Maximum Advisor
Latest Episodes
Designing, Building, and Managing Your Dream Practice Team with Tess Kristensen
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 Tem
How to Get Featured in the Press and Grow Your Credibility with Sabina Hitchen
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 posi
Continuing Education, and Financial Therapy with Josh Harris
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 prof
The Lessons of Seasons One with Chip Munn
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
The Perils and Pros of Independence with John Chidwick
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 jour
Redefining the Client Experience with Sherry Holley President of Gratz Park Private Wealth
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...
Practicing Your Finances, and Financing Your Practice with Bary Dedge
"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 does
Branding and Positioning with Bobbie Adkins
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...