Shows
Coffee With Cool PeopleChip Munn - CEO - Signature Wealth Group and Complicated DudeChip Munn - CEO - Signature Wealth Group and Complicated Dude
2023-06-2331 minCoffee With Cool PeopleTrish Munn - Photographer/Journalist/BossTrish Munn - Photographer/Journalist/Boss
2023-01-0543 min
The Travis Parry ShowEp 47: Getting Back on Course with Chip MunnExperiencing growth as a business owner can be simultaneously exciting and overwhelming. On today's episode, we're talking with someone who knows this transition well, Chip Munn, the CEO of Signature Wealth Strategies. Chip and his team have gone through various stages of growth but he is able to maintain a personable relationship with his clients while also being an author and podcast host. Managing all of his professional duties along with his personal life has all been about maintaining balance. To Chip balance means being present where he is. When he's out of balance, he fi...
2022-08-0429 min
The Retirement RemixHoliday Survival Guide - Boundaries, Budgets and Your Financial Plan🎄🎁 🎄Neighborhood parties and Facebook group gossip. Hectic family event schedules. Holiday travel. Disagreements with your spouse on how early to hang the lights. Christmas gift budgeting and savings. The holiday season comes with a unique set of stresses... emotional and financial. 🎙In this episode, Chip and Jon put a bow on Season 2 of The Retirement Remix show with stories and advice on how to set boundaries and get through the holidays without breaking your financial plan.P.S. The safeword is mistletoe.
2021-11-1235 minThe Retirement RemixHigh Quality Retirement; 3 Key Questions from MITA “high quality retirement” starts with three questions, according to the MIT AgeLab. While these three questions may not directly correlate to the question of healthcare or healthcare costs, they are most certainly related. Rounding out their series on Healthcare in Retirement, Chip and Jon talk about planning the who, what, when, where, and why that will ultimately lead to a long and healthy retirement.
2021-10-2927 minThe Retirement RemixHealthcare: The Retirement Wild CardAccording to Johns Hopkins University, 92% of people 80 and over have a chronic condition, and 73% have two or more. As financial advisors, we work to help you understand the true costs of healthcare expenses in retirement.In this episode, Chip and Jon discuss why healthcare can be a wildcard in retirement. They start by asking four key questions: Do you understand the medical expenses associated with existing conditions? Have you thought about when you will start taking Medicare benefits? Are you familiar with what Medicare does and doesn’t cover? Do you have a plan for additional coverage ou...
2021-10-2226 minThe Retirement RemixThe Real Cost of Health Care in RetirementRoughly 15% of the annual retirement budget is actually spent on health care for a lot of families - typically totaling about $12,000. With health care costs climbing, it's critical to have conversations about your health care costs and work with your financial team to have a plan in place for your specific needs. In this episode, John and Chip talk about how to plan for - and pay for - healthcare in retirement. Whether through COBRA, or other means. They discuss the cost of inflation on health care expenses and why saving for these should be as much...
2021-10-1527 minThe Retirement RemixThe Choice is Yours, Aging With IndependenceIndependence is sometimes the one thing seniors feel they can control as certain aspects of their life change with age. The ability to age in place -or stay in your own home - is important to most Americans; therefore, 85% of care is provided at home or with relatives.In this episode, Chip and Jon are joined by Zach Hearne, a Senior Wealth Advisor at Signature Wealth, to recap previous discussions about long-term care. Zach adds to this conversation some myths and misconceptions about long-term care and a personal story about the emotional impact of being the caregiver...
2021-10-0832 minThe Retirement RemixLong-Term Care: What's Covered and Who Pays?The average 65-year-old today could expect to live to between 84 and 87 years old. At that age, it's very likely that some amount of care will be needed. Meaning, you will need to depend on some combination of long-term care insurance, personal savings, investments, income from Social Security and pension benefits, or proceeds from the sale of your assets to cover these costs.In this episode, Chip and Jon talk about the different roles involved in long-term care as well as financing strategies and options that may make it more affordable.
2021-10-0127 minThe Retirement RemixPlanning for Long-Term Care Assistance in RetirementToday, about one out of four 65-year-olds will live past age 90. Listen to this important discussion about the possible challenges we face as we live into our 80's, 90's and beyond. Simply living a long life can impact your income, health, and quality of life. In this episode, Chip and Jon review the types of long-term care insurance and services available. They note that in 2017 the long-term care industry paid nearly $10 billion in claims, and those costs are increasing at 5 or 6% a year. ***Disclaimer: These policies...
