Beacon 1% Better Everyday

Beacon 1% Better Everyday


From Translator to Trusted Partner: How Beacon Strategies Bridges the Wealth Tech Divide

August 19, 2025

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 deep partnership with wealth firms and providers. Chip reflects on 19 years of running Beacon Strategies, the power of independence, and what it really means to help a client, sometimes by walking away, and sometimes by diving back in. This isn’t about selling services. It’s about solving problems.

What to expect:

  • Why translating between wealth firms and providers still matters
  • How culture shapes every client engagement
  • Lessons from Beacon’s early wins—and quiet exits
  • The hidden cost of tech fatigue and how Beacon helps firms cut through the noise

Connect with Chip Kispert