Focus on Firm Specific Topics / Categories
Wealth Firm Leader and Solution Providers Engagement
Successful Model for Open and Honest Dialogs
LET US PLAN A “CUSTOMIZED” ROUNDTABLE FOR YOU
“Solutioning” / ideas on current / specific ideas and challenges
Employee engagement
Provider partnership and awareness
CUSTOMIZED ROUNDTABLE
Customize roundtable categories and topics. Successful model to deliver a quality, learning and fun experience to your attendees, employees and partners.
ONLINE TOOLS
Registration, booking travel and management tool. Each attendee will have access to register online providing personal details.
WHITE GLOVE EXPERIENCE
Utilizing Beacon’s knowledge of the industry, experience and relationships, planning of the roundtable is done for you, and you and your attendees just need to show up.
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 Firm Curated Roundtables 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.
Andy Orr
CGAN FinancialI'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.
Veronica Hammond
First CommandGetting 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!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
PaperclipA wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.