The wealth management industry is at a crossroads, and those who fail to adapt will get left behind.

In this episode, Chip Kispert welcomes back Michelle Feinstein, General Manager of Financial Services at Salesforce. With three decades of experience across Pershing, BNY Mellon, and Salesforce, Michelle offers an insider’s look at how firms can modernize, scale, and lead through disruption.

Together, they explore what it means to move from “builder” to “steward,” why AI and data strategy now define success, and how to break down silos between technology and talent.

What to expect:

• How firms can unify people, process, and technology to scale smarter
• The game-changing impact of AI, data, and MCP integration
• Why firms must choose strategic partners over endless integrations
• Practical ways to embrace innovation without losing human touch
• And so much more!

Resources:

• Beacon Strategies, LLC Podcast

Connect with Chip Kispert

• Beacon Strategies, LLC
• LinkedIn: BeaconStrategies
• LinkedIn: Chip Kispert

Connect with Michelle Feinstein:

• LinkedIn: Michelle Feinstein
• Salesforce

About Our Guest:

Michelle Feinstein is general manager and vice president, Global Wealth and Asset Management Solutions and Strategy for Salesforce Industries. Her expertise is in digital transformation for wealth management. This process of digitization is complex; it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.