When Derek Notman, CFP, launched Couplr AI, it wasnt just about building a better lead gen platform; it was about bringing human connection back to the center of financial advice. In this episode, C

When Dave Goes made the leap from Morningstar to Advyzon, it wasnt just about technology. It was about joining a winning team. In this episode, Chip Kispert sits down with Dave, President of Enterpri

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 O

What if the secret to long-term success wasnt disruption, but translation? In this episode of Beacon: 1% Better Every Day, Chip Kispert takes us behind the scenes of Beacon Strategies, sharing the st

Some people build firms. Others build trust. Chip Kispert does both, and in doing so, hes changing how wealth firms and fintechs grow together. In this episode, Chip shares how early lessons from a L

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 This podcast is for wealth management professionals who are curious, ready to break free from outdated metho