Podcast appearances and mentions of chip munn

Topics discussed include:*Why starting your own RIA isn't the only option for large producers who want to continue scaling their practices.*The false stigma surrounding closed technology systems.*How the phrase ‘simplicity is the ultimate sophistication' is especially applicable to advisors when looking at technology.*Why maximizing the efficiency of your processes and systems is integral to an advisor's success.*How firms are actively humanizing the industry.Frank and Chip uncover the truth as to how advisors need to navigate the perpetually evolving financial services industry. Get ready for new insights as this episode is jam packed with content that every advisor can put into action now to optimize performance.

Joining me today is Chip Munn, the Managing Partner at Signature Wealth Group. Chip opens up the conversation about his career beginnings as a sixth grade English teacher, and his journey to becoming the Managing Partner of his firm. We talk about what goes into building the foundation of a firm, the basis method, and the ups and downs of finding the right people for your firm. Chip and I also dive into the future of his firm and where he plans to be in the next five years within the wealth management industry.We learn from those around us within our community, and Chip is leading our community. He shares insights and knowledge to better ourselves, our firms, and increase our impact on the industry.Chip Munn Bio:Chief Executive Officer, SWGSenior Wealth Advisor, RJFSAfter graduating Magna Cum Laude from Clemson University, earning a degree in education, I was selected as an Academic All American by USA Today. Though I began my career as a teacher in a formal education setting, I quickly realized that my teaching skills could translate into a career in wealth management, and I transitioned into finance. Since then, as the CEO and Visionary of Signature Wealth, I've driven the growth of our practice from a small three-person team to a regional wealth management group with 30+ team members thriving in more than 10 local communities.I live in Florence, SC with my wife, Trish, and our four sons - Christian, Carson, Hampton, and Turner. In the community, We love traveling and are BIG fans of Clemson Football. In the past, I've held board positions with the Florence Family YMCA, The School Foundation and the McLeod Health Foundation. I'm passionate about and proud of the growth of our Florence and support it any way that I can.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedInMentioned in this episode:Benjamin

Experiencing growth as a business owner can be simultaneously exciting and overwhelming. On today's episode, we're talking with someone who knows this transition well, Chip Munn, the CEO of Signature Wealth Strategies.   Chip and his team have gone through various stages of growth but he is able to maintain a personable relationship with his clients while also being an author and podcast host.  Managing all of his professional duties along with his personal life has all been about maintaining balance. To Chip balance means being present where he is. When he's out of balance, he finds himself thinking about home while at work and while he's at home he's worried about work. Being present is a constant battle for many advisors, but being in tune with our attention and energy can help us get back on course. Join us today as we break down the following with Chip: If everything is a priority, nothing is a priority. How to come back to the present and find balance. (6:46) Being intentional and defining what balance looks like professionally and personally. (8:49) The struggle of scaling your business without losing balance. (14:29) How we can become still and intentional. How can we protect ourselves from burnout? (21:52)   RESOURCES: More About Chip: https://signaturewealth.com/chip-munn/ Website: https://www.travisparry.com/ Email: travis@travisparry.com Get Travis' newest book!

Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next. In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, … Continue reading Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn →

Most advisors take years to grow their practice. Very few are able to experience exponential growth right from the beginning. Today's guest is one of the few.

Most advisors take years to grow their practice. Very few are able to experience exponential growth right from the beginning. Today’s guest is one of the few. In this episode, Matt Halloran talks to Chip Munn, CEO of Signature Wealth Strategies, author, advisor, and host of Maximum Advisor Podcast. Chip breaks down the principles he used to achieve an unusually high growth rate into five simple steps: build, attract, systematize, invest, and scale (BASIS). He also dives into strategies to help you grow your base of ideal clients, attracting one niche at a time. You will learn: The importance of building the right management team, especially during the onset of a new business Reasons to focus on creating a strong, cohesive internal company culture Tips to master the three-step process of aligning, growing, and monetizing your practice How to use a blend of organic and inorganic growth tactics And more! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Chip Munn on LinkedIn | Chip Munn's Website | Signature Wealth Strategies | Maximum Advisor Podcast | Maximum Advisor Podcast, ep. 27: Building a Brand & Reaching your Niche Audience with Matt Halloran | "The Retirement Remix: A Modern Solution to an Old School Problem" by Chip Munn | "Leap Before You Look: An Accidental Entrepreneur’s Guide to Building and Scaling a Financial Advisory Business" by Chip Munn | "The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It" by Michael E. Gerber | "Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business" by  Gino Wickman and Mark C. Winters| Restream.io

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!

