Maximum Advisor

Maximum Advisor

Latest Episodes

Maximum Advisor Season 4 Recap
April 13, 2021

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 insider tips for writing stellar content, starting a podcast the easy way. Plus, Hot Seats was intro

The Math of Finding a Niche Market with Adam Cmejla
March 30, 2021

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 o

Grow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ Blueprint
March 16, 2021

Chip and Andrea discuss Ironstones 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 busines

Get Recognized as an Expert with Publishing & Podcasting Features and Perfect Your Pitch with Amanda Berlin
March 02, 2021

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 potenti

Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz
February 16, 2021

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 Adams business into its thri

Self-Publish a Book to Build a Business and Make a Profit with Julie Broad
February 02, 2021

Julies 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 p

HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?
January 19, 2021

A financial advisor who started his firm over a year ago is struggling with the servicing aspect of his business. Hes found a niche and a business model that works, but hes uncertain how often clients need servicing once theyve been onboarded. Hes fig

Attract Your Ideal Client Through Compelling Web Content Creation with Ashley Barnett
January 05, 2021

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 the

How Hosting a Financial Advisor Podcast Sustains Growing Client Base with Benjamin Brandt
December 22, 2020

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 attra

HOT SEAT ASK: How can I reposition my practice from insurance to financial planning?
December 08, 2020

Listeners of the Maximum Advisor podcast know that theres 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 t