Modernizing Wealth Management Without Losing Your Culture with Anthony Bueti (Ep. 16)

What happens when a firm modernizes without losing the culture that made it successful in the first place?

In this episode of Beacon 1% Better Every Day, Chip Kispert sits down with Anthony Bueti, Chief Operating Officer and Executive Vice President of Lincoln Investment Planning, to talk about the real challenges behind transformation in the wealth management industry. From supporting educators with retirement planning to navigating large-scale operational and technology changes, Anthony shares how Lincoln focuses on steady improvement while staying true to its advisor-centric culture.

The conversation explores the independent-advisor landscape, why process and change management matter more than most firms realize, and how leadership teams can drive long-term growth without sacrificing relationships. Anthony also shares thoughtful insights on culture, collaboration, and why the people’s side of change is often harder than the technology itself.

Chip and Anthony talked about:

How Lincoln Investment Planning evolved while protecting its advisor-focused culture
Why change management matters more than technology implementation
Supporting both 403(b) educators and high-net-worth clients at scale
The role of process improvement in operational transformation
Building credibility through consistent, incremental progress
And more!

Resources:

Beacon Strategies, LLC Podcast

Connect with Chip Kispert

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

Connect with Anthony Bueti

Lincoln Investment Planning
LinkedIn: Lincoln Investment Planning
LinkedIn: Anthony Bueti

About Our Guest:

Anthony Bueti is a senior operations executive with more than 25 years of experience leading enterprise operations, service, and transformation initiatives in the financial services industry. He currently serves as Chief Operating Officer and Executive Vice President at Lincoln Investment Planning, LLC, where he oversees firmwide Operations and Service functions and provides strategic leadership for initiatives that enhance advisor and client experience, strengthen operational controls, and support scalable growth. Since joining Lincoln Investment in 2015, Anthony has progressed through multiple senior leadership roles and is widely recognized for driving operational excellence, risk management, and cross-functional alignment. His prior experience includes senior operations leadership roles at J.P. Morgan Chase, Pershing (BNY Mellon), and PNC.