Maximum Advisor

This is the best of the Maximum Advisor Podcast for Season 4. We heard more real advisors' stories about going solo and succession planning. We also heard inside tips for writing steller content, starting a podcast the easy way. Plus, Hot Seats was introduced to live workshop real questions from advisors looking to grow their practice. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/042

Join host Chip Munn in this episode of the Maximum Advisor podcast as he sits down with Adam Cmejla, founder of Integrated Planning & Wealth Management, to discuss his client waiting list and how he got there. Adam works almost exclusively with optometrists that are within five years of selling their practice to a private equity firm. Talk about a niche!

Chip and Andrea discuss Ironstone’s Fundamental 4™ blueprint, a system that guides financial advisory professionals and their teams to grow purposefully, operate efficiently, and leave the next generation with a wealth of knowledge to continue the business legacy. Read the full show notes at https://maximumadvisor.com/040

Developing valuable and relevant content, including the perfect pitch of who you are and what you do, helps facilitate new connections and relationships by being seen as an expert in the field. It also helps get your message out to reach the right potential clients.  Chip and Amanda highlight the importance of reaching an audience beyond your centers of influence with partnerships, collaboration, alliances, and media. This approach helps establish you as an expert in the field to build a quality niche. Read the full show notes at maximumadvisor.com

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Adam Goetz, a partner at Burstin & Goetz in Pittsburg and a representative with Mass Mutual. Learn how thoughtful succession planning transformed Adam’s business into its thriving form today. Chip and Adam also discuss the challenges new advisors face in the financial planning business humble beginnings in the financial planning business and what enabled them to flourish into their current roles how to grow a practice inorganically by having the right conversations with potential acquisition partners Chip and Adam provide the valuable inside scoop on how they approach and manage relationships before and after a practice acquisition and how it can help grow your practice, too.

Julie’s self-published book, More Than Cashflow, became an Amazon bestseller. She realized the value of self-publishing and launched her own company to help others write, self-publish, and sell their books. Tune in as she shares the self-publishing process, useful tips from an industry insider, and how to utilize self-publishing to help grow your financial advisor practice. Show notes available at https://maximumadvisor.com/

A financial advisor who started his firm over a year ago is struggling with the servicing aspect of his business. He’s found a niche and a business model that works, but he’s uncertain how often clients need servicing once they’ve been onboarded. He’s fighting with a lack of servicing structure and a system that keeps existing clients happy and new ones coming in. What solutions can Chip offer to develop an effective client service routine?

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Ashley Barnett, an expert in website content creation and blog management. She and Chip discuss why publishing original web content is vital for a financial advisor to attract their ideal client and build their practice. Don't miss this episode as they workshop HOW to write a blog post. Check out the show notes here: http://maximumadvisor.com/035

What can hosting a podcast do for your financial advisor practice? Benjamin Brandt wondered the same thing as he was looking to grow his financial advisor practice. In less than five years after starting his retirement planning podcast, Benjamin has attracted an audience of 40,000 listeners a month (all of whom are also clients or potential clients). See full show notes at https://maximumadvisor.com/034

Listeners of the Maximum Advisor podcast know that there’s no better place to learn how to grow a financial advisor practice than right here. In this episode, we have an advisor in the Hot Seat, a special new series on Maximum Advisor that guarantees to take on some of the most challenging problems from financial advisors— and delivers powerful solutions from host Chip Munn. Listen in as Chip provides his tried and true methods for taking a financial advisor business to new heights and how you can do the same with yours.  A Certified Financial Planner™ takes the Hot Seat and presents Chip with a challenge: How can he modernize his practice from its insurance-business roots and clientele into a flourishing fee-based financial advisor practice?

