Independent, unbiased source of research and insight, Beacon Strategies, LLC has grown to become the go-to expert in financial technologies. With access to hundreds of top financial decision-makers, executives at solutions vendors, and senior managers at clearing and custody firms, Beacon also is a focal point for defining cutting-edge industry trend and best-practices. Since its formation, the firm has expanded its staff and expertise in technology infrastructure planning, change implementation, and advisor-facing applications and reporting systems. Beacon’s clients for customized research and consulting include broker-dealers, technology solution providers and investment product manufacturers. All Beacon clients receive tangible, actionable advice and perspectives that combine qualitative strategic and environmental analysis with quantitative market and product research.
What We Learned by Going Remote
Interviews with Industry Experts
As the COVID-19 pandemic is changing the financial services industry, Chip Kispert of Beacon Strategies interviewed industry experts from across the enterprise wealth community to discuss significant trends, new ideas and new technologies that are helping firms adopt to the new normal, and explore perspectives that will impact our industry for years to come.
Here are a few of those interviews, featuring Marco Galvan, Director of IT and Platform at Prospera Financial Services, and Sean Wickersham, President of The Leaders Group.
Marco Galvan
Prospera Financial Services
In this interview series on “What We Learned by Going Remote,” Chip Kispert of Beacon Strategies interviews Marco Galvan, Director of IT and Platform at Prospera Financial Services, who explains how the need for flexibility and their use of the Sycamore platform – already established across advisors, their teams and the back-office – allowed the firm to tackle more work, more efficiently in a remote work environment.
Sean Wickersham
The Leaders Group
In this interview series on “What We Learned by Going Remote,” Chip Kispert of Beacon Strategies interviews Sean Wickersham of The Leaders Group on the importance of communication especially when dealing with reps, advisors and back-office staff all across the country – and how migrating the firm’s back-office systems to be totally cloud-based through Sycamore has benefited them in the new normal of remote work.
Sean Wickersham
The Leaders Group
Sean Wickersham of The Leaders Group continues his discussion with Chip Kispert of Beacon Strategies, on how important security is with cloud-based systems – especially as employees began working from home and how Sycamore’s integration with Entreda has helped to ensure a safer remote work environment.