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.

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

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?

At Signature Wealth Strategies, we help a select group of families plan their financial futures with confidence by providing comprehensive strategies, customized solutions and concierge-level service. My team and I coordinate the financial affairs of a select group of families with a concentration on entrepreneurs, executives and medical professionals. Our mission is to help our clients plan their financial futures with confidence by providing comprehensive strategy and financial solutions with concierge level service.

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

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

This episode's guest is Chip Munn, CEO and Visionary of Signature Wealth Strategies. He has 20 years of financial planning experience. He has written two personal finance books, one geared toward financial planners and one for everyday folks (which is mentioned in this podcast, The Retirement Remix: A Modern Solution to an Old School Problem). Chip is a proud graduate from Clemson University, and lives in South Carolina with his wife and their four sons. Lauren and Chip discuss who you should have as a part of your personal finance dream team, and some of the members might surprise you - as they did Lauren. How to contact Chip: www.chipmunn.com Twitter His book can be purchased using the Amazon link above or here.

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 an award-winning financial advisor, the author and podcast host of The Retirement Remix, a contributor to Retirement Daily and Thrive Global and the CEO of Signature Wealth Strategies headquartered in Florence, SC. He talks about the idea that what you WANT in retirement and what you GET are often quite different, and how the old-school idea of retirement is broken and needs to be fixed. He researched how to have a happier, more fulfilling life and discovered that there are just four countries that are always on the lists of the "happiest" and "healthiest"...and those countries "do life" a little differently from the North American standard. They work about 2.5 years longer than the average American worker,  but by working 220 hours/year LESS than the average working American, these folks are able to live happier, healthier lives. Find out more about this at  TheRetirementRemix.comChip specializes in retirement, education planning, and the transfer of wealth. Seeing his clients fulfilling their dreams and living their Signature Life is what drives him. You can find out much more on his website, chipmunn.com 

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.”

Chip Munn graduated Magna Cum Laude from Clemson University, earning a degree in education. Chip was selected as an Academic All American by USA Today. Though he began his career as a teacher in a formal education setting, he quickly realized that his teaching skills could translate into a career in wealth management, and he transitioned into finance. In 2015, Munn was ranked among the Top 10 Regional Advisors Under 40 by On Wall Street magazine. Since then, as the CEO and Visionary of Signature Wealth, he's driven the expansion of the practice from a small three-person team to a regional wealth management group with 30+ team members thriving in more than 10 local communities, and has seen it grow from $280M in client assets under care to almost $1.3B since 2016. Munn specializes in retirement, education planning, and the transfer of wealth. Seeing his clients fulfilling their dreams and living their Signature Life is what drives him. In addition to being the author of The Retirement Remix, he’s a popular podcast host (The Retirement Remix and Maximum Advisor) and coach to other advisors and professionals.www.chipmunn.com

Chip Munn is an author and entrepreneur with a focus in finance. He and his team have built a thriving wealth management enterprise, where he oversees more than $1.4 billion of client assets and leads a team of more than forty advisors and staff. Chip has been ranked among the top 10 regional advisors under the age of 40 by the On Wall Street (https://onwallstreet.financial-planning.com/slideshow/top-10-regional-advisors-under-40) magazine. Here are the key links from the episode Chip's site (https://chipmunn.com) Get your copy of Chip's book Retirement Remix (https://amzn.to/2Zcj42S) Marc's Links 5 Day Podcast Launch Mini Course (https://marcguberti.com/5daypodcastlaunch) Content Marketing Plaza -- SAVE $100 with the coupon code GROW (http://contentmarketingplaza.com/) Schedule a free strategy call (http://marcguberti.com/strategy)   Marc's book YouTube Decoded (https://amzn.to/2TlFwDH) Podcast Domination (https://amzn.to/2TnioVp) Content Marketing Secrets (https://amzn.to/3ch8g9m) The Wealthy Author (https://amzn.to/38a5Fui) More Books (https://amzn.to/35kgUz2)

