Maximum Advisor Chip Munn

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 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.

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/