Comprehensive and anonymous data for analysis and reporting
Intelligence that better equips executives/ leaders
Factual foundation for more confident business decisions
ARE YOU CURIOUS ABOUT HOW YOU COMPARE TO OTHER FIRMS IN THE INDUSTRY?
Identify critical trends and business changes
Evaluate the impact of business decisions and investments
Measure against a base of relevant and filterable subscribers
Turn your data into insights and actions
ENTER YOUR DATA
Twice a year add your firm’s data. In July for a progress report, and in January for a full year. Over 130 data points translates into over 300 benchmarks.
A VISUAL EXPERIENCE
Compare your firm to peer competitors graphically on various data points and categories.
SIX DIMENSIONS TO COMPARE
- Revenue Efficiency
- Expense Efficiency
- Advisor Efficiency
- Operating Efficiency
- Firm Growth
- Operations and Service Levels
AS THE INDUSTRY CONTINUES TO EVOLVE, FIRMS
ARE FACING INCREASING HEADWINDS
Chip Kispert founded Beacon Strategies, LLC in 2006 to help wealth management firms and solution providers meet these challenges with thought provoking roundtables, experienced consulting services, and next generation products and services.
Since opening the Beacon doors, Chip and the Beacon team have become the central repository and bridge to the ever-evolving network of products and services available to wealth firms.
We’re excited to share with you our suite of operational, educational, consulting and practice management product offerings designed to support your firm’s growth goals and employee development.
To Learn More about Benchmark and Beacon Strategies
OUR STORY CUSTOMERS
Our Testimonials
This was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
Suzy Tuck
PaperclipThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
Andy Orr
CGAN FinancialA wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.
Lori Fuerstenberg
IPI ManagementGetting a smaller group of highly qualified people into the same room for a day is one of the most valuable ways to meet, build rapport and learn from others in our industry. Beacon Roundtables are the best way to do exactly that!
Richard Walker
Quik!I've attended several roundtables and many seminars and conferences. I can honestly say that I received more value from this roundtable experience than any other I can remember.