on helping advisors and broker-dealers navigate what he calls the ‘Wild West’ of cybersecurity and compliance. But still, he believes, the wealth management industry is only scratching the surface of its data management probl…
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Beacon Flash: Culture Of Compliance - A Conversation With Aaron Spradlin, United Planners’ CIO
23:27
With SEC and FINRA regulations constantly evolving and new, more sophisticated cyber threats emerging every day, cybersecurity and compliance are becoming increasingly top of mind for financial advisory firms. On a recent Beacon Flash Podcast episode, Beacon Strategies’ Managing Partner Chip Kispert sat down with Aaron Spradlin, Chief Information O…
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Beacon Flash: The Changing Demands of Running an Enterprise Wealth Firm - A Conversation with Charles Reiling, Coastal-One
17:07
Today, Chip Kispert had a terrific Beacon Flash Podcast with Charles Reiling, CEO of Coastal-One. Charles shared his thoughts on a range of topics including the growing focus on wealth technology, advisor wants, and more. This podcast is two longtime friends talking about the changing dynamics within the wealth business.…
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Beacon Flash: Evolving from a Practice to a Business - A Conversation with Tony Mazzali, CG Financial Services
21:32
Today, Chip Kispert had a terrific Beacon Flash Podcast with Tony Mazzali, CEO of CG Financial Services. Our conversation focused on the collision of forces changing advisory wealth management. The race to relevance for tomorrow's wealth firm is impacted by private equity, fintech, evolving client expectations and service models, and several other …
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Por Chip Kispert | Marc Butler
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Catch the BEACON FLASH as they shine a light on the future of Enterprise Wealth Management. And here what the future holds for this show (and this rapidly changing industry).Por Chip Kispert
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