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 an…
Listen Now...The Perils and Pros of Independence with John Chidwick
John Chidwick is the Executive Vice President of National Sales for Signature Wealth, and graciously joins Chip Munn to discuss his own career and path to Signature as well as the pitfalls and positive outcomes of going independent. Chip and John’s journeys aren’t identical but their current positions and vast experience put them in a…
Listen Now...Building Your Community with “The Friend-raiser”, Jill Lewis
“People invest in people.” Jill Lewis is the Chief Development Officer for Signature Wealth and one of the best networkers that Chip Munn has ever met. In this episode, she lays out the difference between having a passion for your community and just looking for an opportunity to drop your business card. Establishing a Long-term…
Listen Now...The Pissed Off Junior Advisor with Sean Mullen
Sean Mullen, Executive Vice President, Growth Strategies for Signature Wealth Partners, joins Chip to discuss his own journey as well as the most common complaints of junior advisors that ends up driving them into an independent practice. On this episode, Chip and Sean discuss the pitfalls of making the jump to independence, and a newer…
Listen Now...Redefining the Client Experience with Sherry Holley
Sherry Holley, President of Gratz Park Private Wealth, joins Chip Munn to discuss her own career in wealth management as well as the high expectations she and her firm have for the client experience. Sherry discusses the systems she has in place to ensure she can maintain their incredibly high-touch, personalized experience as her client…
Listen Now...Practicing Your Finances, and Financing Your Practice with Bary Dedge
“Mo money, mo problems!” – Biggie Smalls Bary Dedge, Chief Operating Officer for Signature Wealth Strategies, is back with a nuts and bolts, dollars and cents conversation about leading practice finances. If your business doesn’t make dollars, then something doesn’t make sense, and Bary is here to help you figure out what it is that’s…
Listen Now...Branding and Positioning with Bobbie Adkins
Bobbie Adkins, Director of Marketing for Signature Wealth, joins Chip Munn to discuss her own career path and some of the most effective steps any advisor should take in defining, establishing and growing their brand. It’s not about serving everyone, but defining who you are and why clients love you, then package that up and…
Listen Now...Visioning Your Success with Bary Dedge
Building a business from the ground up is a challenge, but structuring a financial advisory firm for continued, sustainable growth can be a real feat. Advisors serve other advisors within their team and system, but also the clients whose investments are at the center of the business. To achieve your long-term goals and build the…
Listen Now...Making a Maximum Advisor with Chip Munn
Chip Munn, a Managing Partner for Signature Wealth Strategies, defines what it means to be a growth-minded advisor and shares his own path to building a culture in his practice that is both productive and FUN. This podcast series is ALL about evaluating whether you’re a growth-minded business, and ensuring that the future of…
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