Maximum Advisor

Informações:

Synopsis

If youre a growth minded financial advisor looking to grow and scale your practice, youre in the right place! Your host, Chip Munn, brings tips and best practices based on his experiences and has guests from financial advisors to industry experts sharing wisdom with one another because were better together.

Episodes

  • Visioning Your Success with Bary Dedge

    20/08/2019 Duration: 34min

    Bary Dedge, Chief Operating Officer at Signature Wealth Strategies, Bary highlights the interesting dual focus good advisors should have. 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 business you dream of, it's not one or the other, but both. Bary highlights some of the tactics Chip and his team have taken to achieve those dreams at Signature Wealth Strategies. 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/

  • Making a Maximum Advisor with Chip Munn

    20/08/2019 Duration: 19min

    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 your business is oriented for growth. That growth will help grow your pocketbook, your network, and most importantly your ability to give back by investing in your employees and your community and family as well. 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/)

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