))
Join host Chip Kispert, Founder and Managing Partner at Beacon Strategies, for compelling conversations with some of the wealth management industry’s brightest minds and most innovative visionaries. In thirty minutes or less, you’ll explore the future of enterprise wealth management with those helping to shape it. Expect passionate discussions about the biggest issues impacting wealth firms today, including marketing, cybersecurity, talent retention, data management, client experience and so ...
…
continue reading
1
What is Next for Wealth Management? A Conversation With Fidelity Labs’ Patrick Hannon
23:18
23:18
Play later
Play later
Lists
Like
Liked
23:18
Patrick Hannon is the VP of SaaS Commercialization at Fidelity Labs, where he leverages his vast experience in financial technology to create and execute go-to-market strategies. With a history of positions at companies like Nitrogen (formerly known as Riskalyze) and Advicent (now part of InvestCloud), he offers a deep understanding of enterprise w…
…
continue reading
1
Artificial Intelligence: A Lot of Hype, But Will it Change Wealth Management in a Meaningful Way?
19:54
19:54
Play later
Play later
Lists
Like
Liked
19:54
Geoff Moore is the Chief Information Officer at Valmark Financial Group, a leader in the financial services industry since 1963, specializing in life insurance, equity, investment advisory, risk management, and retirement plan products for top financial advisors. With over 20 years of experience in financial services and technology, Geoff works to …
…
continue reading
1
Beacon Flash: Unveiling the Future of Wealth Tech Innovation – A Conversation with Michelle Feinstein, Salesforce
25:06
25:06
Play later
Play later
Lists
Like
Liked
25:06
Are you ready to peek into the future of wealth tech innovation? Buckle up, because our latest Beacon Flash podcast episode features none other than Michelle Feinstein, the esteemed Vice President and General Manager of Financial Services Group at Salesforce. She takes us on a thrilling journey, revealing the groundbreaking advancements at the rece…
…
continue reading
1
Beacon Flash: Navigating Longevity Planning for Your Clients’ Financial Futures - A Conversation with Frank McAleer
19:59
19:59
Play later
Play later
Lists
Like
Liked
19:59
In the latest Beacon Flash podcast episode, Frank and Beacon Strategies’ Managing Partner Chip Kispert discuss how longevity planning differs from traditional financial planning, the challenges it addresses, and the gap it fills. Of course, longevity planning also presents challenges for advisors, and Frank explores how this new approach requires e…
…
continue reading
1
Beacon Flash: Navigating Complexity to Simplify Wealth Management, a Conversation with Aaron Klein
27:01
27:01
Play later
Play later
Lists
Like
Liked
27:01
The most successful advisors know that the ever-evolving world of wealth management is a people-driven business. With investors entrusting their life savings to their advisors, strong relationships are key. And for Aaron Klein, CEO of Nitrogen, simplifying complex financial concepts and guiding clients towards informed decision-making is a crucial …
…
continue reading
1
Beacon Flash: Navigating The Data Revolution - A Conversation with Richard Walker
28:07
28:07
Play later
Play later
Lists
Like
Liked
28:07
The conversation around AI keeps gaining momentum, and for today’s advisor, it’s something that can be tapped for a variety of uses. In the latest Beacon Flash podcast, we’re looking at one particular use – data collection. CEO of Quik Forms Richard Walker joins Beacon Strategies’ Managing Partner Chip Kispert for a fascinating discussion on data m…
…
continue reading
1
Beacon Flash: Beyond Numbers: Using Communication to Drive Advisor/Client Relationships, a Conversation with Brendan Kenalty
25:32
25:32
Play later
Play later
Lists
Like
Liked
25:32
The advisor-client relationship has evolved from the days of an annual face-to-face meeting. Today’s investors expect more communication, and more personalized communication, from their financial advisors, who are under pressure to be readily accessible, proactive and well informed at all times. This is something that ReachStack’s CMO, Data Scienti…
…
continue reading
1
Beacon Flash: Using Technology to Create a Safe Haven for Investments - A Conversation with Matt Radgowski, Halo Investing
26:41
26:41
Play later
Play later
Lists
Like
Liked
26:41
With the pace of innovation in financial services, today’s advisors have an array of tools at their fingertips. But using those tools in the right way to manage a client’s portfolio can be daunting. They’re looking for positive outcomes, manageable costs, and minimized risk. For Matt Radgowski, COO of Halo Investing, helping advisors and investors …
…
continue reading
1
Beacon Flash: The Art of Differentiation in the Advisor Marketplace - A Conversation with Ken Hullings, LPL Financial
24:25
24:25
Play later
Play later
Lists
Like
Liked
24:25
