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 long

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 acro

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

Artificial intelligence is shaking up wealth management, but how do you separate hype from whats 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 we

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 adv

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, Chip Kispert talks with Derek, a former top-producing ad

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 Enterprise Solutions at Advyzon, to explore what makes winning

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

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 story of why he built a consultancy that prioritizes list

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 Lehman Brothers mentor, a love for problem-solving, and