HeyJaredBeacon 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 This podcast is for wealth management professionals who are curious, ready to break free from outdated methods and drive meaningful progress in their business.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 9, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Why Advisors Still Don’t Use Their CRM with Willie Mullen (Ep. 21) (opens the original)
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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 Advisory Firms Can Use AI Without Losing the Human Client Experience Ft. Steven Latow (Ep. 20) (opens the original)
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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
The Future of AI in Wealth Management with Darren Tedesco & Scott Freeland (Ep. 19) (opens the original)
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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
How AI Is Changing Compliance in Wealth Management with Sid Yenamandra (Ep. 18) (opens the original)
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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
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