Building Trust, Breaking Norms: How Chip Kispert Is Reshaping Wealth Management
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 he’s built. You’ll also hear how Chip reimagined industry events through his Beacon Roundtables, creating a space where competitors become collaborators and ideas flow like family dinner conversations.
What to expect:
- The story behind Beacon Strategies (founding) mission and values
- How Chip’s background shaped his leadership mindset
- Why curiosity and listening fuel innovation
- What the Beacon Roundtables are really like — and (why they matter) the impact they have on all that attend
Listen in to meet the heart behind Beacon Strategies and the mission to help wealth firms and providers get 1% better every day.
Connect with Chip Kispert
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