Shows
The Al Galdi PodcastEpisode 1,108: why Jayden Daniels will not be a "one-hit wonder" as questioned by Cam Newton and moreCommanders: breakdown of why Commanders quarterback Jayden Daniels does not profile as a one-year wonder off former NFL quarterback Cam Newton raising the issue of Daniels potentially being a "one-hit wonder" a la former Redskins quarterback Robert Griffin III Guest: Greg Finberg of Bullets Forever with analysis of the Wizards' 2025 offseason so far, including the Wizards now having nine players taken in the first rounds of the last three NBA Drafts, the intellect behind the Wizards having so many second-round NBA Draft picks, what the Wizards' usage of their ample salary-cap space in the 2026 offseason l...2025-07-0850 min
Beacon FlashThe Next Generation of Advisors Is Here!Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving innovation in the wealth management industry. Previously starting her career at the SEC, Colleen has a passion for travel and cultural exploration with her family. In her role, she emphasizes the importance of moving beyond traditional technology focuses to deliver holistic, enriching experiences for both advisors and their clients. In t...2024-11-0519 minBeacon FlashNo Such Thing as Free Financial Planning!Alan Moore is the CEO and Co-founder of AdvicePay, a platform that facilitates compliant payment processing for financial advisors offering fee-for-service financial planning. Under his leadership, AdvicePay has revolutionized how financial planners are compensated, addressing the limitations of traditional commission-based models and enabling scalable solutions for larger firms. As an advocate for fee-for-service financial planning, Alan is dedicated to helping advisors move away from traditional asset management models. With a degree in financial planning from the University of Georgia, Alan has a background in running his own RIA firm, where he focused on serving next-generation clients....2024-10-2225 minBeacon FlashThe Future of Wealth Management: Technology, Trends, and Tactics With Chip KispertChip Kispert is the Founder and Managing Partner of Beacon Strategies, LLC, a consulting firm that helps wealth management companies streamline operations and integrate technology solutions. With decades of experience in the financial services industry, Chip specializes in bridging the gap between wealth management firms and solution providers. He has led numerous initiatives and is the creator of Beacon’s exclusive roundtable series, where industry leaders gather to discuss emerging trends and challenges in the field.In this episode…The wealth management industry is evolving rapidly. Advisors face new challenges, from managing complex clie...2024-10-0115 minBeacon FlashThe Advisor and AITodd Cooper is the Chief Revenue Officer at TIFIN AG, which leverages artificial intelligence to enhance wealth management outcomes by providing data-driven solutions for client acquisition, retention, and growth. With extensive experience in the wealth management technology sector, Todd has played pivotal roles in launching innovative financial platforms and services at companies like Prudential, Envestnet, and LPL Financial. At TIFIN AG, he focuses on helping wealth management enterprises adopt cutting-edge AI technologies to drive organic growth and improve client outcomes. In this episode…In an industry where technology is rapidly reshaping the landscape, fin...2024-09-0326 minBeacon FlashE-Signature - An Integral Component of Wealth ManagementPem Guerry is the Executive Vice President at SIGNiX, the largest provider of digital signatures in North America. He possesses a wide range of financial, marketing, and technology management experience in the private and public sectors. Previously, Pem served as Assistant Commissioner of finance and administration for Tennessee, where he managed the state’s overall technology resources. Before starting his career, he played on a professional tennis tour and traveled the world.In this episode…E-signatures are rapidly becoming a staple in our daily lives, revolutionizing how we handle documentation and transactions. As thei...2024-07-3025 minBeacon FlashWhat is Next for Wealth Management? A Conversation With Fidelity Labs’ Patrick HannonPatrick 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 mentorship highly, helping young professionals in their career development. He is a thought leader in the industry, known for his strategic focus on integrating technology into financial planning and compliance. In this episode…The world of wealth mana...2024-07-2323 min
Beacon FlashArtificial Intelligence: A Lot of Hype, But Will it Change Wealth Management in a Meaningful Way?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 streamline processes at Valmark. He leads initiatives across cybersecurity, expansion through recruitment, and operational ease, utilizing a team of skilled developers, testers, project managers, and business analysts. Passionate about staying abreast of the latest technological tools and methodologies, Geoff drives Valmark’s continuous improvement and innovation....2024-07-0319 min
Beacon FlashBeacon Flash: Unveiling the Future of Wealth Tech Innovation – A Conversation with Michelle Feinstein, SalesforceAre 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 cutting-edge Einstein Co-Pilot, an expanded data cloud strategy, and the integration of personal financial management in their industry-leading financial services cloud. Looking for answers on how technology is morphing the wealth management industry? Feast your mind on our enlightening c...2023-11-3025 minBeacon FlashBeacon Flash: Navigating Longevity Planning for Your Clients’ Financial Futures - A Conversation with Frank McAleerIn 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 resonate with clients. It’s about the importance of planning for the inevitable changes in life and guiding clients through the complexities of healthcare and caregiving, ultimately enhancing the client-advisor relationship.“If you offer this to your clients, you will differentiate yourself from t...2023-09-2119 min
Beacon FlashBeacon Flash: Navigating Complexity to Simplify Wealth Management, a Conversation with Aaron KleinThe 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 relationships."Some of the most successful advisors that I've seen really innately understand that clients are hiring them to take over the important and the complex, to really guide them past the complexity into the simplicity," he said during a conversation with...2023-09-0727 minBeacon FlashBeacon Flash: Navigating The Data Revolution - A Conversation with Richard WalkerThe 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 the evolving landscape of data gathering. Let’s face it, the investor journey comes with a lot of form filling, and that’s nobody’s favorite pastime.And, as Richard explains, advisors should see AI as a tool in...2023-08-2428 min
The Customer WinsConnecting Wealth Management Firms and Solution Providers With Chip KispertChip 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 ca...2023-08-1434 min
Beacon FlashBeacon Flash: Beyond Numbers: Using Communication to Drive Advisor/Client Relationships, a Conversation with Brendan KenaltyThe 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 Strategist Brendan Kenalty understands deeply. “We need to scale up the communication, so the question becomes, how do we do it?” he says.In conversation with Beacon Strategies’ Managing Director Chip Kispert on the latest Beacon Flash podcast episode, Brendan shares insights a...2023-05-2525 min
Beacon FlashBeacon Flash: Using Technology to Create a Safe Haven for Investments - A Conversation with Matt Radgowski, Halo InvestingWith 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 the development of pioneering solutions is what drives him. And powerful outcomes require powerful tools. “What keeps me up at night is the pace of innovation outpacing the ability to harness it,” he says.In a chat...2023-05-0426 min
Beacon FlashBeacon Flash: The Art of Differentiation in the Advisor Marketplace - A Conversation with Ken Hullings, LPL FinancialThe 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 to helping wealth management executives and leaders to enable them meet their objectives and then some. Thanks to conversations with over 20,000 advisors last year, the team more than understands the needs and concerns of today’...2023-04-2024 min