When Derek Notman, CFP®, launched Couplr AI, it wasn’t 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 advisor turned fintech founder, about what’s broken in traditional lead generation and how his …
When Dave Goes made the leap from Morningstar to Advyzon, it wasn’t 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 teams and great platforms in today’s wealth management space. With nearly three decades …
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 how firms can regain control over their data and tech stacks. From legacy system …
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 …
Some people build firms. Others build trust. Chip Kispert does both, and in doing so, he’s 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 an obsession with listening shaped both his leadership and the Beacon Strategies business …
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 This podcast is for wealth management professionals who are curious, ready to break free from outdated methods and drive meaningful progress in their business. Chip is on a mission to partner with you to challenge the status quo, create more …