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Matt Thiel, President of Signature Wealth Strategies in High Point, North Carolina. The two talk about Matt’s amazing journey to an independent financial advisor practice (Signature Wealth Strategies) after 20 years at a large wirehouse.  Learn what motivated Matt to make the change to an independent practice and how it presented new options and opportunities. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/032

This is the best of the Maximum Advisor Podcast for 2020, which has the key takeaways from Season 3. The theme for the season was knowing who you are as an advisor and how you can build a financial practice and business that can make an impact. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/31

In this episode of the Maximum Advisor podcast, host Chip Munn sits down with Brittany Anderson, Director of Operations (aka Second in Command) for Sweet Financial Services. They discuss what the "Second in Command" role is in a financial practice, how they bring to life the leadership vision, influential books, and the value of hiring the right people. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/030

In this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Joe Lukacs, coach to many successful financial advisors through his Magellan Network. Joe Lukacs, or Coach Joe, starts by discussing his background working as a coach to financial advisors. It began while he was working in corporate sales and training for Wall Street brokerages. He performed so well in that role that he was asked for one-on-one career advice by financial advisors. That started his financial advisor coaching business over 25 years ago. Chip and Joe discuss how financial advisors can meet their goals with a flexible mindset in this environment, which is very different from how financial advisors are accustomed to working.   Joe suggests ways to keep and develop relationships in light of the new way of doing business, the virtual meeting. Chip and Joe agreed that advisors should not only accept this new standard way to do business but embrace it by investing in their workspace technology. Chip adds insight by discussing the effective work-from-home office he built. Joe delivers tips to keep goals on target for the rest of this year and to prepare to succeed in 2021, all of which stem from his two-decades plus coaching financial advisors. Among the ideas he provides are a routine that focuses on self-development, monitoring information flow and sticking with goals.  The future of the financial planning industry is poised for a “seismic shift,” one in which new and upcoming advisors have a unique opportunity to build their business. Both Chip and Joe discuss this opportunity and the expected impact it will have on the industry.

On this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Meg Bartelt, founder and Lead Planner of Flow Financial Planning.  Chip and Meg start the segment by discussing Meg’s background in both the financial and tech worlds. Meg began her career as a technical writer based on the West Coast, eventually obtaining her masters in financial planning. Shortly after, she transitioned to working in fee-only RIA firms located in Norfolk, Virginia.  Meg explains that she began to feel uninterested in the firm’s investment focus where the audience was largely retirees. A career shift and cross-country move to Washington State, Meg decided it was time to start her own firm, with her target market being women within the tech industry. In her own words, it was time to let the “Meg flag fly”.  Meg describes the first couple of years laying the foundation of her firm, the support she received, and facing her own doubts. She says, “And it was really hard emotionally because, you know, as the metaphor goes, I was planting all these seeds, but I couldn't see anything growing yet.” Four years in, and with a client wait list, Meg attributes her success to two important details: Surround yourself with a support system or as Meg puts it, “the right kind of people”, and the second piece of advice is to identify your niche market. As Meg explains, “I think we've just hit upon the niche market thing over and over. And really that has just been probably the single biggest influence on the success of my business.” Meg and Chip close the segment by encouraging listeners to heed their intuition and align themselves with people who echo similar values. And just like Meg, don’t be afraid to let your flag fly high. 

On this week’s episode of the Maximum Advisor Podcast, Chip Munn is joined by Matt Halloran. Halloran shares with viewers what he’s learned in his 20 years of experience in the financial industry as an expert in branding and social media marketing.  Chip and Matt start off the episode by discussing the importance of identifying your niche market and why you need to narrow down your audience even more, becoming, “hyper specific”. Matt explains, “Once you have that niche and you know their language and you know how to communicate to them and you know their needs, you can become that advisor really nationwide.” Matt and Chip both agree podcasting can be a valuable asset when building a brand and reaching your niche audience. Matt describes the connection that comes when creating a podcast that is perfectly matched to your target market, “the greatest thing about podcasting is it allows you to build a relationship with somebody before they've ever seen you, because podcasting is wildly intimate.” Matt leaves the audience with two pieces of advice. “The best thing you can possibly do is start brainstorming podcast topics. So there's number one, grab your yellow pad.” Encouraging listeners to write whatever comes to mind, he explains the next step, “Then flip that page and your second homework piece is going to be to start hyper focusing on what your ideal client is.” Matt emphasizes how hyper focusing on your audience will allow you to properly identify and target the needs of a defined set of individuals within a highly unique demographic. Taking the time to redefine your audience will have a significant impact on your brand, leading to greater results and a more specific clientele base. 

