Leadership Vision and the Second in Command: The Perfect Pairing for a Prosperous Practice with Brittany Anderson
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. Chip and Brittany begin the conversation by discussing: What the Second in Command role in a financial advisor practice is How the role is essential to achieving growth…
Listen Now...The Coming “Seismic Shift” in Financial Planning & a Flexible Mindset Advantage with Coach Joe Lukacs
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…
Listen Now...How Target Market Focus Built this Advisor a Client Waiting List with Meg Bartelt
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…
Listen Now...Building a Brand & Reaching your Niche Audience with Matt Halloran
On this week’s episode of the Maximum Advisor Podcast, Chip Munn is joined by Matt Halloran from Top Advisor Marketing. 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 to reach a niche audience. Chip and Matt start…
Listen Now...The Importance of Advisory Boards with Steve Wershing
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…
Listen Now...How To Be A Winner In The Experience Economy with Dennis Moseley–Williams
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. 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…
Listen Now...Leveraging Client Input to Uncover Revenue Opportunities in Your Practice, with Julie Littlechild
In this episode of Maximum Advisor, Chip is joined by Julie Littlechild, CEO & founder of Absolute Engagement. 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…
Listen Now...Building a Practice vs Building Yourself a Job, with Dave Grant
On this episode of Maximum Advisor, Chip is joined by Dave Grant, financial advisor columnist and founder of Retirement Matters. 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…
Listen Now...The Advisor Playbook – Generating Sustainable Growth and Efficiency, with Duncan MacPherson
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. 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…
Listen Now...Personality Isn’t Permanent, Breaking Free From Self-Limiting Beliefs with Dr. Benjamin Hardy
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. Dr. Hardy discusses with Chip how his past experiences and trauma laid the foundation for his book and how these events played a large part…
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