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 This podcast is for wealth management professionals who are curious, ready to break free from outdated methods and drive meaningful progress in their business.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

The Tech Stack Myth: Why More Software Isn’t the Answer With Ryan George (Ep. 11)

Posted March 10, 2026 • 00:34:22

Progress often starts with a hard look at what is actually working, not what looks good on a vendor slide. Wealth firms keep buying more technology,...

Building Modern Marketing Momentum with Nick Ilev (Ep. 10)

Posted January 13, 2026 • 00:30:11

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)

Posted December 11, 2025 • 00:36:48

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)

Posted November 11, 2025 • 00:34:29

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)

Posted November 4, 2025 • 00:33:50

Artificial intelligence is shaking up wealth management, but how do you separate hype from what’s actually useful?

In this episode, Chip...