Host:
Chip Munn
Ep 5:
Sherry Holley,
Wealth Advisor
Ep 2:
Bary Dedge,
Chief of Operations
Ep 3:
Bobbie Adkins,
Director of Marketing
Listen In
Take a peek behind the scenes with Chip Munn and industry experts for actionable practice management and leadership conversations that will help you evolve and expand your models and mindset.
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This Is Not Your Typical Industry Podcast
We are proud to be leading the way into the next generation of wealth management practices. We believe that modern business models (like remote teams, shared work spaces, and even office yoga) should be exciting and not daunting. We take a 'Leap Before You Look' mentality as we build a new experience for ourselves and those who come along on this journey. Ultimately we believe that we're better together.
CEO, ADVISOR, AUTHOR, PODCASTER...
Your Host, Chip Munn
Chip Munn has always been an entrepreneur. As a kid, he would sell anything – lemonade, homemade fudge – you name it. He may have been the only kid to rent out his jean jacket (it was in the fifth grade and denim was in, don’t judge). Whether he wanted to be or not, he’s always been wired this way.
Chip is an author and entrepreneur with a focus in finance. After graduating from Clemson University with an Elementary Education degree and teaching sixth grade for a year, Chip made a big professional leap. Deciding that he wouldn’t be able to sit still in a classroom long enough to collect a pension, he resigned. At the time, he didn’t know what he would do, but he knew that ultimately he wanted to build his own future.
Fast-forward twenty years, Chip and his team have built a thriving wealth management enterprise, where he oversees more than $1.3 billion of client assets and leads a team of more than thirty advisors and staff. Chip has been ranked among the top 10 regional advisors under the age of 40 by On Wall Street magazine. He’s been featured on Forbes.com and Fast Company and has been interviewed on popular industry podcasts, Mindy Diamond and Michael Kitces most recently. In addition to helping clients plan their future with confidence, Chip spends time teaching and developing young advisors and entrepreneurs and his book, Leap Before You Look, outlines his journey to starting and scaling an advisory firm.