Providing Strategic Support to Broker-Dealers and Asset Managers with Chip Kispert

The need for strategic support is critical for broker-dealers and asset managers. In particular, the competitive pressures of the changing market landscape, digital transformation, and the need to continuously meet clients' evolving needs require an ongoing and robust dialogue between service providers and their clients.

In this episode, George and Ryan talk with Chip Kispert, Managing Partner at Beacon Strategies. Chip is a 20-year veteran of the broker-dealer and asset management marketplace. Having founded Beacon Strategies in 2006, Chip established the firm as an independent thought-leadership vessel providing research, consulting, and forums for its clients.

As an expert in the broker-dealer and advisor industries, Chip talks with George and Ryan about the value broker-dealers bring to wealth management, the innovation Chips sees among broker-dealers, and why succession planning is important.

Key Takeaways