2021-09-2426 minThe Retirement RemixUnderstanding Long-Term Care and Insurance CostsDid you know that nearly 70% of 65-year-olds will need long-term care services or support in their remaining years? Long-term care refers to assisted living, skilled nursing or specialized care in your home or an assisted living facility - aid that isn't covered by standard health insurance. In this episode of The Retirement Remix, Chip and Jon answer the uncomfortable questions about how to plan for these later-in-life decisions, how to be sure you can afford it, and how to support loved ones through the process. Listen in for personal stories from their lives and those...
2021-09-1722 minThe Retirement RemixBehind the Scenes (tips and myths!) with Three College Admissions ProsWrapping up our college planning series, Chip and Jon are joined by three college admissions professionals who bring unique insight and perspective to the college planning and entrance conversation. In this roundtable conversation, they discuss crucial college planning advice like the metrics colleges use in admissions decisions, how to write great essays, leveraging AP classes and scores, and busting some FAFSA and education funding myths. Listen in as Bethany Fee, Brittany Privott, and Weston Nunn give you all the admissions details!Raymond James is not affiliated with and does not endorse the opinions or services of Bethany...
2021-09-1047 minThe Retirement RemixSacrificing For An Education, Is It Worth It?More than 75% of parents put their children's education before their own needs. And 4 out of 5 parents believe that career passion is more important than earning potential. Paying for your student's college education gives them the opportunity and freedom to pursue their dreams and build toward their future. But at what cost to you? Mounting credit card debt, withdrawing from retirement accounts, and delaying your own retirement are common answers to this question.So, would you believe that 2 out of 3 of those parents say they would do it all over again for their student?...
2021-09-0331 minThe Retirement RemixPaying for College: What options are available?Figuring out how to pay for college can be a daunting task. The truth is that there are more possibilities and options than many people think. Join hosts Chip and Jon as they cover ways to remove the uncertainties of paying for college. With their actionable tips and sage financial insight, you’ll come away with an understanding of college funding that’s in sight and within reach.
2021-08-2726 minThe Retirement RemixEducation Planning and PrepInvariably, the biggest decision students make following graduating high school is “Where to now?”. Should they go straight to work, continue to college, take a gap year, get a technical degree, or perhaps a combination of these approaches? Chip and Jon discuss various education paths and how to get there efficiently and affordably. Learn where to start to make the best decisions for your students’ objectives, abilities, and career aspirations. Listen in for know-how nuggets and actionable tips on education planning and prep.
2021-08-2040 minThe Retirement RemixGetting Plugged In with Mike Miller and Kevin LackeyLearn how to build connections in your community and “plug in” to relationships in your area. In this episode of the Retirement Remix, hosts Chip and Jon are joined by guests Mike Miller, President of the Greater Florence Chamber of Commerce, and Kevin Lackey, Director of Brunswick Business and Industry Development. Listen in as they offer valuable information about making connections and networking locally.
2021-08-1337 minThe Retirement RemixI moved, now what? Settling Into Your New Home and CommunityJoin hosts Chip and Jon in this episode of the Retirement Remix as they discuss how to ease into your new home and community after a move. Hear insight and tips about setting up a new network of contacts, unpacking and organizing your home, and following up with your financial team. Find out why moving time is an opportune time to check on your financial goals一and keep them on track. Settle into your new home with these actionable tips from Chip and Jon.
2021-08-0627 minThe Retirement RemixMake the Most of Your Move with a Moving ChecklistIn this episode of the Retirement Remix podcast, Chip and Jon discuss how to put together a moving checklist to make the most of your move. Whether you’ve already committed to moving or are planning a move in the future, this episode is sure to delight listeners with practical, helpful advice. Learn about preparing for a move, packing guidance, timing your moving tasks, moving day, and the important things that people often forget when they move. This episode is packed (ahem) full of tips for everyone moving to another home.
