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 …
Artificial intelligence is shaking up wealth management, but how do you separate hype from what’s actually useful? In this episode, Chip Kispert sits down with Geoff Moore, Chief Information Officer at ValMark Securities, to talk about how his firm is weaving AI into real processes without losing sight of what matters most: people. From early …
What happens when IRS tax data meets AI in the middle of an advisor shortage? In this episode of Beacon: 1% Better Every Day, host Chip Kispert sits down with Kevin Knull, CFP®, and Browning Mank of TaxStatus to explore how their platform is reshaping advisor growth strategies and client service models. Kevin shares his …
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 …