December 2023

The world of tech is constantly evolving and the future of wealth tech is on the horizon! In the latest Beacon Flash podcast we are joined by the Vice President and General Manager of the Financial Services Group at Salesforce, Michelle Feinstein. She takes us on a thrilling journey, revealing the groundbreaking advancements at the

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September 2023

The 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 toward informed decision-making is a crucial part of building those relationships. “Some

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August 2023

The 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

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May 2023

The 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

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April 2023

The 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

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University!

Our customizable education and learning platform empowers your employees with the knowledge they need to be successful in their individual roles. Access to Up-to-Date Industry & Regulatory Curriculum Ensure Uniform Processes Boost Client Confidence Promote a Highly Trained & Engaged Workforce EQUIP YOUR EMPLOYEES WITH RELEVANT AND UP-TO-DATE WEALTH MANAGEMENT KNOWLEDGE Customizable Curriculum Start with

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Benchmark!

Our business indicators help substantiate your firm’s performance in the form of a semi-annual report to illustrate how your firm is meeting goals, optimizing efficiencies, and utilizing assets. Identify Critical Trends & Changes to Your Business Track & Evaluate Impact of Business Decisions & Investments Measure Your Business Against Base of Relevant Benchmark Subscribers Gain

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February 2023

Check out February’s collection of talks with Kelly Waltrich, Naharika Shah, Sid Yenamandra, and Aaron Spradlin.

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