2021-07-3024 minThe Retirement RemixShould I move? How relocation might affect your retirement.In this episode of The Retirement Remix, Chip and Jon discuss how relocation, or simply moving down the street, might impact your retirement. The average American moves homes over 11 times in their lifetime. Find out why someone might move as they are approaching or considering retirement and learn about the effect moving can have on your healthcare, support network, and finances. Gain new insight as Chip and Jon reveal potential opportunities for movers approaching or considering retirement.
2021-07-2321 minThe Retirement RemixRetirement Goal PlanningChip Munn and Jon Tait discuss a key problem for anyone who wants to retire: “Can I Retire Yet?” Listen in and find out about the "7 things you need to know to retire confidently". If you want to learn more about making your retirement dreams come true, then don’t miss this podcast.
2021-07-1624 minThe Retirement RemixRetirement ReflectionsKicking off a new segment, Chip and Jon reflect on how long we work before retirement and how long we are now living in retirement. Everyone will have a unique retirement plan and it makes a big difference to reframe what "retirement" means to you. Some starter questions we cover: What are the differences in the social security system now than when it first started? What are some non-financial impacts to prepare for when transitioning to retirement?
2021-06-2521 minThe Retirement RemixReal Estate Insurance 101 with Erik MarechalIn this special episode, Chip Munn and Jon Tait are joined by Erik Marechal, President of Mclean Marechal Insurance to discuss how to help protect your real estate investments with insurance. The biggest takeaway: relationships make the difference.Raymond James is not affiliated with Erik Marechal and/or Mclean Marechal Insurance. Raymond James does not endorse the opinions or services of Erik Marechal and/or Mclean Marechal Insurance.
2021-06-1833 minThe Retirement RemixReal Estate Investing 101 with Realtor Karen SchwartzIn this special episode, Chip Munn and Jon Tait are joined by Karen Schwartz, Realtor®/Broker co-owner at Domin & Schwartz Real Estate Group to discuss how to maximize investments in real estate.The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James is not affiliated nor endorses the services/opinions of Karen Schwartz.Any opinions are those of t...
2021-06-1128 minThe Retirement RemixHow does inflation impact real estate?Inflation is essentially things getting more expensive over time. So what can we do to combat inflation? Real estate can provide rental income unlike any other “inflation-proof” investments. Financial advisors, Chip Munn & Jon Tait, provide inflation estimates in all their financial plans and share their expertise in this episode about real estate and inflation.
2021-06-0423 min
Be Advised - Leading with ValueEpisode 24 – Cracking The Code to Investing in Success— with Guest Chip MunnMany advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next. In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, … Continue reading Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn →
2021-05-2629 minThe Retirement RemixEstate Planning 101 with Kelly ShovelinIn this special episode, Chip Munn and Jon Tait are joined by Kelly Shovelin, estate law attorney. They discuss how to protect and preserve all that you hold dear.The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James is not affiliated with Kelly Shovelin.
2021-05-2129 minThe Retirement RemixDealing with the loss of a loved one?Financial advisors, Chip Munn and Jon Tait sit down in this episode to talk through a few scenarios - sudden loss, serious illness, and health - and how they approach each in their client's lives. Even if you are in good health, going through the checklist can make a difference in the event tragedy strikes. Their number 1 advice in any situation, don't hurry...
2021-05-1521 minThe Retirement RemixHow do I recover from financial loss?Don’t miss this lesson… There's a big difference between losing some money and losing enough money that alters your future. Financial advisors, Chip Munn and Jon Tait are back this week to discuss something we all experience in life, financial loss. Listen in to hear their tips on how to recover from loss.
2021-05-0719 minThe Retirement RemixHow do I sell my business?Business owners focus on building and running their business; however it's just as important to think about your succession plan when it comes time to retire. Financial advisors, Chip Munn and Jon Tait discuss emotional and financial factors, plus the steps to selling a business.
2021-04-3026 minThe Retirement RemixShould I buy a business?Be a business owner without starting from scratch... Financial advisors, Chip Munn and Jon Tait talk this week about evaluating existing businesses, industry tips, and how to negotiate.
2021-04-2321 minThe Retirement RemixShould I Start a Business?There is a lot of potential out there to start a business but also a lot of risk. Financial advisors, Chip Munn and Jon Tait, explore why you should start your own business and what to think about to help make that big decision.
