Tag: Advisor Productivity

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Why Advisors Still Don’t Use Their CRM with Willie Mullen (Ep. 21)

Why Advisors Still Don’t Use Their CRM with Willie Mullen (Ep. 21)

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Is your CRM helping advisors serve clients and complete work, or is your team still relying on workarounds?

In this episode of Beacon 1% Better Every Day, Chip Kispert speaks with Willie Mullen, Senior Vice President of Sales at Wealthbox, about CRM adoption, AI, and operational efficiency in wealth management. Willie explains why a CRM for financial advisors must be intuitive enough for the entire team to use, how AI-powered workflows could improve advisor productivity and collaboration, and why CRM migration is an operating model decision, not simply a technology replacement. They also examine automation, compliance controls, audit trails, and what advisory firms should expect from the next generation of wealth management technology.

Listen in to learn:

  • Why usability can determine whether a wealth management CRM is adopted
  • How CRM can become a system of action, not only a system of record
  • What firms should evaluate before starting a CRM migration
  • How AI could support team collaboration while meeting compliance requirements
  • And more!

Resources:

Connect with Chip Kispert

Connect with Willie Mullen:

About Our Guest:

Willie Mullen is Senior Vice President of Sales at Wealthbox, a CRM platform designed for financial advisors, enterprise wealth management firms, and broker-dealers. He works with advisory firms to improve CRM adoption, simplify technology transitions, and build more efficient operating models. Willie brings a practical perspective to conversations about advisor technology, artificial intelligence, workflow automation, team collaboration, and compliance. His work focuses on helping firms use CRM technology as more than a system of record, turning it into a platform that supports action, productivity, and growth.

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How Advisory Firms Can Use AI Without Losing the Human Client Experience Ft. Steven Latow (Ep. 20)

How Advisory Firms Can Use AI Without Losing the Human Client Experience Ft. Steven Latow (Ep. 20)

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How can financial advisors use AI to improve the client experience without creating more administrative work?

As AI continues to reshape wealth management, many advisory firms are asking where technology can create meaningful value and where the human element still matters most. In this episode of Beacon 1% Better Every Day, Chip Kispert welcomes Steven Latow, Chief Strategy Officer at Zocks, to explore how clean client data, connected workflows, and AI-powered tools can help advisors spend less time on manual processes and more time building stronger client relationships. They also discuss why the firms that prepare their data today may be better positioned to adapt as AI continues to evolve.

What to expect:

  • Why clean, structured client data is becoming the foundation for successful AI adoption in wealth management.
  • How AI meeting assistants are evolving beyond note-taking to improve advisor workflows and client records.
  • Why disconnected CRM systems and manual processes create friction for advisors and clients alike.
  • And more!

Whether you’re leading an RIA, broker-dealer, or independent advisory firm, this conversation offers practical insights into how AI, better data, and stronger operational processes can help your team deliver a more efficient and connected client experience while growing your business.

Explore more conversations from Beacon 1% Better Every Day for practical ideas on advisor growth, operational excellence, technology, leadership, and the future of wealth management.

Resources:

Connect with Chip Kispert

Connect with Steven Latow

About Our Guest:

Steven Latow is the Chief Strategy Officer at Zocks, where he helps shape AI solutions designed specifically for financial advisors. In this conversation, he shares insights on client data, advisor workflows, AI adoption, and how technology can enhance, rather than replace, the human side of financial advice.

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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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