Maximum Advisor

This is the best of the Maximum Advisor Podcast for Season 4. We heard more real advisors' stories about going solo and succession planning. We also heard insider tips for writing stellar content, starting a podcast the easy way. Plus, Hot Seats was introduced to live workshop real questions from advisors looking to grow their practice. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/042

Join host Chip Munn in this episode of the Maximum Advisor podcast as he sits down with Adam Cmejla, founder of Integrated Planning & Wealth Management, to discuss his client waiting list and how he got there. Adam works almost exclusively with optometrists that are within five years of selling their practice to a private equity firm. Talk about a niche!

Chip and Andrea discuss Ironstone’s Fundamental 4™ blueprint, a system that guides financial advisory professionals and their teams to grow purposefully, operate efficiently, and leave the next generation with a wealth of knowledge to continue the business legacy. Read the full show notes at https://maximumadvisor.com/040

Developing valuable and relevant content, including the perfect pitch of who you are and what you do, helps facilitate new connections and relationships by being seen as an expert in the field. It also helps get your message out to reach the right potential clients.  Chip and Amanda highlight the importance of reaching an audience beyond your centers of influence with partnerships, collaboration, alliances, and media. This approach helps establish you as an expert in the field to build a quality niche. Read the full show notes at maximumadvisor.com

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Adam Goetz, a partner at Burstin & Goetz in Pittsburg and a representative with Mass Mutual. Learn how thoughtful succession planning transformed Adam’s business into its thriving form today. Chip and Adam also discuss the challenges new advisors face in the financial planning business humble beginnings in the financial planning business and what enabled them to flourish into their current roles how to grow a practice inorganically by having the right conversations with potential acquisition partners Chip and Adam provide the valuable inside scoop on how they approach and manage relationships before and after a practice acquisition and how it can help grow your practice, too.

Julie’s self-published book, More Than Cashflow, became an Amazon bestseller. She realized the value of self-publishing and launched her own company to help others write, self-publish, and sell their books. Tune in as she shares the self-publishing process, useful tips from an industry insider, and how to utilize self-publishing to help grow your financial advisor practice. Show notes available at https://maximumadvisor.com/

A financial advisor who started his firm over a year ago is struggling with the servicing aspect of his business. He’s found a niche and a business model that works, but he’s uncertain how often clients need servicing once they’ve been onboarded. He’s fighting with a lack of servicing structure and a system that keeps existing clients happy and new ones coming in. What solutions can Chip offer to develop an effective client service routine?

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Ashley Barnett, an expert in website content creation and blog management. She and Chip discuss why publishing original web content is vital for a financial advisor to attract their ideal client and build their practice. Don't miss this episode as they workshop HOW to write a blog post. Check out the show notes here: http://maximumadvisor.com/035

What can hosting a podcast do for your financial advisor practice? Benjamin Brandt wondered the same thing as he was looking to grow his financial advisor practice. In less than five years after starting his retirement planning podcast, Benjamin has attracted an audience of 40,000 listeners a month (all of whom are also clients or potential clients). See full show notes at https://maximumadvisor.com/034

Listeners of the Maximum Advisor podcast know that there’s no better place to learn how to grow a financial advisor practice than right here. In this episode, we have an advisor in the Hot Seat, a special new series on Maximum Advisor that guarantees to take on some of the most challenging problems from financial advisors— and delivers powerful solutions from host Chip Munn. Listen in as Chip provides his tried and true methods for taking a financial advisor business to new heights and how you can do the same with yours.  A Certified Financial Planner™ takes the Hot Seat and presents Chip with a challenge: How can he modernize his practice from its insurance-business roots and clientele into a flourishing fee-based financial advisor practice?

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Matt Thiel, President of Signature Wealth Strategies in High Point, North Carolina. The two talk about Matt’s amazing journey to an independent financial advisor practice (Signature Wealth Strategies) after 20 years at a large wirehouse.  Learn what motivated Matt to make the change to an independent practice and how it presented new options and opportunities. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/032

This is the best of the Maximum Advisor Podcast for 2020, which has the key takeaways from Season 3. The theme for the season was knowing who you are as an advisor and how you can build a financial practice and business that can make an impact. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/31

In this episode of the Maximum Advisor podcast, host Chip Munn sits down with Brittany Anderson, Director of Operations (aka Second in Command) for Sweet Financial Services. They discuss what the "Second in Command" role is in a financial practice, how they bring to life the leadership vision, influential books, and the value of hiring the right people. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/030