When Chip offered to appear on the Informed Decisions podcast we jumped at the chance to speak with him.  Chip Munn is a senior financial advisor and CEO of Signature Wealth Strategies in South Carolina in the US. He is the author of The Retirement Remix: A Modern Solution to an Old School Problem, and host of The Retirement Remix and Maximum Advisor podcasts.  Chip shares his ideas on: - building successful businesses - retiring with purpose, and on your terms - the role of financial planning in our lives Hope you enjoy, Paddy Delaney. Chip's website:  Book Recommendations (Irish websites to buy them if you wish - not affiliate links!!) The 4-hour work week  The E-Myth Rocket Fuel Paddy Delaney Informed Decisions

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/)

Chris Huemmer, senior investment strategist at Flexshares, and the FlexShares Quality Dividend Index, says that dividend income streams may become disconnected with stock prices, and that investors shouldn't chase yield but also need to evaluate dividend cuts and suspensions to see if the moves are temporary or caused by real financial difficulties. Also on the show, author Chip Munn talks 'The Retirement Remix,' and Giorgio Caputo, senior fund manager and head of multi-asset value for J.O. Hambro Capital Management talks fixed-income investments and warns about the potential pitfalls of using business-development companies to increase yield now.

A question on most 50+ people’s minds is when should you retire? Do you want to know how to avoid retiring exhausted? Chip Munn, CEO of Signature wealth, author and podcaster, raises questions that are on most people minds looking at retirement planning. Learn why old school retirement plans are broken in this episode.

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/)

Chip Munn is the CEO of Signature Wealth Group. After leaving teaching, Chip joined the financial services profession and, since then has gone on to build a wealth management enterprise with 10 advisors and over $1.3 billion under management. In addition to running Signature […] The post Chip Munn on Finding Success by Helping Coach Clients Through This Difficult Time appeared first on Becoming Referable.

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/)    

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/

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/

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/

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/)

Chip Munn reminds us that breakaways do not always come from the wirehouses. He left regional broker dealer Hilliard Lyons for RJFS in 2016 in search of more freedom and flexibility to grow his business. And grow he did: from $300mm in AUM to $1.2B in just a few short years.

In this episode, you'll get to hear what it's like being the owner of a large RIA firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of great insight when it comes to building a strong structure, developing a solid team, and having a powerful acquisition strategy. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/189

Chip Munn is the co-founder and managing partner of Signature Wealth, a hybrid wealth management firm on the Raymond James platform that has quickly gone from $300 million to over $1 billion of assets in just the past few years. With a focus on buying books of business from retiring advisors and handing them off to younger advisors, the firm’s tremendous growth comes not only from their unique acquisition strategy, but also from the particular set of freedoms an independent RIA has to try out different technology tools and marketing strategies. In this episode, Chip shares what it was like transitioning from a regional broker-dealer to the independent model, as well as the challenges and surprises he faced along the way. Listen in to hear how he has successfully built his firm by following his passion for helping out those new to the industry, his approach for positioning young lead advisors as part of a team to make transitioning clients comfortable, and why it’s so important to support advisory firms that have chosen the independent model. For show notes and more visit: https://www.kitces.com/105

Visit MaximumLawyer.com for complete show notes of each podcast episode, tips, hacks and more resources!  In this episode, Jim & Tyson interview Chip Munn, CEO of Signature Wealth Strategies, a wealth management practice serving families in the Carolinas. Listen as they go over Chip’s business and discuss about the similarities of both industries. Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment! You can also go to MaximumLawyer.com or, if you’d prefer, email us at: info@maximumlawyer.com Do you want to get on the show? Shoot us an email or message us! The Maximum Lawyer Podcast. Partner up, and maximize your firm.