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…
Listen Now...How Affluent Investors Select Elite Advisors – Kevin Nichols Breaks Down Social Media and Video Marketing
This week on the Maximum Advisor Podcast host Chip Munn is joined by a long-time colleague, Kevin Nichols, to discuss all things marketing, content, and 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. After growing up in southern California, Kevin flew all…
Listen Now...Your Journey to Independence and Finding Your ‘Best Business Life’ with Mindy Diamond
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. Mindy graduated from George Washington University in 1984…
Listen Now...Improve Your Productivity, Execute, and Get Growing with Brian Moran
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. Being the leader of your…
Listen Now...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…
Listen Now...Alternative Fee Structures and the Importance of Community with Alan Moore
In this episode of Maximum Advisor, host Chip Munn is joined by Alan Moore, CEO and Co-Founder of the XY Planning Network, and CEO of Advice Pay, 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…
Listen Now...Designing, Building, and Managing Your Dream Practice Team with Tess Kristensen
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,…
Listen Now...How to Get Featured in the Press and Grow Your Credibility with Sabina Hitchen
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…
Listen Now...Continuing Education, and Financial Therapy with Josh Harris
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’. Josh began his career…
Listen Now...The Lessons of Season One with Chip Munn
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…
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