Month: August 2025
From Translator to Trusted Partner: How Beacon Strategies Bridges the Wealth Tech Divide

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

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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

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Building Trust, Breaking Norms: How Chip Kispert Is Reshaping Wealth Management

Building Trust, Breaking Norms: How Chip Kispert Is Reshaping Wealth Management

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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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