The Customer Wins Connecting Wealth Management Firms and Solution Providers With Chip Kispert
Chip Kispert is the Founder and Managing Partner of Beacon Strategies, LLC, a consulting firm servicing broker-dealers, asset managers, and supporting vendors. He is a 20-year veteran of the broker-dealer and asset management marketplace. Chip specializes in data management-centric supply strategy and implementation expertise in the form of infrastructure evolution. Before Beacon, he was Vice-President of Sales for Trust Company of America and held senior sales and business development roles at Fidelity Investments for four years.
In this episode…The enterprise wealth management industry is constantly evolving, posing obstacles and opportunities. As an advisor, how can you identify and avoid these impediments and make your firm more profitable and productive?
According to Chip Kispert, it's fundamental for an advisor to collaborate with enterprise wealth firm leaders, marketplace solution providers, and other prominent industry experts. For this to happen, they need support, people who can coach them through disruptive times, aligning business strategy and vision. He shares his journey as the bridge between enterprise wealth firms and solution providers.
In this episode of The Customer Wins, Richard Walker sits down with Chip Kispert, Founder and Managing Partner of Beacon Strategies, LLC, to discuss how to be relevant in the dynamic enterprise wealth management industry. Chip explains how Beacon Strategies help wealth management firms, the value of understanding your own processes, the challenges advisors want to solve, and the Beacon Strategies’ roundtables.