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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How to Get Featured in the Press and Grow Your Credibility with Sabina Hitchen

Sabina Hitchen, sabinaknows.com

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…

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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…

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The Lessons of Season One with Chip Munn

Chip Munn, Maximum Advisor Podcast

  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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The Perils and Pros of Independence with John Chidwick

John Chidwick, Maximum Advisor Podcast, Signature Wealth Partners, Professional Connections, Relationships, Business Growth

  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…

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Building Your Community with “The Friend-raiser”, Jill Lewis

Maximum Advisor Podcast, 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…

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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…

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