Beacon is about...
...helping our customers do what’s right—for themselves, their business and their end-clients. By leveraging our specialized strengths and skill set, we venture far beyond the typical pundit consultancy. We navigate unknown—sometimes difficult—waters with our customers, and help them to find, and stay, the right course for their success; from vision to execution to results.
Chip Kispert founded Beacon Strategies, LLC in 2006. From that point, Beacon has been the unbiased and independent source for those financial service companies looking to evaluate and evolve their firm’s strategy with front, middle and back office needs.
The Beacon Team begins by listening and then enacting a quantitative methodology that bridges the chasm of knowledge and anecdote to deliver a clear, concise roadmaps that effectively position our customers to navigate present and future currents.
Has your team asked these questions?
Reason for Asking
How do we compare?
What does the field think about the job we are doing?
Where are we exposed?
Is our strategy aligned with our infrastructure? How do we evolve our platform? What are the table stakes?
How do we move beyond legacy systems? How do we improve our data integrity beyond the spaghetti we have now?
What does our roadmap look like? What 3rd party solutions shall we look at? Who plays nicely with our current partners? How do we best maintain a secure platform? How do we do it on our budget?
Do we really know what FINRA and the SEC are looking for?
Do we have the processes and tools to stay out of the regulators cross-hairs?
How do I get greater transparency into what the field is doing?
Who should we look to partner with?
What is the methodology for making a 3rd party partner decision?
What are the requirements that the providers will be measured and benchmarked against?
Is my broker-dealer holding my business back?
Are they giving me the tools to effectively grow my business?
What will maximize my practice value now, and when I want to retire?