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 This podcast is for wealth management professionals who are curious, ready to break free from outdated methods and drive meaningful progress in their business.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

Recent Episodes

How Better and More Complete Data and AI Help Advisors Get 1% Better Every Day (Ep. 6)

Posted October 21, 2025 • 00:34:51

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...

Rebuilding Trust in Wealth: How Couplr AI Is Transforming Lead Generation with Human Connection (Ep. 5)

Posted October 1, 2025 • 00:28:42

When Derek Notman, CFP®, launched Couplr AI, it wasn’t just about building a better lead gen platform; it was about bringing human connection back...

Building Championship Teams in WealthTech (Ep. 4)

Posted September 16, 2025 • 00:26:22

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,...

Solving Tech Fatigue in Wealth Management: Building Smarter Systems and Better Experiences

Posted September 2, 2025 • 00:23:11

The explosion of wealth tech tools has left many advisory firms buried under layers of disconnected systems, and the resulting tech fatigue is real.

In...

From Translator to Trusted Partner: How Beacon Strategies Bridges the Wealth Tech Divide

Posted August 19, 2025 • 00:22:26

What if the secret to long-term success wasn’t disruption, but translation?

In this episode of Beacon: 1% Better Every Day, Chip Kispert...