Maximum Advisor

Maximum Advisor

By Chip MunnBusinessEntrepreneurshipInvesting
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Maximum Advisor episodes

  • The Advisor Playbook – Generating Sustainable Growth and Efficiency, with Duncan MacPherson

    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 forming his understanding of the financial service sector. 

    The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup

    And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

    49 min
  • Personality Isn’t Permanent, Breaking Free From Self-Limiting Beliefs with Dr. Benjamin Hardy

    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 end result. 
    • How trauma can be used to your advantage 

     

    The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup

     

    And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

    32 min
  • Roundtable: How to Pivot Your Marketing and Show Up For Your Clients and Community
    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, Mike, Wes, and Bobbie, facilitated by Chip, discuss critical points on marketing, messaging, and outreach.
    1 hr 16 min
  • Michael Kitces on the Power of Content Marketing
    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.
    The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people.
    54 min
  • Building Resilience In Business & Life with Jay Coulter
    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 systems across the advisor community.
    And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard at http://maximumadvisor.com/scorecard/
    38 min
  • How Affluent Investors Select Elite Advisors - Kevin Nichols Breaks Down Social Media and Video Marketing
    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.
    33 min
  • Industry Conference Tips and Highlights with Bary Dedge and Sean Mullen

    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 events.

    Listen in as Chip hears some valuable insights as well as some 2019 conference highlights.

    42 min
  • Alternative Fee Structures and the Importance of Community with Alan Moore

    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 2012, at the ripe age of 25, Alan started his own RIA, Serenity Financial Consulting, a name which fit his vision of spending his days helping his own generation navigate financial planning and wealth building.

     

    Listen in as Chip and Alan discuss:

    • How (and why) Alan went from running a successful RIA serving clients, to making the shift to serving advisors that were interested in starting and running their own businesses. (Launched in 2014, XY Planning Network)
    • The opportunities presented by and structure needed to serve clients that don't have assets to quality for an AUM-based advisory relationship.
    • Ways to cultivate community and culture in your business as well as find it for yourself in your professional associations.
    • The prevalence of mental health struggles among those in the financial industry, and how to ensure you are taking care of yourself.

     

    The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup

    And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/

     

     

    40 min

About Maximum Advisor

From the publisher's feed

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…