Artificial intelligence is shaking up wealth management, but how do you separate hype from what’s actually useful?
In this episode, Chip Kispert sits down with Geoff Moore, Chief Information Officer at ValMark Securities, to talk about how his firm is weaving AI into real processes without losing sight of what matters most: people.
From early wins with AI-powered document extraction to advisors reclaiming hours of family time and personal time thanks to AI note-taking tools, Geoff shares both the breakthroughs and the challenges of moving from proof of concept to production.
What to expect:
Early wins and cautionary lessons with AI adoption
How Compliance leaders can embrace, not fear, new tech
Why context management is the next big frontier
Real stories of efficiency translating into quality of life
And more!
Resources:
Beacon Strategies, LLC Podcast
AI for Advisors with Mark Heymen and James Cantwell
Boxworks.box.com
Blueshirt.ai
Slant.app
BarnDoor.ai
Camelai.com
Connect with Chip Kispert
Beacon Strategies, LLC
LinkedIn: BeaconStrategies
LinkedIn: Chip Kispert
Connect with Geoff Moore:
LinkedIn: Geoff Moore
Valmark Financial Group
About Our Guests:
Geoff Moore is the Chief Information Officer at Valmark Financial Group, where he leads technology strategy and innovation across the firm’s RIA, insurance, and broker-dealer businesses. With a focus on practical, people-first AI adoption, Geoff has guided Valmark through early wins in automation and data management, earning recognition as Box.com’s Small Business AI Disruptor Award winner. He serves on the CIO Inspire Chapter Board in Northeast Ohio and shares his insights as a panelist at industry events like the Advise AI Conference. Geoff is passionate about using technology to enhance both efficiency and advisor quality of life, helping professionals spend less time on manual work and more time with clients and family.