Presentation: Creating Practice Efficiency Through Custom Models

Cerulli Transition Services Research Paper A collaborative between research giant Cerulli and 55ip to understand assets in motion.

The 55ip Tax Management Playbook From basic concept to optimal loss theory.

Island of Misfit Toys – Most advisors have client segments that lose money – IMT is a guide on how to deliver Tier 1 results and run a profitable business.

Transition Services Playbook – Are you realigning your practice to position for growth? – A resource guide using 55ip.

Kip is Executive Director, Enterprise Business Development at 55ip. 55ip is an industry leader in active, ongoing tax-loss harvesting and asset transitions, helping investment advisory firms drive efficiency and scale with the goal of improving client outcomes. Kip focuses on relationship management, developing, and executing 55ip solutions for asset and wealth management firms to support their investment platform and advisor distribution.

Leveraging nearly three decades working alongside intermediary investment advisor firms, Kip partners with RIAs and broker-dealers to solve growth and capacity challenges. He helps firms expand their ability to serve clients and grow assets by leveraging advances in technology and modern asset management solutions.

Kip lives in the Greater Boston area. Outside of his work at 55ip he enjoys back country skiing, sailing, and riding motorcycles with friends and family.

Education / Affiliations:
Univ of Maine Orono, BA English, Education
The (Gen.)Wolfe Club, Co-Founder, Board Member
TWC is a charitable organization focusing on food stability and child education.

Focus Financial Annual Summit

William (Kip) Weese

Presentation and Supplimental Materials

Bio