The Math of Finding a Niche Market and Building a Thriving Practice with Adam Cmejla
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. Chip and Adam discuss how to find, serve and spread your ideal client base. Adam works almost exclusively with optometrists that are within five years of selling their practice…
Listen Now...Grow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ Blueprint
In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Andrea Schlapia. Andrea began her career in banking, then rose through the ranks of global investment firms like Dreyfus, Prudential, and Deutsche Bank. In 2008, she launched Ironstone, which specializes in practice management for independent financial advisory firms. Chip and Andrea…
Listen Now...Get Recognized as an Expert with Publishing & Podcasting Features and Perfect Your Pitch with Amanda Berlin
In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Amanda Berlin, a former corporate publicity strategist. She helps business owners tell their stories, write their copy, and spread their message in the media. Chip discusses attracting ideal clients to a financial advisor practice with Amanda. The ideal client concept is…
Listen Now...A Succession Plan Delivers: The Inorganic Growth Story of Building a Thriving Practice with Adam Goetz
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. Mr. Goetz got his start on the insurance side of the financial services industry, was involved with the equity side early in his career, and…
Listen Now...Yes, You Can! Self-Publish a Book to Build a Business and Make a Profit with Julie Broad
In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Julie Broad, owner of Book Launchers, a company that helps authors write, publish, and sell a book to build their business. You’ll learn: The self-publishing process from start to finish Useful tips from an industry insider Growing your financial advisor practice…
Listen Now...HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?
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 on Maximum Advisor presenting another challenging financial advisor problem— and a powerful solution delivered from host Chip Munn. Listen in…
Listen Now...Attract Your Ideal Client Through Compelling Web Content Creation and More Financial Advising Blog Tips with Ashley Barnett
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. Chip and Ashley talk about the…
Listen Now...How Hosting a Financial Advisor Podcast Sustains Growing Client Base with Benjamin Brandt
What can hosting a podcast do for your financial advisor practice? Benjamin Brandt wondered the same thing as he was looking to grow his financial advisor practice. In less than five years after starting his retirement planning podcast, Benjamin has attracted an audience of 40,000 listeners a month (all of whom are also clients or…
Listen Now...HOT SEAT ASK: How can I reposition my practice from insurance to financial planning?
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…
Listen Now...The Matt Thiel Story: How One Financial Advisor Transitioned to His Independent Dream Practice, Bringing 96 Percent of His Clients With Him
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…
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