2021-04-1622 minThe Retirement RemixWhat are the Social Security Myths?Social Security won’t be around so why bother? Well, that’s not entirely true. Financial Advisors, Chip Munn and Jon Tait discuss a few of the #socialsecurity myths and provide their expert insights into what will affect this government program as you start to plan your retirement.
2021-04-0917 minThe Retirement RemixWhen should I apply for Social Security?You’ve picked out the big date for your #retirement. So what’s next? Financial advisors, Chip Munn and Jon Tait, provide their tips on when you should apply for #SocialSecurity and how. Tune in!
2021-04-0219 min
Maximum AdvisorThe Math of Finding a Niche Market with Adam CmejlaJoin 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!
2021-03-3040 minThe Retirement RemixHow Women Are Redefining Wealth with Sherry HolleyIn this special episode, Chip Munn and Jon Tait are joined by Sherry Holley, President of Gratz Park Private Wealth. Sherry leads an all-woman wealth management practice and shares her take on the unique needs of women in financial planning and investing. Tune in to learn why we believe the future of finance is female.
2021-03-2619 minThe Retirement RemixHow can I maximize my return on Social Security?Another bite-sized dose of actionable retirement planning tips is here! We are still talking all things #SocialSecurity. Financial advisors, Chip Munn and Jon Tait share their insights on when to apply and the different phases of retirement.
2021-03-1919 minMaximum AdvisorGrow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ BlueprintChip 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
2021-03-1639 minThe Retirement RemixWhat is Social Security?Financial advisors, Chip Munn and Jon Tait, discuss the history of Social Security, how it works, and how to consider it when thinking about your retirement plan.
2021-03-1220 minThe Retirement RemixHow do taxes impact a small business?In this episode, financial advisors Chip Munn and Jon Taite share their insights on how taxes impact #smallbiz including how there is no index for the small business market, which expenses are tax deductible, when to become an LLC or S-corporation, and more.
2021-03-0520 minMaximum AdvisorGet Recognized as an Expert with Publishing & Podcasting Features and Perfect Your Pitch with Amanda BerlinDeveloping 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
2021-03-0235 minThe Retirement RemixHow do I build a retirement income plan?Some things are too important to do yourself and certain pre-tax and post-tax choices impact your retirement plan. Financial advisors, Chip Munn and Jon Tait provide their tips on where to start, tracking income and expenses, W2s, Roth IRA, 401Ks, employer plans, and other long-term planning strategies.
2021-02-2618 minThe Retirement RemixShould I do my own taxes?Or do you have enough “complexities” to need a professional? And what is tax planning? In this episode, financial advisors Chip Munn and Jon Tait provide their insights on DIY taxes, tax services, freelancers/independent contractors, tax preparation, buying or selling a home or rental property, life events, the tax code, business tips, and more.
2021-02-1925 minMaximum AdvisorBuilding a Thriving Financial Practice & Establishing a Succession Plan with Adam GoetzIn 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 discussthe challenges new advisors face in the financial planning businesshumble beginnings in the financial planning business and what enabled them to flourish into their current roleshow to grow a practice inorganically by having the right conversations with potential acquisition partnersChip and Adam provide the valuable inside scoop on...
2021-02-1628 minThe Retirement RemixHow does the new administration impact our taxes?Nobody likes to pay taxes ever; it’s just a part of who we are. This week, Chip Munn and Jon Tait discuss taxes, money, charitable giving, the tax bill, tax brackets, tax code changes, roth ira, traditional ira, stimulus checks, tax increases, tax strategies, and more.
2021-02-1218 minThe Retirement RemixWho is the CFO of your relationship?Every relationship has a person who takes on the responsibility of the finances. This week, Chip Munn and Jon Tait discuss relationships, retirement, communication, emotional impact, medical emergencies, widowed spouses, investments, taxes, and finances.
2021-02-0520 minThe Retirement RemixHow should my budget and spending change during retirement?Your biggest mistake could be not having a budget and a plan yet for retirement. And you’ll want to account for lifestyle changes. Chip Munn and Jon Tait provide their tips on retirement planning, budgeting, spending plans, working past retirement, social security, pensions, the stock market, income sources, annuities, and more.
