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 ...
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 practic...
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 c...
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...
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 coach...
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 un...
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...
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...
Chip Munn is joined by this week’s guest, Dennis Moseley Williams. Dennis is an internationally known consultant, motivational speaker, author, and founder of 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 expl...
In this episode of Maximum Advisor, Chip is joined by Julie Littlechild, CEO & founder of 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...
On this episode of Maximum Advisor, Chip is joined by Dave Grant, financial advisor columnist and founder of 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 rebran...
In this episode for Maximum Advisor Podcast, host Chip Munn sits down with by Duncan MacPherson, author, consultant, keynote speaker, and CEO of 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 form...
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 ...
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, Smith Publicity , Wes Gay, CEO and Chief Guide of Wayfinder , a StoryBrand Certified Agency, and Bobbie Adkins, Director of Marketing for Signature Wealth Group. Listen now to the valuable insights of our experts, Mi...
This week on the Maximum Advisor Podcast host Chip Munn is joined by Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CAS. Michael is the Director of Wealth Management for 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 valuab...
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 sys...
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, par...
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 bu...
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 ev...
In this episode of Maximum Advisor, host Chip Munn is joined by Alan Moore, CEO and Co-Founder of the XY Planning Network , and CEO as 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 20...
