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Beacon 1% Better Everyday

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by Chip Kispert

19 episodes

Updated Daily

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Podcast Overview

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 This podcast is for wealth management professionals who are curious, ready to break free from outdated methods and drive meaningful progress in their business. Chip is on a mission to partner with you to challenge the status quo, create more collaborative practices, and help you evolve your firm in a rapidly changing industry. Each episode feels like a seat at a Beacon Roundtable – real talk, fresh and current perspectives, and powerful stories of growth and empowerment. Tune in as Chip shares his professional insights and invites industry leaders to help you become 1% better every day, unlocking new opportunities and pushing for lasting change.

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Publishing Since

7/28/2025

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Recent Episodes

July 7, 2026

How AI Is Changing Compliance in Wealth Management with Sid Yenamandra (Ep. 18)

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 infrastructure, Sid shares why clean data, thoughtful processes, and strong human oversight are becoming critical to long-term success. As the conversation unfolds, Chip and Sid explore why many firms still struggle with fragmented systems, how organizations can move from reactive compliance to more proactive risk management, and what leaders should consider as AI becomes more common across the industry. What to expect: <ul> <li style="font-weight: 400;" aria-level="1">Why firms can no longer rely on outdated approaches to compliance and risk management</li> <li style="font-weight: 400;" aria-level="1">The important role clean, organized data plays in supporting better business decisions</li> <li style="font-weight: 400;" aria-level="1">How firms can begin modernizing their operations without overwhelming their teams</li> <li style="font-weight: 400;" aria-level="1">And more!</li> </ul> Whether you’re leading an RIA, broker-dealer, or wealth management firm, this conversation offers practical perspectives on navigating change, strengthening operations, and finding ways to get 1% better every day. Explore more conversations from Beacon Strategies, LLC for insights on advisor growth, compliance, operational excellence, and the future of wealth management. Resources: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.beaconstrategiesllc.com/podcasts/">Beacon Strategies, LLC Podcast</a></li> </ul> Connect with Chip Kispert <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.beaconstrategiesllc.com/">Beacon Strategies, LLC</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/beacon-strategies-llc">LinkedIn: BeaconStrategies</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/chip-kispert-3573274/">LinkedIn: Chip Kispert</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:chipkispert@beaconstrategiesllc.com">chipkispert@beaconstrategiesllc.com</a></li> </ul> Connect with Sid Yenamandra: <ul> <li style="font-weight: 400;" aria-level="1"><a href="http://surgeone.ai">SurgeONE.ai</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/surgeone-ai/">LinkedIn: SurgeONE.ai</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/sidyenamandra/">LinkedIn: Sid Yenamandara</a></li> </ul> About Our Guest: Sid Yenamandra is the CEO and founder of SurgeONE.ai, an AI-native platform that unifies compliance, cybersecurity, and data infrastructure for broker-dealers, RIAs, and other regulated financial institutions. In this conversation, Sid brings deep experience in wealth management technology, cybersecurity, compliance operations, and AI governance. Before launching SurgeONE.ai, Sid founded by Entrada in 2012, where he focused on helping financial services firms manage cybersecurity through a compliance lens. Today, his work centers on helping firms move away from fragmented, reactive systems and toward more holistic, data-driven compliance infrastructure. Sid shares why clean data, expert human oversight, and thoughtful AI governance are becoming essential as firms prepare for faster regulatory expectations and a rapidly changing technology landscape.

June 9, 2026

What Advisors Need to Focus on Next with Stephen Langlois (Ep. 17)

