How can financial advisors use AI to improve the client experience without creating more administrative work? As AI continues to reshape wealth management, many advisory firms are asking where technology can create meaningful value and where the human element still matters most. In this episode of Beacon 1% Better Every Day, Chip Kispert welcomes Steven …
Technology is changing how financial professionals work, but not every AI solution is built on the same foundation. What separates tools that create real efficiency from those that simply add another layer of complexity? And how can firms prepare for a future where AI handles more of the administrative workload? In this episode, Chip Kispert …
Things are moving faster than ever in wealth management. New technologies, growing regulatory expectations, cybersecurity concerns, and increasing amounts of data are forcing firms to rethink how they operate. In this conversation, Chip Kispert sits down with Sid Yenamandra, CEO and Founder of SurgeONE.ai, to discuss what it takes for firms to keep up in …
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 Langlois, Managing Partner …
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 …
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, Chip Kispert …
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 …
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 …
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 …
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, …