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/

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/

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 events.

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

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/