This is the best of the Maximum Advisor Podcast for Season 4. We heard more real advisors' stories about going solo and succession planning. We also heard inside tips for writing steller content, starting a podcast the easy way. Plus, Hot Seats was introduced to live workshop real questions from advisors looking to grow their practice. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/042

Maximum Advisor

Maximum Advisor Season 4 Recap

Join host Chip Munn in this episode of the Maximum Advisor podcast as he sits down with Adam Cmejla, founder of Integrated Planning & Wealth Management, to discuss his client waiting list and how he got there. Adam works almost exclusively with optometrists that are within five years of selling their practice to a private equity firm. Talk about a niche!

The Math of Finding a Niche Market with Adam Cmejla

Chip and Andrea discuss Ironstone’s Fundamental 4™ blueprint, a system that guides financial advisory professionals and their teams to grow purposefully, operate efficiently, and leave the next generation with a wealth of knowledge to continue the business legacy. Read the full show notes at https://maximumadvisor.com/040

Grow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ Blueprint

Developing valuable and relevant content, including the perfect pitch of who you are and what you do, helps facilitate new connections and relationships by being seen as an expert in the field. It also helps get your message out to reach the right potential clients.  Chip and Amanda highlight the importance of reaching an audience beyond your centers of influence with partnerships, collaboration, alliances, and media. This approach helps establish you as an expert in the field to build a quality niche. Read the full show notes at maximumadvisor.com

Get Recognized as an Expert with Publishing & Podcasting Features and Perfect Your Pitch with Amanda Berlin

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Adam Goetz, a partner at Burstin & Goetz in Pittsburg and a representative with Mass Mutual. Learn how thoughtful succession planning transformed Adam’s business into its thriving form today. Chip and Adam also discuss the challenges new advisors face in the financial planning business humble beginnings in the financial planning business and what enabled them to flourish into their current roles how to grow a practice inorganically by having the right conversations with potential acquisition partners Chip and Adam provide the valuable inside scoop on how they approach and manage relationships before and after a practice acquisition and how it can help grow your practice, too.

Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz

Julie’s self-published book, More Than Cashflow, became an Amazon bestseller. She realized the value of self-publishing and launched her own company to help others write, self-publish, and sell their books. Tune in as she shares the self-publishing process, useful tips from an industry insider, and how to utilize self-publishing to help grow your financial advisor practice. Show notes available at https://maximumadvisor.com/

Self-Publish a Book to Build a Business and Make a Profit with Julie Broad

A financial advisor who started his firm over a year ago is struggling with the servicing aspect of his business. He’s found a niche and a business model that works, but he’s uncertain how often clients need servicing once they’ve been onboarded. He’s fighting with a lack of servicing structure and a system that keeps existing clients happy and new ones coming in. What solutions can Chip offer to develop an effective client service routine?

HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Ashley Barnett, an expert in website content creation and blog management. She and Chip discuss why publishing original web content is vital for a financial advisor to attract their ideal client and build their practice. Don't miss this episode as they workshop HOW to write a blog post. Check out the show notes here: http://maximumadvisor.com/035

Attract Your Ideal Client Through Compelling Web Content Creation with Ashley Barnett

What can hosting a podcast do for your financial advisor practice? Benjamin Brandt wondered the same thing as he was looking to grow his financial advisor practice. In less than five years after starting his retirement planning podcast, Benjamin has attracted an audience of 40,000 listeners a month (all of whom are also clients or potential clients). See full show notes at https://maximumadvisor.com/034

How Hosting a Financial Advisor Podcast Sustains Growing Client Base with Benjamin Brandt

Listeners of the Maximum Advisor podcast know that there’s no better place to learn how to grow a financial advisor practice than right here. In this episode, we have an advisor in the Hot Seat, a special new series on Maximum Advisor that guarantees to take on some of the most challenging problems from financial advisors— and delivers powerful solutions from host Chip Munn. Listen in as Chip provides his tried and true methods for taking a financial advisor business to new heights and how you can do the same with yours.  A Certified Financial Planner™ takes the Hot Seat and presents Chip with a challenge: How can he modernize his practice from its insurance-business roots and clientele into a flourishing fee-based financial advisor practice?

HOT SEAT ASK: How can I reposition my practice from insurance to financial planning?

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Matt Thiel, President of Signature Wealth Strategies in High Point, North Carolina. The two talk about Matt’s amazing journey to an independent financial advisor practice (Signature Wealth Strategies) after 20 years at a large wirehouse.  Learn what motivated Matt to make the change to an independent practice and how it presented new options and opportunities. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/032

The Matt Thiel Story: How One Financial Advisor Transitioned to His Independent Dream Practice, Bringing 96 Percent of His Clients With Him

This is the best of the Maximum Advisor Podcast for 2020, which has the key takeaways from Season 3. The theme for the season was knowing who you are as an advisor and how you can build a financial practice and business that can make an impact. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/31

Maximum Advisor Season 3 Recap

In this episode of the Maximum Advisor podcast, host Chip Munn sits down with Brittany Anderson, Director of Operations (aka Second in Command) for Sweet Financial Services. The discuss what the "Second in Command" role is in a financial practice, how they bring to life the leadership vision, influential books, and the value of hiring the right people. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/030

Leadership Vision and The Second in Command with Brittany Anderson

In this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Joe Lukacs, coach to many successful financial advisors through his Magellan Network. Joe Lukacs, or Coach Joe, starts by discussing his background working as a coach to financial advisors. It began while he was working in corporate sales and training for Wall Street brokerages. He performed so well in that role that he was asked for one-on-one career advice by financial advisors. That started his financial advisor coaching business over 25 years ago. Chip and Joe discuss how financial advisors can meet their goals with a flexible mindset in this environment, which is very different from how financial advisors are accustomed to working.   Joe suggests ways to keep and develop relationships in light of the new way of doing business, the virtual meeting. Chip and Joe agreed that advisors should not only accept this new standard way to do business but embrace it by investing in their workspace technology. Chip adds insight by discussing the effective work-from-home office he built. Joe delivers tips to keep goals on target for the rest of this year and to prepare to succeed in 2021, all of which stem from his two-decades plus coaching financial advisors. Among the ideas he provides are a routine that focuses on self-development, monitoring information flow and sticking with goals.  The future of the financial planning industry is poised for a “seismic shift,” one in which new and upcoming advisors have a unique opportunity to build their business. Both Chip and Joe discuss this opportunity and the expected impact it will have on the industry.

How to Prepare for the Coming "Seismic Shift" in Financial Planning With Coach Joe

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.

hubhopper

Maximum Advisor

hubhopper