In this week’s episode of Maximum Advisor Podcast, Chip Munn is joined by Steve Wershing, CFP, and president of The Client Driven Practice. Wershing began his career in the finance industry over 32 years ago and has held a variety of roles that have led to his expertise as a leader in organizing and running client advisory boards and referral coaching. Chip and Steve discuss the importance of an advisory board and why it’s a crucial component to better understanding your client’s financial needs. Steve explains, “A client advisory board is a facilitated, ongoing conversation with about a dozen of your best target clients so that you can gain insight into their perspective on the experience that you provide and understand, therefore, how to improve it.”

Chip Munn is joined by this week’s guest, Dennis Moseley Williams. Dennis is an internationally known consultant, motivational speaker, author, and founder of DMW Strategic Consulting (https://moseleywilliams.com/). Dennis is a limitless resource on the subject of the experience economy and its relevance to the financial services world. Chip and Dennis kick off the segment by reviewing the definition of the experience economy and how it differentiates from the service aspect when relating to clients or customers. Dennis explains, “Experience is designed and staged to create time well spent, to create engagement, delight all based on personalization and ultimately a desire within the client to linger, to stick around, to spend more time with the business or business owner.” Dennis encourages advisors to see every client encounter as a special event, a memory that will leave a lasting impression and poses the following set of questions; “How do you make it more fun? What can you do to transport them from one sense of reality to another? And lastly, what can you do just in the environment to make them want to linger? And how can you use time differently? Think well out in advance of these meetings, what can you put in people's hands that get them excited, that get them interested.” Chip and Dennis close the episode by reviewing the five crucial phases that should be included in every customer experience; enticing, entering, during, exiting, and extending. By creating a multi-sensory experience, you leave your clients with a memory that won’t soon be forgotten or easily matched. Dennis ends by encouraging advisors to identify what really drives their clients and to allow them to share both their hopes and fears as well as their concerns for the future. Dennis reminds listeners what the main goal of an advisor should be: “Where the purpose of the said job is to turn the lights on for other people to shine a light in the corner to let them see, to show them the way out of something they didn't think there was a way out of it.”

In this episode of Maximum Advisor, Chip is joined by Julie Littlechild, CEO & founder of Absolute Engagement (https://www.absoluteengagement.com/). With over 25 years of experience in client engagement research, Julie is an expert at identifying current trends. She breaks down what it means for financial advisors and investors to effectively interact and communicate with clients, particularly during times where there may be heightened stress and uncertainty. Chip and Julie begin the segment by discussing her background and how Absolute Engagement has changed over the years. Julie explains, "The business has morphed and changed to some extent over the years, really based on the needs that we saw, but our focus is very much on helping advisors integrate the voices of the client in their business so that they can communicate in a way that is personalized and meaningful and helps to drive deeper engagement and ultimately growth."

On this episode of Maximum Advisor, Chip is joined by Dave Grant, financial advisor columnist and founder of  Retirement Matters (https://retirementmatters.co/) . Dave shares how he accidentally found himself in the world of financial planning and how he overcame various obstacles that led him to create his company. Dave begins this episode by sharing with listeners how his services started out heavily geared toward Illinois based teachers and slowly grew his clientele with a focus on retirement planning. Dave states, “I rebranded and then became more of a retirement income specialist. And then three years after that, this is where we sit today.” Chip describes a recent article written by Dave where he details how at 37 years old, he is considered semi-retired. Dave clarifies that while he is still heavily involved with his clients, he has been able to tailor his business around his life, and not the other way around. “I was really trying to understand, how do I want to build a practice that supports my life versus building a job?” Dave continues to explain why he hasn’t taken on more clients and how some financial advisors question his decision. “Some of them are like, you're crazy. Why would you not want to earn more money? Like, well, that's you, that’s fine. If you want to earn more money, that's great. Just realizing what you may be giving up for it.” Dave points out, “it's more important to have the time than the dollars.” Chip and Dave end the segment by discussing the importance of advisors being able to identify their weaknesses. Dave closes by encouraging listeners, “You got to focus on your weaknesses, that is going to help you grow in the future.” The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

