Chip Munn, Maximum Advisor Podcast

The Lessons of Season One with Chip Munn

Episode: 009


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 advisor, while avoiding the many pitfalls that so commonly ensnare our colleagues (and maybe some of us) in the early years.

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Chip Munn, Maximum Advisor Podcast

Chip Munn has always been an entrepreneur. As a kid, he would sell anything – lemonade, homemade fudge – you name it. He may have been the only kid to rent out his jean jacket (it was in the fifth grade and denim was in, don’t judge). Whether he wanted to be or not, he’s always been wired this way.

Chip is an author and entrepreneur with a focus in finance. After graduating from Clemson University with an Elementary Education degree and teaching sixth grade for a year, Chip made a big professional leap. Deciding that he wouldn’t be able to sit still in a classroom long enough to collect a pension, he resigned. At the time, he didn’t know what he would do, but he knew that ultimately he wanted to build his own future.

Fast-forward twenty years, Chip and his team have built a thriving wealth management enterprise, where he oversees more than $1.3 Billion of client assets and leads of team of more than thirty advisors and staff. Chip has been ranked among the top 10 regional advisors under the age of 40 by On Wall Street magazine. He’s been featured on and Fast Company and has been interviewed on popular industry podcasts, Mindy Diamond and Michael Kitces most recently. In addition to helping clients plan their future with confidence, Chip spends time teaching and developing young advisors and entrepreneurs and his book, Leap Before You Look, outlines his journey to starting and scaling an advisory firm.

Follow Chip: LinkedIn  |  Facebook  |  Blog  |  Book