Beacon Flash

Jul 23 2024
Beacon Flash Podcast artwork

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.

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

Jul 23 2024 23 mins  
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 m

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

Jul 02 2024 19 mins  
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

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

Nov 30 2023 25 mins  
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

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

Sep 21 2023 19 mins  
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 resona

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

Sep 07 2023 27 mins  
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 relationship

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

Aug 24 2023 28 mins  
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

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

May 25 2023 25 mins  
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 Strateg

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

May 04 2023 26 mins  
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

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

Apr 20 2023 24 mins  
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

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

Mar 21 2023 27 mins  
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 usu