Maximum Advisor

By Chip Munn

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 building and running a thriving financial practice with guests from financial advisors to industry experts. Because we’re better together.

  1. 1.
    Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz
    28:25
  2. 2.
    Self-Publish a Book to Build a Business and Make a Profit with Julie Broad
    35:01
  3. 3.
    HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?
    29:41
  4. 4.
    Attract Your Ideal Client Through Compelling Web Content Creation with Ashley Barnett
    29:42
  5. 5.
    How Hosting a Financial Advisor Podcast Sustains Growing Client Base with Benjamin Brandt
    32:50
  6. 6.
    HOT SEAT ASK: How can I reposition my practice from insurance to financial planning?
    33:06
  7. 7.
    The Matt Thiel Story: How One Financial Advisor Transitioned to His Independent Dream Practice, Bringing 96 Percent of His Clients With Him
    39:10
  8. 8.
    Maximum Advisor Season 3 Recap
    24:56
  1. 9.
    Leadership Vision and The Second in Command with Brittany Anderson
    35:51
  2. 10.
    How to Prepare for the Coming "Seismic Shift" in Financial Planning With Coach Joe
    36:50
  3. 11.
    How Target Market Focus Built this Advisor a Client Waiting List with Meg Bartelt
    31:00
  4. 12.
    Building a Brand & Reaching your Niche Audience with Matt Halloran
    37:31
  5. 13.
    The Importance Of Advisory Boards with Steve Wershing
    41:32
  6. 14.
    How To Be A Winner In The Experience Economy with Dennis Moseley–Williams
    50:26
  7. 15.
    Leveraging Client Input to Uncover Revenue Opportunities in Your Practice, with Julie Littlechild
    30:49
  8. 16.
    Building a Practice vs Building Yourself a Job, with Dave Grant
    36:06
  9. 17.
    The Advisor Playbook – Generating Sustainable Growth and Efficiency, with Duncan MacPherson
    48:32
  10. 18.
    Personality Isn’t Permanent, Breaking Free From Self-Limiting Beliefs with Dr. Benjamin Hardy
    31:56
  11. 19.
    Roundtable: How to Pivot Your Marketing and Show Up For Your Clients and Community
    1:15:10
  12. 20.
    Michael Kitces on the Power of Content Marketing
    53:35
  13. 21.
    Building Resilience In Business & Life with Jay Coulter
    37:40
  14. 22.
    How Affluent Investors Select Elite Advisors - Kevin Nichols Breaks Down Social Media and Video Marketing
    32:48
  15. 23.
    Your Journey to Independence and Finding Your 'Best Business Life' with Mindy Diamond
    38:42
  16. 24.
    Improve Your Productivity, Execute, and Get Growing with Brian Moran
    31:50
  17. 25.
    Industry Conference Tips and Highlights with Bary Dedge and Sean Mullen
    41:25
  18. 26.
    Alternative Fee Structures and the Importance of Community with Alan Moore
    39:43
  19. 27.
    Designing, Building, and Managing Your Dream Practice Team with Tess Kristensen
    36:25
  20. 28.
    How to Get Featured in the Press and Grow Your Credibility with Sabina Hitchen
    49:30
  21. 29.
    Continuing Education, and Financial Therapy with Josh Harris
    26:01
  22. 30.
    The Lessons of Seasons One with Chip Munn
    21:48
  23. 31.
    The Perils and Pros of Independence with John Chidwick
    30:22
  24. 32.
    Building Your Community with “The Friend-raiser”, Jill Lewis
    28:31
  25. 33.
    The Pissed Off Junior Advisor with Sean Mullen
    41:36
  26. 34.
    Redefining the Client Experience with Sherry Holley President of Gratz Park Private Wealth
    40:37
  27. 35.
    Practicing Your Finances, and Financing Your Practice with Bary Dedge
    34:21
  28. 36.
    Branding and Positioning with Bobbie Adkins
    47:19
  29. 37.
    Visioning Your Success with Bary Dedge
    34:34
  30. 38.
    Making a Maximum Advisor with Chip Munn
    19:03

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