When Dave Goes made the leap from Morningstar to Advyzon, it wasn’t just about technology. It was about joining a winning team.

In this episode, Chip Kispert sits down with Dave, President of Enterprise Solutions at Advyzon, to explore what makes winning teams and great platforms in today’s wealth management space.

With nearly three decades of experience, Dave shares why Advyzon’s single-source-code platform and culture of execution stands out to him, and how the firm is redefining enterprise partnerships. It’s not about selling solutions; it’s about solving real enterprise challenges. Dave also opens up about his leadership philosophy, his love for baseball, and why servant leadership and follow-through are at the heart of real client success.

What to expect:

• How to spot and build championship-caliber teams
• Advyzon’s tech edge in a crowded platform market
• The leadership mindset that drives enterprise growth
• Why partnership is more than a buzzword

Resources:

• T3 Technology Tools for Today

Connect with Chip Kispert

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

Connect with Dave Goes:

• Advyzon
• LinkedIn: Dave Goes
• dave.goes@advyzon.com

About Our Guest:

Dave Goes is President of Enterprise Sales at Advyzon, and is instrumental in expanding the company’s reach into larger-scale wealth enterprises, including regional broker-dealers, banks, and insurance BDs. Dave’s expertise is pivotal to Advyzon’s mission to provide exceptional technology and unmatched service in the financial advisory sector.

Dave is a seasoned executive with over 28 years of experience in the financial services industry. Prior to joining Advyzon, Dave held several transformational senior leadership roles at Morningstar, where he significantly contributed to the growth of the firm’s large enterprise client base.

Dave earned a BS in Psychology from St Joseph’s. In his spare time, Dave enjoys spending time with his three teenage children, working out, playing baseball, and traveling.