In this episode for Maximum Advisor Podcast, host Chip Munn sits down with by Duncan MacPherson, author, consultant, keynote speaker, and CEO of  Pareto Systems (https://www.paretosystems.com/) . Duncan starts the discussion by discussing how he accidentally found himself drawn to the financial services business and how his passion for finance led him to become an expert in his field and eventually, the CEO of what is now known as Pareto Systems. Duncan goes on to explain how three books, in particular, were instrumental in forming his understanding of the financial service sector.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

In this episode for Maximum Advisor Podcast, Chip Munn sits down with psychologist and author, Dr. Benjamin Hardy, to discuss his latest book Personality Isn't Permanent, and his previous best-seller, Willpower Doesn't Work. Listen in as Chip and Dr. Hardy explore and dive into important topics such as:   Why journaling can be one of the most impactful steps you take to redefining your future.  How honesty plays a role in changing your environment and keeping yourself accountable to your goals and end result.  How trauma can be used to your advantage    The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup)   And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

On a special bonus episode of the Maximum Advisor Podcast, Chip Munn sits down with three experts to discuss marketing, messaging, and aligned outreach during these times of high volatility. Listen in now to a vibrant discussion with Mike Onorato, Vice President, Publicity Services, Signature Wealth Group.  (https://sigwealthpartners.com/) Listen now to the valuable insights of our experts, Mike, Wes, and Bobbie, facilitated by Chip, discuss critical points on marketing, messaging, and outreach. This special bonus episode includes insights about topics like:  What some of the challenges and opportunities that have presented themselves in media during this unique time.  The strategies needed to take your new, refreshed point of view to the marketplace and integrate it into your ongoing marketing strategy. How to leverage the questions that your clients and audience are asking openly to ensure your message is proactive and informative, rather than reactive.  How your team, your agency, or you may be letting your business down if you aren't inviting the proper time and energy into your website and ensuring it is attuned to the current climate.     The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup)   And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

This week on the Maximum Advisor Podcast host  Pinnacle Advisory Group (https://www.pinnacleadvisory.com/) , a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets.  Listen in now as Chip and Michael dive into a riveting discussion on topics like content creation, industry networking, and relationship building. Some of the most valuable conversations this episode include:  Why content marketing is the secret to prospecting for the introverted advisor; allowing you to provide value, build trust and bring ideal business right to your door - all without the awkward networking events and service pitches. The keys to content marketing for the average advisor who wants to grow, but hasn't built up a network and platform already. Navigating compliance requirements with content marketing and publishing your insights and commentary on the market. Identifying your niche content topics to connect with your clients and prospects without competing with major companies, like MarketWatch or CNBC. How to analyze and leverage website analytics to track the trends in the efficacy of your content marketing efforts.   The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people.  To take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

This week on the Maximum Advisor Podcast host Chip Munn is joined by Jay Coulter, CFP®, CIMA®. Jay is the host, author, and founder of the Resilient Advisor. The Resilient Advisor Podcast began about 3.5 years ago after Jay began coaching advisors and saw the value in sharing their stories and conversations. Jay finds that his podcast provides him with the opportunity to share best practices and meaningful tips on everything from stress, anxiety, and human struggles to business and marketing systems across the advisor community.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

This week on the Maximum Advisor Podcast host Chip Munn is joined by a long-time colleague, Kevin Nichols, to discuss all things social media. Kevin has been with The Oeschsli Institute for twelve years and currently serves as the COO and Director of Coaching and Social Media.  Listen in now as Chip and Kevin dive into topics surrounding marketing, social media, and prospecting specifically for financial advisors. Some of the most valuable conversations this episode include:  How the affluent, particularly under age 45, prefer to receive educational content. The best ways to connect with affluent prospects in more mature brackets, such as 45-65 and 65+.  The necessary materials and practices to begin recording educational video content for your audience and why it's not as scary as it sounds to 'give your knowledge away' to prospects and consumers. How to get clear on your target market and run targeted advertisements to these 'micro-niches.'  The best way to use new social media connections to do what Kevin refers to as the 'new age cold calling.' Why it's worth the effort to navigate compliance departments and restrictions in order to branch out in your content marketing ad prospecting.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. To take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