Before investment returns, AI tools, and succession planning strategies, great financial advice still comes down to people. Stephen Langlois shares why the advisors who will thrive in the future are the ones helping clients achieve meaningful life goals, build lasting relationships, and create value far beyond portfolio performance. In this episode, Stephen Langlois, Managing Partner at Seaport Consulting Partners, LLC, joins Chip Kispert on this episode of Beacon 1% Better Every Day for a conversation about where the wealth management industry is heading and what advisors need to do to stay relevant in an evolving environment. Drawing from leadership roles at Kestra, Fidelity, eMoney, and now Seaport Consulting Partners, Stephen shares lessons learned from decades of working alongside advisors and building firms focused on long-term growth and client value. Key learning points from this episode include: <ul> <li style="font-weight: 400;" aria-level="1">Why the future of financial advice is shifting from portfolio performance to helping clients achieve meaningful life goals</li> <li style="font-weight: 400;" aria-level="1">How younger generations value financial planning, purpose, and legacy more than investment returns alone</li> <li style="font-weight: 400;" aria-level="1">Why tax planning is becoming one of the clearest ways advisors can create measurable value for clients</li> <li style="font-weight: 400;" aria-level="1">The growing importance of succession planning as more advisors approach retirement</li> <li style="font-weight: 400;" aria-level="1">And more!</li> </ul> Resources: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.beaconstrategiesllc.com/podcasts/">Beacon Strategies, LLC Podcast</a></li> </ul> Connect with Chip Kispert <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.beaconstrategiesllc.com/">Beacon Strategies, LLC</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/beacon-strategies-llc">LinkedIn: BeaconStrategies</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/chip-kispert-3573274/">LinkedIn: Chip Kispert</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:chipkispert@beaconstrategiesllc.com">chipkispert@beaconstrategiesllc.com</a></li> </ul>   Connect with Stephen Langlois <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/seaport-consulting-partners-llc/">LinkedIn: Seaport Consulting Partners LLC</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/stephenrlanglois/">LinkedIn: Stephen Langlois</a></li> </ul> About Our Guest: Stephen Langlois is Managing Principal of Seaport Consulting Partners and a veteran of the wealth management and wealthtech industries. Most recently, he served as President of Kestra Financial, a PE-backed wealth management platform firm empowering independent financial professionals to deliver comprehensive financial planning and investment advisory services. Stephen’s career spans senior leadership roles at Fidelity Investments, eMoney Advisor, and LPL Financial, where he built deep expertise across RIA, broker-dealer, bank, and insurance distribution channels. At Fidelity, he led the acquisition of eMoney Advisor and drove significant ARR growth over five years. Earlier in his career, he was a consultant and engagement manager at Bain & Company. Today, Stephen advises private equity firms, wealth management platforms, and wealthtech companies through Seaport, and serves on the boards of Holistiplan, StratiFi, and the Farnsworth Art Museum. He holds an MBA from the Tuck School of Business at Dartmouth and a BA from Colby College.

May 26, 2026

Modernizing Wealth Management Without Losing Your Culture with Anthony Bueti (Ep. 16)

What happens when a firm modernizes without losing the culture that made it successful in the first place? In this episode of Beacon 1% Better Every Day, Chip Kispert sits down with Anthony Bueti, Chief Operating Officer and Executive Vice President of Lincoln Investment Planning, to talk about the real challenges behind transformation in the wealth management industry. From supporting educators with retirement planning to navigating large-scale operational and technology changes, Anthony shares how Lincoln focuses on steady improvement while staying true to its advisor-centric culture. The conversation explores the independent-advisor landscape, why process and change management matter more than most firms realize, and how leadership teams can drive long-term growth without sacrificing relationships. Anthony also shares thoughtful insights on culture, collaboration, and why the people’s side of change is often harder than the technology itself. Chip and Anthony talked about: <ul> <li style="font-weight: 400;" aria-level="1">How Lincoln Investment Planning evolved while protecting its advisor-focused culture</li> <li style="font-weight: 400;" aria-level="1">Why change management matters more than technology implementation</li> <li style="font-weight: 400;" aria-level="1">Supporting both 403(b) educators and high-net-worth clients at scale</li> <li style="font-weight: 400;" aria-level="1">The role of process improvement in operational transformation</li> <li style="font-weight: 400;" aria-level="1">Building credibility through consistent, incremental progress</li> <li style="font-weight: 400;" aria-level="1">And more!</li> </ul> Resources: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.beaconstrategiesllc.com/podcasts/">Beacon Strategies, LLC Podcast</a></li> </ul> Connect with Chip Kispert <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.beaconstrategiesllc.com/">Beacon Strategies, LLC</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/beacon-strategies-llc">LinkedIn: BeaconStrategies</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/chip-kispert-3573274/">LinkedIn: Chip Kispert</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:chipkispert@beaconstrategiesllc.com">chipkispert@beaconstrategiesllc.com</a></li> </ul>   Connect with Anthony Bueti <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.lincolninvestment.com/">Lincoln Investment Planning</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/lincoln-investment-planning">LinkedIn: Lincoln Investment Planning</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/anthony-bueti-lip/">LinkedIn: Anthony Bueti</a></li> </ul> About Our Guest: Anthony Bueti is a senior operations executive with more than 25 years of experience leading enterprise operations, service, and transformation initiatives in the financial services industry. He currently serves as Chief Operating Officer and Executive Vice President at Lincoln Investment Planning, LLC, where he oversees firmwide Operations and Service functions and provides strategic leadership for initiatives that enhance advisor and client experience, strengthen operational controls, and support scalable growth. Since joining Lincoln Investment in 2015, Anthony has progressed through multiple senior leadership roles and is widely recognized for driving operational excellence, risk management, and cross-functional alignment. His prior experience includes senior operations leadership roles at J.P. Morgan Chase, Pershing (BNY Mellon), and PNC.

19 total episodes available

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What is 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. Chip is on a mission to partner with you to challenge the status quo, create more collaborative practices, and help you evolve your firm in a rapidly changing industry. Each episode feels like a seat at a Beacon Roundtable – real talk, fresh and current perspectives, and powerful stories of growth and empowerment. Tune in as Chip shares his professional insights and invites industry leaders to help you become 1% better every day, unlocking new opportunities and pushing for lasting change.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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