Michael Kitces on the Power of Content Marketing

This week on the Maximum Advisor Podcast host Chip Munn is joined by Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CAS. Michael is the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets.  In addition, Michael is…

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Building Resilience In Business & Life with Jay Coulter

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…

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Industry Conference Tips and Highlights with Bary Dedge and Sean Mullen

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…

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