Tag: WealthTech

FEATURED IMAGE
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURED IMAGE
The Tech Stack Myth: Why More Software Isn’t the Answer With Ryan George (Ep. 11)

The Tech Stack Myth: Why More Software Isn’t the Answer With Ryan George (Ep. 11)

By |

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, to unpack the tech stack myth in wealth management. They talk about why tech sprawl is creating friction instead of freedom, how AI can support operations and compliance without putting client data at risk, and why unstructured data has become a hidden liability that can hurt valuation, regulatory readiness, and M&A outcomes. Ryan also shares why the industry is closer to the “wealth transfer wave” than most people think, and what advisory firms may need to rethink as servicing models evolve.

Ryan discusses:

  • Why does more software rarely fix a broken process, and how simplification becomes a real competitive advantage
  • How AI is shifting from standalone tools to embedded capability, and why many firms are still hesitant to adopt
  • What “data health” looks like in practice, and how unstructured archives can create real compliance and operational risk
  • Why poor data hygiene can drag M&A timelines and impact valuation, and what acquirers are starting to pay for
  • How the advisor role may change as automation reduces admin work, and why human connection becomes even more valuable
  • Why marketing works best when it connects emotionally, not when it adds more noise to the inbox
  • And more!

Resources:

Connect with Chip Kispert

Connect with Ryan George:

About Our Guest:

Ryan George is the Chief Marketing Officer at Docupace, a firm that supports broker-dealers, RIAs, and hybrid firms with workflow, operations, and compliance technology. He brings a sharp, practical perspective on how firms can reduce friction, improve data quality, and build systems that support both advisors and enterprise leaders. Ryan is known for his candid take on industry trends and his focus on what actually moves the business forward.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURED IMAGE
Building Championship Teams in WealthTech (Ep. 4)

Building Championship Teams in WealthTech (Ep. 4)

By |

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 of experience, Dave shares why Advyzon’s single-source-code platform and culture of execution stands out to him, and how the firm is redefining enterprise partnerships. It’s not about selling solutions; it’s about solving real enterprise challenges. Dave also opens up about his leadership philosophy, his love for baseball, and why servant leadership and follow-through are at the heart of real client success.

What to expect:

  • How to spot and build championship-caliber teams
  • Advyzon’s tech edge in a crowded platform market
  • The leadership mindset that drives enterprise growth
  • Why partnership is more than a buzzword

Resources:

Connect with Chip Kispert

Connect with Dave Goes:

About Our Guest:

Dave Goes is President of Enterprise Sales at Advyzon, and is instrumental in expanding the company’s reach into larger-scale wealth enterprises, including regional broker-dealers, banks, and insurance BDs. Dave’s expertise is pivotal to Advyzon’s mission to provide exceptional technology and unmatched service in the financial advisory sector.

Dave is a seasoned executive with over 28 years of experience in the financial services industry. Prior to joining Advyzon, Dave held several transformational senior leadership roles at Morningstar, where he significantly contributed to the growth of the firm’s large enterprise client base.

Dave earned a BS in Psychology from St Joseph’s. In his spare time, Dave enjoys spending time with his three teenage children, working out, playing baseball, and traveling.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More