How Better and More Complete Data and AI Help Advisors Get 1% Better Every Day (Ep. 6)

Beacon 1% Better Everyday
21/10/2025 34 min
How Better and More Complete Data and AI Help Advisors Get 1% Better Every Day (Ep. 6)

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Episode Synopsis

What happens when IRS tax data meets AI in the middle of an advisor shortage? In this episode of Beacon: 1% Better Every Day, host Chip Kispert sits down with Kevin Knull, CFP®, and Browning Mank of TaxStatus to explore how their platform is reshaping advisor growth strategies and client service models. Kevin shares his …

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