2021-02-0516 minThe Retirement RemixIntroducing the New The Retirement Remix ShowIt wouldn’t be “The Retirement Remix” if we didn’t remix it for the new season. Chip Munn returns for season two and is joined by his new cohost financial advisor Jon Tait to answer frequently asked questions they receive from their clients. We talked about estate planning, taxes, money, relationships, social security, effects of aging, lifestyle, and finance.
2021-02-0514 minMaximum AdvisorHOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?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?
2021-01-1929 minMaximum AdvisorAttract Your Ideal Client Through Compelling Web Content Creation with Ashley BarnettIn 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
2021-01-0529 minMaximum AdvisorHow Hosting a Financial Advisor Podcast Sustains Growing Client Base with Benjamin BrandtWhat 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
2020-12-2232 minMaximum AdvisorHOT SEAT ASK: How can I reposition my practice from insurance to financial planning?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 t...
2020-12-0833 minMaximum AdvisorThe Matt Thiel Story: How One Financial Advisor Transitioned to His Independent Dream Practice, Bringing 96 Percent of His Clients With HimIn 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
2020-11-2439 minMaximum AdvisorMaximum Advisor Season 3 RecapThis 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
2020-10-2724 minMaximum AdvisorLeadership Vision and The Second in Command with Brittany AndersonIn 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. They 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
2020-10-1335 min
Adulting Is Easy: Making Personal Finance & Real Estate EasyAIE 28: Assembling Your Dream Team with Chip MunnThis episode's guest is Chip Munn, CEO and Visionary of Signature Wealth Strategies. He has 20 years of financial planning experience. He has written two personal finance books, one geared toward financial planners and one for everyday folks (which is mentioned in this podcast, The Retirement Remix: A Modern Solution to an Old School Problem). Chip is a proud graduate from Clemson University, and lives in South Carolina with his wife and their four sons. Lauren and Chip discuss who you should have as a part of your personal finance dream team, and some of the members might surprise you...
2020-09-2941 minMaximum AdvisorHow to Prepare for the Coming "Seismic Shift" in Financial Planning With Coach JoeIn 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 th...
2020-09-2936 minMaximum AdvisorHow Target Market Focus Built this Advisor a Client Waiting List with Meg BarteltOn this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Meg Bartelt, founder and Lead Planner of Flow Financial Planning. Chip and Meg start the segment by discussing Meg’s background in both the financial and tech worlds. Meg began her career as a technical writer based on the West Coast, eventually obtaining her masters in financial planning. Shortly after, she transitioned to working in fee-only RIA firms located in Norfolk, Virginia. Meg explains that she began to feel uninterested in the firm’s investment focus where the audience was largely retirees...
2020-09-1530 minMaximum AdvisorBuilding a Brand & Reaching your Niche Audience with Matt HalloranOn this week’s episode of the Maximum Advisor Podcast, Chip Munn is joined by Matt Halloran. Halloran shares with viewers what he’s learned in his 20 years of experience in the financial industry as an expert in branding and social media marketing. Chip and Matt start off the episode by discussing the importance of identifying your niche market and why you need to narrow down your audience even more, becoming, “hyper specific”. Matt explains, “Once you have that niche and you know their language and you know how to communicate to them and you know their needs, you...
2020-09-0137 minMaximum AdvisorThe Importance Of Advisory Boards with Steve WershingIn this week’s episode of Maximum Advisor Podcast, Chip Munn is joined by Steve Wershing, CFP, and president of The Client Driven Practice. Wershing began his career in the finance industry over 32 years ago and has held a variety of roles that have led to his expertise as a leader in organizing and running client advisory boards and referral coaching.Chip and Steve discuss the importance of an advisory board and why it’s a crucial component to better understanding your client’s financial needs. Steve explains, “A client advisory board is a facilitated, ongoing conversation with abou...
2020-08-1841 minMaximum AdvisorHow To Be A Winner In The Experience Economy with Dennis Moseley–WilliamsChip Munn is joined by this week’s guest, Dennis Moseley Williams. Dennis is an internationally known consultant, motivational speaker, author, and founder of DMW Strategic Consulting. Dennis is a limitless resource on the subject of the experience economy and its relevance to the financial services world.Chip and Dennis kick off the segment by reviewing the definition of the experience economy and how it differentiates from the service aspect when relating to clients or customers. Dennis explains, “Experience is designed and staged to create time well spent, to create engagement, delight all based on personalization and ulti...