This week on the Maximum Advisor Podcast host Chip Munn is joined by a long-time colleague, Mindy Diamond. Mindy is the President and CEO of Diamond Consultants, the host of the Mindy Diamond on Independence podcast, as well as a monthly columnist on wealthmanagement.com since 2004. Listen in now as Chip and Mindy talk all things recruiting, independence, and how to find where you fit.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

This week, Maximum Advisor host Chip Munn is joined by Brian Moran, President and Founder of The 12 Week Year and co-author of the New York Times Bestseller The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months to discuss all things productivity.

In a special episode of Maximum Advisor, host Chip Munn is joined by Bary Dedge, Chief Operating Officer and Sean Mullen, Executive Vice President of Growth Strategies, both of Signature Wealth Group to recap the 2019 financial industry conference season. Conferences provide valuable opportunities for networking, learning and professional growth. Bary and Sean join Chip to discuss how to ensure you are getting the most out of your time and resource investment to attend industry conferences or events. Listen in as Chip hears some valuable insights as well as some 2019 conference highlights.

In this episode of Maximum Advisor, host Chip Munn is joined by Alan Moore, CEO and Co-Founder of the  Advice Pay (https://advicepay.com/) , which serves as a payment processor for financial advisors. Alan spent his career in financial planning, having earned his Bachelors and Masters degrees in Family Financial Planning from the University of Georgia. After years working for a few fee-only RIAs and having been let go from his last one, Alan decided it was time for a path change. So in 2012, at the ripe age of 25, Alan started his own RIA, Serenity Financial Consulting, a name which fit his vision of spending his days helping his own generation navigate financial planning and wealth building.   Listen in as Chip and Alan discuss: How (and why) Alan went from running a successful RIA serving clients, to making the shift to serving advisors that were interested in starting and running their own businesses. (Launched in 2014, XY Planning Network) The opportunities presented by and structure needed to serve clients that don't have assets to quality for an AUM-based advisory relationship. Ways to cultivate community and culture in your business as well as find it for yourself in your professional associations. The prevalence of mental health struggles among those in the financial industry, and how to ensure you are taking care of yourself.   The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)    

Team building, communication, and education are pillars of the conversation in this episode of Maximum Advisor, when host Chip Munn is joined by Tess Kristensen, a Learning and Development Consultant and faculty member at the Fox School of Business at Temple University.  Tess spent over 20 years working for and within large financial services organizations, both in the form of Broker Dealers as well as RIAs. More recently, Tess has transitioned into running her own consulting firm, which helps organizations both in the for-profit and non-profit sectors to learn how to build quality training programs. An organizational team that is created, coordinated, and organized with intention can be the difference between astonishing success and frustrating failure.  Learn how to leverage the creation of educational opportunities and detail-oriented team design in your practice, along with additional important topics such as: How do you know what skills to bring into your team, to ensure your organization is well rounded. How to figure out where individual members of your team excel, what they like to do and how to tap into the power of their natural modus operandi to not only have an engaged team, but a business with a competitive edge.  What specific tools and processes you should use to determine if the current members of your team are, in fact, the right people, and if so, are they are in the right seats? Why behavioral questions are a critically important component to the interview process to separate adequate candidates from your next all-star team member.    The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)    

Sabina Hitchen, media expert, entrepreneur, and speaker joins Chip to talk about all things public relations and media. Sabina's journey into public relations success was unconventional and as such, she understands the importance of learning how to position and differentiate yourself from other service providers, even in the most crowded of industries. You don't get 'lost in the shuffle' of everyone else, and the first step toward standing out is truly identifying your strengths and individuality. Don't miss this episode if you're ready to start getting noticed by the press. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

