Month: May 2026

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Modernizing Wealth Management Without Losing Your Culture with Anthony Bueti (Ep. 16)

Modernizing Wealth Management Without Losing Your Culture with Anthony Bueti (Ep. 16)

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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 wealth management industry. From supporting educators with retirement planning to navigating large-scale operational and technology changes, Anthony shares how Lincoln focuses on steady improvement while staying true to its advisor-centric culture.

The conversation explores the independent-advisor landscape, why process and change management matter more than most firms realize, and how leadership teams can drive long-term growth without sacrificing relationships. Anthony also shares thoughtful insights on culture, collaboration, and why the people’s side of change is often harder than the technology itself.

Chip and Anthony talked about:

  • How Lincoln Investment Planning evolved while protecting its advisor-focused culture
  • Why change management matters more than technology implementation
  • Supporting both 403(b) educators and high-net-worth clients at scale
  • The role of process improvement in operational transformation
  • Building credibility through consistent, incremental progress
  • And more!

Resources:

Connect with Chip Kispert

 

Connect with Anthony Bueti

About Our Guest:

Anthony Bueti is a senior operations executive with more than 25 years of experience leading enterprise operations, service, and transformation initiatives in the financial services industry. He currently serves as Chief Operating Officer and Executive Vice President at Lincoln Investment Planning, LLC, where he oversees firmwide Operations and Service functions and provides strategic leadership for initiatives that enhance advisor and client experience, strengthen operational controls, and support scalable growth. Since joining Lincoln Investment in 2015, Anthony has progressed through multiple senior leadership roles and is widely recognized for driving operational excellence, risk management, and cross-functional alignment. His prior experience includes senior operations leadership roles at J.P. Morgan Chase, Pershing (BNY Mellon), and PNC.

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From Admin to Growth: How AI Is Reshaping Financial Advice with Parker Ence (Ep. 15)

From Admin to Growth: How AI Is Reshaping Financial Advice with Parker Ence (Ep. 15)

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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 sits down with Parker Ence, CEO and co-founder of Jump, to explore how AI is reshaping the wealth management industry in real time. What started as a simple idea to eliminate CRM data entry has quickly evolved into a broader AI-driven system helping advisors streamline meeting prep, automate follow-ups, and improve documentation.

Parker shares how advisors are reclaiming hours in their day and reinvesting that time into deeper client relationships and business growth. The conversation also highlights a shift happening across the industry, where compliance teams are beginning to support AI adoption due to stronger, more consistent documentation.

As the pace of technology accelerates, this episode challenges advisors to rethink how they operate, adapt, and stay relevant in a world where speed, personalization, and human connection all matter more than ever.

Talking points:

  • AI’s role in reducing administrative workload for advisors
  • How Jump evolved from a CRM tool to an AI operating system
  • Why compliance teams are starting to embrace AI tools
  • How advisors are using saved time to drive growth and focus on client relationships
  • The rise of AI in detecting new client opportunities and referrals
  • What the future of advisor-client relationships may look like
  • Why firms need to act now instead of waiting for AI adoption
  • And more!

Resources:

Connect with Chip Kispert

Connect with Parker Ence

About Our Guest:

Parker Ence is the CEO and Co-Founder of Jump, the leading AI-powered operating system designed to support financial advisors by automating meeting workflows, improving documentation, and helping identify growth opportunities. With a background in fintech and experience working with AI at scale, Parker and Jump are focused on helping advisors combine technology with human connection to better serve clients.

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