2020-08-0450 minMaximum AdvisorLeveraging Client Input to Uncover Revenue Opportunities in Your Practice, with Julie LittlechildIn this episode of Maximum Advisor, Chip is joined by Julie Littlechild, CEO & founder of Absolute Engagement. With over 25 years of experience in client engagement research, Julie is an expert at identifying current trends. She breaks down what it means for financial advisors and investors to effectively interact and communicate with clients, particularly during times where there may be heightened stress and uncertainty.Chip and Julie begin the segment by discussing her background and how Absolute Engagement has changed over the years. Julie explains, "The business has morphed and changed to some extent over the years, really bas...
2020-07-2130 min
A Quicker Path To Financial IndepdenceDTJ55: Rethinking Retirement With Chip MunnChip Munn is an author and entrepreneur with a focus in finance. He and his team have built a thriving wealth management enterprise, where he oversees more than $1.4 billion of client assets and leads a team of more than forty advisors and staff. Chip has been ranked among the top 10 regional advisors under the age of 40 by the On Wall Street magazine.Here are the key links from the episodeChip's siteGet your copy of Chip's book Retirement RemixMarc's Links5 Day Podcast Launch Mini...
2020-07-1618 minMaximum AdvisorBuilding a Practice vs Building Yourself a Job, with Dave GrantOn this episode of Maximum Advisor, Chip is joined by Dave Grant, financial advisor columnist and founder of Retirement Matters. Dave shares how he accidentally found himself in the world of financial planning and how he overcame various obstacles that led him to create his company.Dave begins this episode by sharing with listeners how his services started out heavily geared toward Illinois based teachers and slowly grew his clientele with a focus on retirement planning. Dave states, “I rebranded and then became more of a retirement income specialist. And then three years after that, this is whe...
2020-07-0736 min
Informed Decisions Independent Financial Planning & Money PodcastRetirement Remix with CEO & Author, Chip Munn - Podcast 185When Chip offered to appear on the Informed Decisions podcast we jumped at the chance to speak with him. Chip Munn is a senior financial advisor and CEO of Signature Wealth Strategies in South Carolina in the US. He is the author of The Retirement Remix: A Modern Solution to an Old School Problem, and host of The Retirement Remix and Maximum Advisor podcasts. Chip shares his ideas on: - building successful businesses - retiring with purpose, and on your terms - the role of financial planning in our live...
2020-07-0652 minMaximum AdvisorThe Advisor Playbook – Generating Sustainable Growth and Efficiency, with Duncan MacPhersonIn this episode for Maximum Advisor Podcast, host Chip Munn sits down with by Duncan MacPherson, author, consultant, keynote speaker, and CEO of Pareto Systems.Duncan starts the discussion by discussing how he accidentally found himself drawn to the financial services business and how his passion for finance led him to become an expert in his field and eventually, the CEO of what is now known as Pareto Systems. Duncan goes on to explain how three books, in particular, were instrumental in forming his understanding of the financial service sector. The goal of this show is...
2020-06-2348 minMaximum AdvisorPersonality Isn’t Permanent, Breaking Free From Self-Limiting Beliefs with Dr. Benjamin HardyIn this episode for Maximum Advisor Podcast, Chip Munn sits down with psychologist and author, Dr. Benjamin Hardy, to discuss his latest book Personality Isn't Permanent, and his previous best-seller, Willpower Doesn't Work.Listen in as Chip and Dr. Hardy explore and dive into important topics such as: Why journaling can be one of the most impactful steps you take to redefining your future. How honesty plays a role in changing your environment and keeping yourself accountable to your goals and end result. How trauma can be used to your advantage The goal...
2020-06-0931 minMaximum AdvisorRoundtable: How to Pivot Your Marketing and Show Up For Your Clients and CommunityOn a special bonus episode of the Maximum Advisor Podcast, Chip Munn sits down with three experts to discuss marketing, messaging, and aligned outreach during these times of high volatility. Listen in now to a vibrant discussion with Mike Onorato, Vice President, Publicity Services, Smith Publicity, Wes Gay, CEO and Chief Guide of Wayfinder, a StoryBrand Certified Agency, and Bobbie Adkins, Director of Marketing for Signature Wealth Group. Listen now to the valuable insights of our experts, Mike, Wes, and Bobbie, facilitated by Chip, discuss critical points on marketing, messaging, and outreach. This special bonus episode includes insig...