The advisor marketplace is in a state of flux. The question is, where is the market heading in this ever-changing ecosystem? And what trends should advisors be paying attention to the most? It’s something that Ken Hullings, LPL Financial’s Executive VP of Enterprise Business Development, is in a prime position to speak about. Ken’s team takes a per…
…
continue reading
1
Beacon Flash: Building the Bridge Between Generating Wealth and Meeting Financial Goals - A Conversation with Sheryl O’Connor, IncomeConductor
27:10
27:10
Play later
Play later
Lists
Like
Liked
27:10
In a piece of music, the bridge acts as a connector – true to its name – often bringing together the chorus and the verse. For Sheryl O’Connor, professional musician turned CEO and founder of IncomeConductor, financial planning is the bridge in wealth management. “How do clients generate wealth through investing? And how do they use that wealth to …
…
continue reading
1
Beacon Flash: Tips on Cybersecurity from a Tech Enthusiast - A Conversation with Geoff Moore, Valmark Financial Group
24:02
24:02
Play later
Play later
Lists
Like
Liked
24:02
Cybersecurity can keep us up at night. It’s always a major concern for advisors, even when you feel like you’ve done everything right to the best of your ability. It can feel like a never-ending battle. FINRA keeps the pressure on advisors to uphold the most rigorous cybersecurity protocols, but it isn’t just them. From your firm to your clients, e…
…
continue reading
1
Beacon Flash: Five Marketing Non-Negotiables of Winning Firms - A Conversation with Kelly Waltrich, Intention.ly
19:39
19:39
Play later
Play later
Lists
Like
Liked
19:39
Fintech and financial services marketing has always been Kelly Waltrich’s playground. From her days as a CMO at major players eMoney and Orion to her new role as co-founder and CEO of the marketing and growth engine design firm, Intention.ly, Kelly has not only seen the evolution of marketing in the financial services space, she’s helped to drive i…
…
continue reading
1
Beacon Flash: Charitable Giving and a Personalized Client Experience - A Conversation with Niharika Shah, TIFIN Wealth
22:36
22:36
Play later
Play later
Lists
Like
Liked
22:36
A recent Fidelity Charitable study indicates that advisors who have added charitable giving to their suite of services have experienced 3x growth (approximately 30% more assets) than advisory practices that don’t offer charitable giving. In a recent conversation on the Beacon Flash Podcast, Niharikah Shah, EVP, Chief Growth Officer at TIFIN Wealth …
…
continue reading
1
Beacon Flash: The Data Problem is an Octopus - A Conversation with Sid Yenamandra, Surge Ventures' CEO and Founder
28:18
28:18
Play later
Play later
Lists
Like
Liked
28:18
Sid Yenamandra is no stranger to data complexities. As the CEO and founder of Entreda, he’s spent more than a decade focused on helping advisors and broker-dealers navigate what he calls the ‘Wild West’ of cybersecurity and compliance. But still, he believes, the wealth management industry is only scratching the surface of its data management probl…
…
continue reading
1
Beacon Flash: Culture Of Compliance - A Conversation With Aaron Spradlin, United Planners’ CIO
23:27
23:27
Play later
Play later
Lists
Like
Liked
23:27
With SEC and FINRA regulations constantly evolving and new, more sophisticated cyber threats emerging every day, cybersecurity and compliance are becoming increasingly top of mind for financial advisory firms. On a recent Beacon Flash Podcast episode, Beacon Strategies’ Managing Partner Chip Kispert sat down with Aaron Spradlin, Chief Information O…
…
continue reading
1
Beacon Flash: The Changing Demands of Running an Enterprise Wealth Firm - A Conversation with Charles Reiling, Coastal-One
17:07
17:07
Play later
Play later
Lists
Like
Liked
17:07
Today, Chip Kispert had a terrific Beacon Flash Podcast with Charles Reiling, CEO of Coastal-One. Charles shared his thoughts on a range of topics including the growing focus on wealth technology, advisor wants, and more. This podcast is two longtime friends talking about the changing dynamics within the wealth business.…
…
continue reading
1
Beacon Flash: Evolving from a Practice to a Business - A Conversation with Tony Mazzali, CG Financial Services
21:32
21:32
Play later
Play later
Lists
Like
Liked
21:32
Today, Chip Kispert had a terrific Beacon Flash Podcast with Tony Mazzali, CEO of CG Financial Services. Our conversation focused on the collision of forces changing advisory wealth management. The race to relevance for tomorrow's wealth firm is impacted by private equity, fintech, evolving client expectations and service models, and several other …
…
continue reading
1
Beacon Flash: A Conversation with Marc Butler, Skience
19:28
19:28
Play later
Play later
Lists
Like
Liked
19:28
By Chip Kispert | Marc Butler
…
continue reading
1
Beacon Flash: Meet Chip Kispert and His New Show
20:39
20:39
Play later
Play later
Lists
Like
Liked
20:39
Catch the BEACON FLASH as they shine a light on the future of Enterprise Wealth Management. And here what the future holds for this show (and this rapidly changing industry).By Chip Kispert
…
continue reading
