Beacon Flash

Chip Kispert
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Beacon Flash

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 much more.

  1. 11/05/2024

    The Next Generation of Advisors Is Here!

    Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving innovation in the wealth management industry. Previously starting her career at the SEC, Colleen has a passion for travel and cultural exploration...

    20 min

  2. 10/22/2024

    No Such Thing as Free Financial Planning!

    Alan Moore is the CEO and Co-founder of AdvicePay, a platform that facilitates compliant payment processing for financial advisors offering fee-for-service financial planning. Under his leadership, AdvicePay has revolutionized how financial planners are compensated, addressing the limitations of traditional commission-based models and enabling scalable solutions for larger firms. As an advocate for fee-for-service financial planning, Alan is dedicated to helping advisors move away from tradit...

    25 min

  3. 10/01/2024

    The Future of Wealth Management: Technology, Trends, and Tactics With Chip Kispert

    Chip Kispert is the Founder and Managing Partner of Beacon Strategies, LLC, a consulting firm that helps wealth management companies streamline operations and integrate technology solutions. With decades of experience in the financial services industry, Chip specializes in bridging the gap between wealth management firms and solution providers. He has led numerous initiatives and is the creator of Beacon’s exclusive roundtable series, where industry leaders gather to discuss emerging trends a...

    16 min

  4. 09/03/2024

    The Advisor and AI

    Todd Cooper is the Chief Revenue Officer at TIFIN AG, which leverages artificial intelligence to enhance wealth management outcomes by providing data-driven solutions for client acquisition, retention, and growth. With extensive experience in the wealth management technology sector, Todd has played pivotal roles in launching innovative financial platforms and services at companies like Prudential, Envestnet, and LPL Financial. At TIFIN AG, he focuses on helping wealth management enterprises a...

    27 min

  5. 07/30/2024

    E-Signature - An Integral Component of Wealth Management

    Pem Guerry is the Executive Vice President at SIGNiX, the largest provider of digital signatures in North America. He possesses a wide range of financial, marketing, and technology management experience in the private and public sectors. Previously, Pem served as Assistant Commissioner of finance and administration for Tennessee, where he managed the state’s overall technology resources. Before starting his career, he played on a professional tennis tour and traveled the world. In this episod...

    25 min

  6. 07/23/2024

    What is Next for Wealth Management? A Conversation With Fidelity Labs’ Patrick Hannon

    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 wealth management. Patrick values mentorship highly, helping young professionals in their career development. He is a thought leader in the industry...

    23 min
  7. Artificial Intelligence: A Lot of Hype, But Will it Change Wealth Management in a Meaningful Way?

    07/03/2024

    Artificial Intelligence: A Lot of Hype, But Will it Change Wealth Management in a Meaningful Way?

    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 enhance operational efficiency and streamline processes at Valmark. He leads initiatives across cybersecurity, expansion through recruitment, and o...

    20 min
  8. Beacon Flash: Unveiling the Future of Wealth Tech Innovation – A Conversation with Michelle Feinstein, Salesforce

    11/30/2023

    Beacon Flash: Unveiling the Future of Wealth Tech Innovation – A Conversation with Michelle Feinstein, Salesforce

    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 recent Dreamforce event, including the cutting-edge Einstein Co-Pilot, an expanded data cloud strategy, and the integration of personal financial manag...

    25 min
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About

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 much more.

Information

  • Creator
    Chip Kispert
  • Years Active
    2023 - 2024
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © 2024 Beacon Flash
  • Show Website
    Beacon Flash

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