Maximum Advisor

Chip Munn
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If you’re a growth-minded financial advisor looking for a better way to grow and scale your practice, you’re in the right place. Your host, Chip Munn, dissects the good, the bad, and the ugly of building and running a thriving financial practice with guests from financial advisors to industry experts. Because we’re better together.

  1. 13/04/2021 · BONUS

    Maximum Advisor Season 4 Recap

    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

    27 min

  2. 30/03/2021

    The Math of Finding a Niche Market with Adam Cmejla

    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!

    41 min

  3. 16/03/2021

    Grow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ Blueprint

    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

    39 min

  4. 02/03/2021

    Get Recognized as an Expert with Publishing & Podcasting Features and Perfect Your Pitch with Amanda Berlin

    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

    36 min

  5. 16/02/2021

    Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz

    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 businesshumble beginnings in the financial planning business and what enabled them to flourish into their current roleshow 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.

    28 min

  6. 02/02/2021

    Self-Publish a Book to Build a Business and Make a Profit with Julie Broad

    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/

    35 min

  7. 19/01/2021

    HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?

    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?

    30 min

  8. 05/01/2021

    Attract Your Ideal Client Through Compelling Web Content Creation with Ashley Barnett

    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

    30 min
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About

If you’re a growth-minded financial advisor looking for a better way to grow and scale your practice, you’re in the right place. Your host, Chip Munn, dissects the good, the bad, and the ugly of building and running a thriving financial practice with guests from financial advisors to industry experts. Because we’re better together.

Information

  • Creator
    Chip Munn
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © 2019 All rights reserved, Chip Munn
  • Show Website
    Maximum Advisor