Building Resilient Firms in the Age of AI with Chip Kispert
About this episode
Kyle Van Pelt talks with Chip Kispert about building resilient advisory firms in the age of AI.
Episode 134: This week, Kyle Van Pelt talks with Chip Kispert, Founder & Managing Partner at Beacon Strategies. Chip has spent decades building and leading one of the country’s most trusted wealth management partners, helping shape its national footprint through intentional M&A, strong partner alignment, and disciplined operational systems. His career reflects a deep commitment to sustainable growth, advisor development, and long-term enterprise value creation. Kyle and Chip explore what it takes to build durable advisory businesses while embracing innovation. They discuss the power of structured peer roundtables, how firms can move beyond legacy technology assumptions, and why operational rigor becomes more important as firms grow. The conversation also dives into AI adoption—distinguishing native versus enabled tools, addressing internal fear, and establishing formal AI policies—highlighting how thoughtful leadership can turn disruption into long-term enterprise value. In this episode: (00:00) - Intro (01:45) - Chip's money moment (04:23) - What Beacon Strategies does and who it serves (08:03) - Why structured roundtables outperform traditional conferences (11:39) - Why…
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