In this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Joe Lukacs, coach to many successful financial advisors through his Magellan Network. Joe Lukacs, or Coach Joe, starts by discussing his background working as a coach to financial advisors. It began while he was working in corporate sales and training for Wall Street brokerages. He performed so well in that role that he was asked for one-on-one career advice by financial advisors. That started his financial advisor coaching business over 25 years ago. Chip and Joe discuss how financial advisors can meet their goals with a flexible mindset in this environment, which is very different from how financial advisors are accustomed to working.   Joe suggests ways to keep and develop relationships in light of the new way of doing business, the virtual meeting. Chip and Joe agreed that advisors should not only accept this new standard way to do business but embrace it by investing in their workspace technology. Chip adds insight by d

On this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Meg Bartelt, founder and Lead Planner of Flow Financial Planning.  Chip and Meg start the segment by discussing Meg’s background in both the financial and tech worlds. Meg began her career as a technical writer based on the West Coast, eventually obtaining her masters in financial planning. Shortly after, she transitioned to working in fee-only RIA firms located in Norfolk, Virginia.  Meg explains that she began to feel uninterested in the firm’s investment focus where the audience was largely retirees. A career shift and cross-country move to Washington State, Meg decided it was time to start her own firm, with her target market being women within the tech industry. In her own words, it was time to let the “Meg flag fly”.  Meg describes the first couple of years laying the foundation of her firm, the support she received, and facing her own doubts. She says, “And it was really hard emotionally because, you know, as the

On this week’s episode of the Maximum Advisor Podcast, Chip Munn is joined by Matt Halloran. Halloran shares with viewers what he’s learned in his 20 years of experience in the financial industry as an expert in branding and social media marketing.  Chip and Matt start off the episode by discussing the importance of identifying your niche market and why you need to narrow down your audience even more, becoming, “hyper specific”. Matt explains, “Once you have that niche and you know their language and you know how to communicate to them and you know their needs, you can become that advisor really nationwide.” Matt and Chip both agree podcasting can be a valuable asset when building a brand and reaching your niche audience. Matt describes the connection that comes when creating a podcast that is perfectly matched to your target market, “the greatest thing about podcasting is it allows you to build a relationship with somebody before they've ever seen you, because podcasting is wildly intimate.” Matt leaves

In this week’s episode of Maximum Advisor Podcast, Chip Munn is joined by Steve Wershing, CFP, and president of The Client Driven Practice. Wershing began his career in the finance industry over 32 years ago and has held a variety of roles that have led to his expertise as a leader in organizing and running client advisory boards and referral coaching. Chip and Steve discuss the importance of an advisory board and why it’s a crucial component to better understanding your client’s financial needs. Steve explains, “A client advisory board is a facilitated, ongoing conversation with about a dozen of your best target clients so that you can gain insight into their perspective on the experience that you provide and understand, therefore, how to improve it.”

Chip Munn is joined by this week’s guest, Dennis Moseley Williams. Dennis is an internationally known consultant, motivational speaker, author, and founder of https://moseleywilliams.com/ (DMW Strategic Consulting). Dennis is a limitless resource on the subject of the experience economy and its relevance to the financial services world. Chip and Dennis kick off the segment by reviewing the definition of the experience economy and how it differentiates from the service aspect when relating to clients or customers. Dennis explains, “Experience is designed and staged to create time well spent, to create engagement, delight all based on personalization and ultimately a desire within the client to linger, to stick around, to spend more time with the business or business owner.” Dennis encourages advisors to see every client encounter as a special event, a memory that will leave a lasting impression and poses the following set of questions; “How do you make it more fun? What can you do to transport them from one se

In this episode of Maximum Advisor, Chip is joined by Julie Littlechild, CEO & founder of https://www.absoluteengagement.com/ (Absolute Engagement). With over 25 years of experience in client engagement research, Julie is an expert at identifying current trends. She breaks down what it means for financial advisors and investors to effectively interact and communicate with clients, particularly during times where there may be heightened stress and uncertainty. Chip and Julie begin the segment by discussing her background and how Absolute Engagement has changed over the years. Julie explains, "The business has morphed and changed to some extent over the years, really based on the needs that we saw, but our focus is very much on helping advisors integrate the voices of the client in their business so that they can communicate in a way that is personalized and meaningful and helps to drive deeper engagement and ultimately growth."

On this episode of Maximum Advisor, Chip is joined by Dave Grant, financial advisor columnist and founder of https://retirementmatters.co/ (Retirement Matters). Dave shares how he accidentally found himself in the world of financial planning and how he overcame various obstacles that led him to create his company. Dave begins this episode by sharing with listeners how his services started out heavily geared toward Illinois based teachers and slowly grew his clientele with a focus on retirement planning. Dave states, “I rebranded and then became more of a retirement income specialist. And then three years after that, this is where we sit today.” Chip describes a recent article written by Dave where he details how at 37 years old, he is considered semi-retired. Dave clarifies that while he is still heavily involved with his clients, he has been able to tailor his business around his life, and not the other way around. “I was really trying to understand, how do I want to build a practice that supports my li