What does AI actually look like inside a modern wealth management firm, and where is it creating real impact today?

In this conversation, Chip Kispert sits down with Brad Goodman, COO of Apollon Wealth Management, to unpack how fast-growing firms are using AI to streamline operations, improve advisor efficiency, and scale without losing what matters most: the client relationship. Brad shares a behind-the-scenes look at how thoughtful infrastructure, not just new tools, is shaping the future of advisory firms. If you’re thinking about growth, technology, or how to give time back to your advisors, this episode offers a clear, practical lens into what’s working right now.

What to expect:

• How AI is reducing meeting prep time and increasing advisor capacity
• Why owning your data and workflows matters more than chasing new tools
• The shift from fragmented tech stacks to integrated ecosystems
• How culture and technology must evolve together to support growth
• And more!

Resources:

• Beacon Strategies, LLC Podcast

Connect with Chip Kispert

• Beacon Strategies, LLC
• LinkedIn: BeaconStrategies
• LinkedIn: Chip Kispert
• chipkispert@beaconstrategiesllc.com

Connect with Brad Goodman

• Apollon Wealth Management
• LinkedIn: Apollon Wealth Management
• LinkedIn: Brad Goodman

About Our Guest:

Brad Goodman is the Chief Operating Officer at Apollon Wealth Management, one of the fastest-growing RIA firms in the country. With a background that spans leadership roles at William Blair and early-stage growth at Hightower Advisors, Brad brings deep experience in building infrastructure, scaling operations, and supporting advisor growth. He is particularly focused on how firms can use AI and technology to streamline workflows, improve client experience, and give advisors more time to focus on what matters most: meaningful client relationships.