Access up-to-date wealth industry educational curriculum
Ensure consistent processes boosting client confidence
Promote a highly trained and engaged workforce
EMPOWER YOUR EMPLOYEES WITH KNOWLEDGE THEY NEED TO BE SUCCESSFUL
Choose your learning format
Elevate the client experience
Empower employee success and engagement
With increasing regulatory requirements, evolving hybrid working models and the rapidly changing wealth management industry, customer-facing employees feel ill-equipped and under prepared to serve clients.
Our customizable curriculum includes Wealth Management 101, focused on foundational industry elements, continuing education courses, and in-person training options delivered by Beacon Strategies faculty.
ONLINE TOOL
Each University student has access to a personal portal to complete their training when they want, monitor their progress, and view additional resources.
OPTIONS TO TAILOR
Firms can tailor course curriculum to include company specific rules and processes for both employee and client satisfaction.
DASHBOARDS TO MANAGE
Managers can view employee progress, performance, and opportunities for additional training via a pre-built dashboard.
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 University and Beacon Strategies
OUR STORY CUSTOMERS
Our Testimonials
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.
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.
Lori Fuerstenberg
IPI ManagementThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.