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, …
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 longer research paths and shifting expectations? In this episode, Chip Kispert …
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 across Pershing, BNY Mellon, and Salesforce, Michelle offers an insider’s look at how firms can modernize, …
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 Kraken, about the state of marketing in wealth management and how firms can accelerate growth. Robert …