In this episode of Maximum Advisor, Chip is joined by Josh Harris, who is a Lecturer and the CFP® Program Coordinator at Clemson University to discuss his own unique path to his current career, the importance of continued education for financial professionals as well as the concept of 'Financial Therapy'. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

It’s not Christmas, but the ghosts of podcasts past are here to remind us of the lessons we’ve learned in season one of the Maximum Advisor Podcast. Chip Munn is no Scrooge, but he is our guide as we take a refresher course on the basics of building and growing your own practice as an advisor, while avoiding the many pitfalls that so commonly ensnare our colleagues (and maybe some of us) in the early years. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

John Chidwick is the Executive Vice President of National Sales for Signature Wealth, and graciously joins Chip Munn to discuss his own career and path to Signature as well as the pitfalls and positive outcomes of going independent. Chip and John’s journeys aren’t identical but their current positions and vast experience put them in a great position to help young or beginning advisors build and grow in a more manageable and consistent way. Don’t miss this great episode if you’re on your own or considering taking the leap. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

“People invest in people.” Jill Lewis is the Chief Development Officer for Signature Wealth and one of the best networkers that Chip Munn has ever met. In this episode, she lays out the difference between having a passion for your community and just looking for an opportunity to drop your business card. Establishing a Long-term investment practice deserves a long-term investment in your community and that’s what this discussion is all about. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

Sean Mullen, Executive Vice President, Growth Strategies for Signature Wealth Partners, joins Chip to discuss his own journey as well as the most common complaints of junior advisors that ends up driving them into an independent practice.

Chip and Sean also discuss the pitfalls of making that jump to independence, and a newer third option that more and more advisors are finding to be that Goldilocks, “just right” fit. Connect with Sean on LinkedIn here:

 https://www.linkedin.com/in/seanmulln/ Following that conversation, Chip was so inspired that he dives in for some solo thoughts on the same topic. As an advisor who chafed at his firm’s differences from his own plans and ideas, and struck out on his own to form Signature Wealth, he’s the perfect voice to listen to if you find yourself in a similar situation. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

Sherry Holley, President of Gratz Park Private Wealth, joins Chip Munn to discuss her own career in wealth management as well as the high expectations she and her firm have for the client experience, and the systems she has in place to ensure she can maintain that experience as her client base and firm continue to grow. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

"Mo money, mo problems!" - Biggie Smalls Bary Dedge, Chief Operating Officer for Signature Wealth Strategies is back with a nuts and bolts, dollars and cents conversation about Practice finances. If your business doesn't make dollars, then something doesn't make sense and Bary is here to help you figure out what it is that's missing. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

Bobbie Adkins, Director of Marketing for Signature Wealth Strategies, joins Chip Munn to discuss her own career path and some of the most effective steps any advisor should take in defining, establishing and growing their brand. It's not about serving everyone, but defining who you are and why clients love you, then package that up and lead with it. Bobbie has brought a whole new outlook to branding Signature Wealth Services and today she's sharing that outlook with you and your practice. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

Bary Dedge, Chief Operating Officer at Signature Wealth Strategies, Bary highlights the interesting dual focus good advisors should have. Advisors serve other advisors within their team and system, but also the clients whose investments are at the center of the business. To achieve your long-term goals and build the business you dream of, it's not one or the other, but both. Bary highlights some of the tactics Chip and his team have taken to achieve those dreams at Signature Wealth Strategies. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://maximumadvisor.com/scorecard/ (http://bit.ly/maxadvisorgroup)

Chip Munn, a Managing Partner for Signature Wealth Strategies, defines what it means to be a growth-minded advisor and shares his own path to building a culture in his practice that is both productive and FUN. This podcast series is ALL about evaluating whether you're a growth-minded business, and ensuring that the future of your business is oriented for growth. That growth will help grow your pocketbook, your network, and most importantly your ability to give back by investing in your employees and your community and family as well. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners and better people. People are wired to be in community, we hope you join ours at http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)