Maximum Advisor

In this episode for Maximum Advisor Podcast, host Chip Munn sits down with by Duncan MacPherson, author, consultant, keynote speaker, and CEO of https://www.paretosystems.com/ (Pareto Systems). Duncan starts the discussion by discussing how he accidentally found himself drawn to the financial services business and how his passion for finance led him to become an expert in his field and eventually, the CEO of what is now known as Pareto Systems. Duncan goes on to explain how three books, in particular, were instrumental in forming his understanding of the financial service sector.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com

In this episode for Maximum Advisor Podcast, Chip Munn sits down with psychologist and author, Dr. Benjamin Hardy, to discuss his latest book Personality Isn't Permanent, and his previous best-seller, Willpower Doesn't Work. Listen in as Chip and Dr. Hardy explore and dive into important topics such as:   Why journaling can be one of the most impactful steps you take to redefining your future.  How honesty plays a role in changing your environment and keeping yourself accountable to your goals and end result.  How trauma can be used to your advantage    The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup)   And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximuma

On a special bonus episode of the Maximum Advisor Podcast, Chip Munn sits down with three experts to discuss marketing, messaging, and aligned outreach during these times of high volatility. Listen in now to a vibrant discussion with Mike Onorato, Vice President, Publicity Services, https://www.smithpublicity.com/ (Smith Publicity), Wes Gay, CEO and Chief Guide of https://hirewayfinder.com/ (Wayfinder), a https://storybrand.com/ (StoryBrand) Certified Agency, and Bobbie Adkins, Director of Marketing for https://sigwealthpartners.com/ (Signature Wealth Group. ) Listen now to the valuable insights of our experts, Mike, Wes, and Bobbie, facilitated by Chip, discuss critical points on marketing, messaging, and outreach. This special bonus episode includes insights about topics like:  What some of the challenges and opportunities that have presented themselves in media during this unique time.  The strategies needed to take your new, refreshed point of view to the marketplace and

This week on the Maximum Advisor Podcast host https://www.linkedin.com/in/chip-munn-33120a2/ (Chip Munn) is joined by Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CAS. Michael is the Director of Wealth Management for https://www.pinnacleadvisory.com/ (Pinnacle Advisory Group), a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets.  Listen in now as Chip and Michael dive into a riveting discussion on topics like content creation, industry networking, and relationship building. Some of the most valuable conversations this episode include:  Why content marketing is the secret to prospecting for the introverted advisor; allowing you to provide value, build trust and bring ideal business right to your door - all without the awkward networking events and service pitches. The keys to content marketing for the average advisor who wants to grow, but hasn't built up a network and platform already. Navigating compliance

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 podcast provides him with the opportunity to share best practices and meaningful tips on everything from stress, anxiety, and human struggles to business and marketing systems across the advisor community.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/ (http://maximum

This week on the Maximum Advisor Podcast host Chip Munn is joined by a long-time colleague, Kevin Nichols, to discuss all things 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.  Listen in now as Chip and Kevin dive into topics surrounding marketing, social media, and prospecting specifically for financial advisors. Some of the most valuable conversations this episode include:  How the affluent, particularly under age 45, prefer to receive educational content. The best ways to connect with affluent prospects in more mature brackets, such as 45-65 and 65+.  The necessary materials and practices to begin recording educational video content for your audience and why it's not as scary as it sounds to 'give your knowledge away' to prospects and consumers. How to get clear on your target market and run targeted advertisements to these 'micro-niches.'  The best way to

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. Listen in now as Chip and Mindy talk all things recruiting, independence, and how to find where you fit.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

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.

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 to discuss how to ensure you are getting the most out of your time and resource investment to attend industry conferences or events. Listen in as Chip hears some valuable insights as well as some 2019 conference highlights.

In this episode of Maximum Advisor, host Chip Munn is joined by Alan Moore, CEO and Co-Founder of the https://www.xyplanningnetwork.com/ (XY Planning Network), and CEO as https://advicepay.com/ (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 University of Georgia. After years working for a few fee-only RIAs and having been let go from his last one, Alan decided it was time for a path change. So in 2012, at the ripe age of 25, Alan started his own RIA, Serenity Financial Consulting, a name which fit his vision of spending his days helping his own generation navigate financial planning and wealth building.   Listen in as Chip and Alan discuss: How (and why) Alan went from running a successful RIA serving clients, to making the shift to serving advisors that were interested in starting and running their own businesses. (Launched in 2014, XY Pl

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, both in the form of Broker Dealers as well as RIAs. More recently, Tess has transitioned into running her own consulting firm, which helps organizations both in the for-profit and non-profit sectors to learn how to build quality training programs. An organizational team that is created, coordinated, and organized with intention can be the difference between astonishing success and frustrating failure.  Learn how to leverage the creation of educational opportunities and detail-oriented team design in your practice, along with additional important topics such as: How do you know what skills to bring into your team, to ensure your organization is we

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 'lost in the shuffle' of everyone else, and the first step toward standing out is truly identifying your strengths and individuality. Don't miss this episode if you're ready to start getting noticed by the press. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

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'. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

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. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

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 great position to help young or beginning advisors build and grow in a more manageable and consistent way. Don’t miss this great episode if you’re on your own or considering taking the leap. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

“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 investment practice deserves a long-term investment in your community and that’s what this discussion is all about. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

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.

Chip and Sean also discuss the pitfalls of making that jump to independence, and a newer third option that more and more advisors are finding to be that Goldilocks, “just right” fit. Connect with Sean on LinkedIn here:

 https://www.linkedin.com/in/seanmulln/ Following that conversation, Chip was so inspired that he dives in for some solo thoughts on the same topic. As an advisor who chafed at his firm’s differences from his own plans and ideas, and struck out on his own to form Signature Wealth, he’s the perfect voice to listen to if you find yourself in a similar situation. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join

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, and the systems she has in place to ensure she can maintain that experience as her client base and firm continue to grow. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

"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 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 missing. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

Bobbie Adkins, Director of Marketing for Signature Wealth Strategies, 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 lead with it. Bobbie has brought a whole new outlook to branding Signature Wealth Services and today she's sharing that outlook with you and your practice. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/