Beacon 1% Better Everyday

How can wealth management leaders prepare for advisor retirements without losing the client relationships their firms have spent decades building? In this episode, Chip Kispert speaks with Ferian Nickelson, chief operating officer at VestGen Wealth Partners, about financial advisor succession planning and the people, data, and technology firms need to support advisor retirements and client transitions. Ferian explains why clean, reliable client data must come before AI, how disconnected technolo

Growth through acquisition can look impressive from the outside, but the harder work begins when people, systems, and cultures have to come together. How can firms grow without losing trust or the human side of the business? In this episode, Chip Kispert speaks with Chrissy Lee, Chief Operating Officer at Merit Financial Advisors, about integrating acquired firms with care. Chrissy explains how transition teams, training, culture, and communication help new employees and clients feel supported f

Is your CRM helping advisors serve clients and complete work, or is your team still relying on workarounds? In this episode of Beacon 1% Better Every Day, Chip Kispert speaks with Willie Mullen, Senior Vice President of Sales at Wealthbox, about CRM adoption, AI, and operational efficiency in wealth management. Willie explains why a CRM for financial advisors must be intuitive enough for the entire team to use, how AI-powered workflows could improve advisor productivity and collaboration, and wh

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

Technology is changing how financial professionals work, but not every AI solution is built on the same foundation. What separates tools that create real efficiency from those that simply add another layer of complexity? And how can firms prepare for a future where AI handles more of the administrative workload? In this episode, Chip Kispert speaks with Darren Tedesco, President of Advisor360°, and Scott Freeland, VP of Product Management for the Enterprise Suite at Advisor360°, about the future

Things are moving faster than ever in wealth management. New technologies, growing regulatory expectations, cybersecurity concerns, and increasing amounts of data are forcing firms to rethink how they operate. In this conversation, Chip Kispert sits down with Sid Yenamandra, CEO and Founder of SurgeONE.ai, to discuss what it takes for firms to keep up in an environment of constant change. Drawing on his experience helping financial services organizations modernize their technology and compliance