Built for Wealth Management Firms
One Stop for all Vendor Management needs
Pre-Existing Dashboard for Managing the Process
MEET REGULATOR DEMANDS AND MORE – TURN AN EXPENSE INTO A STRENGTH
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.
Meet regulatory demands for oversight and due diligence
Enhance relationships with providers by setting mutual expectations
Measure adherence and satisfaction with providers
DASHBOARDS
A portal supplying access to reporting, reviews, progress of assessments, and templates.
PRE-BUILT QUESTIONAIRES
Standard industry templates and can tailor them to match their 3rd party provider reviews.
UNIFIED PLATFORM
The platform organizes and manages the experience using automation for the customer and provider.
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 Vendor Management 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 CommandA 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!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 FinancialThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.