Maximum Advisor

Team building, communication, and education are pillars of the conversation in this episode of Maximum Advisor, when host Chip Munn is joined by Tess Kristensen, a Learning and Development Consultant and faculty member at the Fox School of Business at Temple University. 

Tess spent over 20 years working for and within large financial services organizations, both in the form of Broker Dealers as well as RIAs. More recently, Tess has transitioned into running her own consulting firm, which helps organizations both in the for-profit and non-profit sectors to learn how to build quality training programs. An organizational team that is created, coordinated, and organized with intention can be the difference between astonishing success and frustrating failure. 

Learn how to leverage the creation of educational opportunities and detail-oriented team design in your practice, along with additional important topics such as:

• How do you know what skills to bring into your team, to ensure your organization is well rounded.
• How to figure out where individual members of your team excel, what they like to do and how to tap into the power of their natural modus operandi to not only have an engaged team, but a business with a competitive edge. 
• What specific tools and processes you should use to determine if the current members of your team are, in fact, the right people, and if so, are they are in the right seats?
• Why behavioral questions are a critically important component to the interview process to separate adequate candidates from your next all-star team member. 

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/

Sabina Hitchen, media expert, entrepreneur, and speaker joins Chip to talk about all things public relations and media.

Sabina's journey into public relations success was unconventional and as such, she understands the importance of learning how to position and differentiate yourself from other service providers, even in the most crowded of industries. You don't get 'lost in the shuffle' of everyone else, and the first step toward standing out is truly identifying your strengths and individuality. Don't miss this episode if you're ready to start getting noticed by the press.

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 of Maximum Advisor, Chip is joined by Josh Harris, who is a Lecturer and the CFP® Program Coordinator at Clemson University to discuss his own unique path to his current career, the importance of continued education for financial professionals as well as the concept of 'Financial Therapy'.

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/

It’s not Christmas, but the ghosts of podcasts past are here to remind us of the lessons we’ve learned in season one of the Maximum Advisor Podcast.

Chip Munn is no Scrooge, but he is our guide as we take a refresher course on the basics of building and growing your own practice as an advisor, while avoiding the many pitfalls that so commonly ensnare our colleagues (and maybe some of us) in the early years.

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/

John Chidwick is the Executive Vice President of National Sales for Signature Wealth, and graciously joins Chip Munn to discuss his own career and path to Signature as well as the pitfalls and positive outcomes of going independent.

Chip and John’s journeys aren’t identical but their current positions and vast experience put them in a great position to help young or beginning advisors build and grow in a more manageable and consistent way. Don’t miss this great episode if you’re on your own or considering taking the leap.

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/

“People invest in people.”

Jill Lewis is the Chief Development Officer for Signature Wealth and one of the best networkers that Chip Munn has ever met. In this episode, she lays out the difference between having a passion for your community and just looking for an opportunity to drop your business card.

Establishing a Long-term investment practice deserves a long-term investment in your community and that’s what this discussion is all about.

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/

Sean Mullen, Executive Vice President, Growth Strategies for Signature Wealth Partners, joins Chip to discuss his own journey as well as the most common complaints of junior advisors that ends up driving them into an independent practice.

Chip and Sean also discuss the pitfalls of making that jump to independence, and a newer third option that more and more advisors are finding to be that Goldilocks, “just right” fit.

Connect with Sean on LinkedIn here:

 https://www.linkedin.com/in/seanmulln/

Following that conversation, Chip was so inspired that he dives in for some solo thoughts on the same topic. As an advisor who chafed at his firm’s differences from his own plans and ideas, and struck out on his own to form Signature Wealth, he’s the perfect voice to listen to if you find yourself in a similar situation.

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/

Sherry Holley, President of Gratz Park Private Wealth, joins Chip Munn to discuss her own career in wealth management as well as the high expectations she and her firm have for the client experience, and the systems she has in place to ensure she can maintain that experience as her client base and firm continue to grow.

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/

"Mo money, mo problems!" - Biggie Smalls

Bary Dedge, Chief Operating Officer for Signature Wealth Strategies is back with a nuts and bolts, dollars and cents conversation about Practice finances. If your business doesn't make dollars, then something doesn't make sense and Bary is here to help you figure out what it is that's missing.

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/

Bobbie Adkins, Director of Marketing for Signature Wealth Strategies, joins Chip Munn to discuss her own career path and some of the most effective steps any advisor should take in defining, establishing and growing their brand.

It's not about serving everyone, but defining who you are and why clients love you, then package that up and lead with it. Bobbie has brought a whole new outlook to branding Signature Wealth Services and today she's sharing that outlook with you and your practice.

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/