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From a Regional B/D to a $2 Billion Independent Practice (024)
I sat down with Chip Munn, CEO of Signature Wealth Group, about his journey from a regional broker dealer to building an independent practice with over $2 billion in AUM.
Chip discusses his journey, the benefits of independence, how he's grown through acquisitions and recruiting, and why he chose to stay with Raymond James rather than go the RIA route.
This episode is full of insights for advisors considering independence.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
View all episodes
By Corey Walen
5
99 ratings
I sat down with Chip Munn, CEO of Signature Wealth Group, about his journey from a regional broker dealer to building an independent practice with over $2 billion in AUM.
Chip discusses his journey, the benefits of independence, how he's grown through acquisitions and recruiting, and why he chose to stay with Raymond James rather than go the RIA route.
This episode is full of insights for advisors considering independence.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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