Beacon 1% Better Everyday
Welcome to Beacon 1% Better Every Day, hosted by Chip Kispert founder of Beacon Strategies. This podcast is for wealth management professionals who are curious, ready to break free from outdated methods and drive meaningful progress in their business. Chi
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Recent Episodes
Building Modern Marketing Momentum with Nick Ilev (Ep. 10)
Progress often begins with understanding how people think and how their choices take shape. Firms today face more noise, more channels, and more competition...
The Future of Wealth Management: What’s Next in Tech & Finance with Michelle Feinstein (Ep. 9)
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...
Driving Growth with Authentic Marketing and AI with Robert Sofia (Ep. 6)
Marketing in wealth management is evolving faster than ever, with new technology, client expectations, and competitive pressures reshaping how firms...
Bringing AI Safely into Finance with Geoff Moore (Ep. 7)
Artificial intelligence is shaking up wealth management, but how do you separate hype from what’s actually useful?
In this episode, Chip...
How Better and More Complete Data and AI Help Advisors Get 1% Better Every Day (Ep. 6)
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...
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