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Beacon Flash

Chip Kispert

24 episodes

4 months ago

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...

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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...

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Episodes (20/24)

Beacon Flash

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...

1 year ago

19 minutes

Beacon Flash

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...

1 year ago

25 minutes

Beacon Flash

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...

1 year ago

15 minutes

Beacon Flash

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...

1 year ago

26 minutes

Beacon Flash

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...

1 year ago

25 minutes

Beacon Flash

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...

1 year ago

23 minutes

Beacon Flash

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...

1 year ago

19 minutes

Beacon Flash

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...

1 year ago

25 minutes

Beacon Flash

Beacon Flash: Navigating Longevity Planning for Your Clients’ Financial Futures - A Conversation with Frank McAleer

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 empathetic communication to resonate with clients. It’s about the importance of planning for the inevitable changes in life and guiding clients thr...

2 years ago

19 minutes

Beacon Flash

Beacon Flash: Navigating Complexity to Simplify Wealth Management, a Conversation with Aaron Klein

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 part of building those relationships. "Some of the most successful advisors that I've seen really innately understand that clients are hiring the...

2 years ago

27 minutes

Beacon Flash

Beacon Flash: Navigating The Data Revolution - A Conversation with Richard Walker

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 management innovation and the evolving landscape of data gathering. Let’s face it, the investor journey comes with a lot of form filling, and that’...

2 years ago

28 minutes

Beacon Flash

Beacon Flash: Beyond Numbers: Using Communication to Drive Advisor/Client Relationships, a Conversation with Brendan Kenalty

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 Scientist, and Advisor Content Strategist Brendan Kenalty understands deeply. “We need to scale up the communication, so the question becomes, how do we d...

2 years ago

25 minutes

Beacon Flash

Beacon Flash: Using Technology to Create a Safe Haven for Investments - A Conversation with Matt Radgowski, Halo Investing

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 achieve their goals through the development of pioneering solutions is what drives him. And powerful outcomes require powerful tools. ...

2 years ago

26 minutes

Beacon Flash

Beacon Flash: The Art of Differentiation in the Advisor Marketplace - A Conversation with Ken Hullings, LPL Financial

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 personal, consultative approach to helping wealth management executives and leaders to enable them meet their objectives and then some. Thanks to conv...

2 years ago

24 minutes

Beacon Flash

Beacon Flash: Building the Bridge Between Generating Wealth and Meeting Financial Goals - A Conversation with Sheryl O’Connor, IncomeConductor

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 meet their goals, which usually involve saving, spending, and passing that wealth on to others?” On a recent Beacon Flash podcast episode with Beac...

2 years ago

27 minutes

Beacon Flash

Beacon Flash: Tips on Cybersecurity from a Tech Enthusiast - A Conversation with Geoff Moore, Valmark Financial Group

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, everyone is hyper-focused on ensuring private financial data is always secure. Fortunately for advisors, there are people like Geoff Moore. As Chief...

2 years ago

24 minutes

Beacon Flash

Beacon Flash: Five Marketing Non-Negotiables of Winning Firms - A Conversation with Kelly Waltrich, Intention.ly

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 it. And what she’s seeing now, working with over 35 financial services and financial technology firms to transform the role of marketing...

2 years ago

19 minutes

Beacon Flash

Beacon Flash: Charitable Giving and a Personalized Client Experience - A Conversation with Niharika Shah, TIFIN Wealth

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 told host and managing partner of Beacon Strategies, Chip Kispert, why she believes this is the case. Charitable giving, Shah explained, give...

2 years ago

22 minutes

Beacon Flash

Beacon Flash: The Data Problem is an Octopus - A Conversation with Sid Yenamandra, Surge Ventures' CEO and Founder

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 problem. On a recent Beacon Flash Podcast episode, Beacon Strategies’ Managing Partner Chip Kispert sat down with Yenamandra for a conversation about ...

2 years ago

28 minutes

Beacon Flash

Beacon Flash: Culture Of Compliance - A Conversation With Aaron Spradlin, United Planners’ CIO

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 Officer at United Planners, for a conversation about what it means to create a ‘culture of compliance,’ why it’s so important, and how United Plann...

2 years ago

23 minutes