2020-04-241h 15The Retirement RemixSeasons of Uncertainty, Side Hustle Advice, and a Real-life Approach to Retirement Planning, with Wes GayJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Wes Gay, CEO and Chief Guide of Wayfinder, a StoryBrand Certified Agency. Wes believes clarity is king. With it, he helps organizations reach more customers, grow their sales, and align teams around their mission. He’s a writer, contributor to Forbes.com (focused on the millennial workforce), business owner, TEDx speaker, and former pastor.The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.-Chip Mu...
2020-04-1432 min
Becoming Referable PodcastChip Munn on Finding Success by Helping Coach Clients Through This Difficult TimeChip Munn is the CEO of Signature Wealth Group. After leaving teaching, Chip joined the financial services profession and, since then has gone on to build a wealth management enterprise with 10 advisors and over $1.3 billion under management. In addition to running Signature Wealth Strategies, he's also the host of the new podcast, Maximum [...]
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2020-04-0236 minThe Retirement RemixConsulting in Retirement, When Leaving the Workforce Doesn't Mean Quitting Work, With Gary EnglandJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Gary England, General Counsel and Human Resources Consultant.The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.-Chip Munn, Senior Wealth Advisor, RJFS | 135 S Dargan Street, Suite 200, Florence, SC 29506 | (843) 519-1100The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available da...
2020-04-0124 minThe Retirement RemixEmbracing Change for Your Ideal Retirement With Jay LavrincJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS, who is joined on this episode of The Retirement Remix Podcast by Jay Lavrinc, Director of Membership Relations at the Greater Florence Chamber of Commerce in Florence, South Carolina. The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.-Chip Munn, Senior Wealth Advisor, RJFS | 135 S Dargan Street, Suite 200, Florence, SC 29506 | (843) 519-1100The foregoing information has been obtained from sources considered to be reliable, but we do...
2020-03-1735 minMaximum AdvisorMichael Kitces on the Power of Content MarketingThis week on the Maximum Advisor Podcast host Chip Munn is joined by Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CAS. Michael is the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. Listen in now as Chip and Michael dive into a riveting discussion on topics like content creation, industry networking, and relationship building. Some of the most valuable conversations this episode include: Why content marketing is the secret to prospecting for the introverted advisor; allowing you to pr...
2020-03-1053 minThe Retirement RemixTax Planning on the Journey to Retirement with Nancy WaringJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Nancy Waring, CPA, and President of Waring & Associates in Florence, South Carolina.The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here.
2020-03-0330 minMaximum AdvisorBuilding Resilience In Business & Life with Jay CoulterThis week on the Maximum Advisor Podcast host Chip Munn is joined by Jay Coulter, CFP®, CIMA®. Jay is the host, author, and founder of the Resilient Advisor. The Resilient Advisor Podcast began about 3.5 years ago after Jay began coaching advisors and saw the value in sharing their stories and conversations. Jay finds that his podcast provides him with the opportunity to share best practices and meaningful tips on everything from stress, anxiety, and human struggles to business and marketing systems across the advisor community. The goal of this show is to develop a community of advisors who are f...
2020-02-2537 minThe Retirement RemixLiving With Intention and Utilizing Your Finances to Make a Bigger Impact With Angie WardJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS, as he interviews Angie Ward. Angie is a leadership professor and author living in Greenwood, Indiana. Angie and her husband, Dave, have always believed in being intentional with their lives, including their finances. This belief in intentionality, coupled with a value of service to others and the joy found in giving, has brought Dave and Angie to embracing a new adventure as they explore life after raising their children.The goal of The Retirement Remix Podcast is to engage in real conversations with...
2020-02-1840 minMaximum AdvisorHow Affluent Investors Select Elite Advisors - Kevin Nichols Breaks Down Social Media and Video MarketingThis week on the Maximum Advisor Podcast host Chip Munn is joined by a long-time colleague, Kevin Nichols, to discuss all things social media. Kevin has been with The Oeschsli Institute for twelve years and currently serves as the COO and Director of Coaching and Social Media. Listen in now as Chip and Kevin dive into topics surrounding marketing, social media, and prospecting specifically for financial advisors. Some of the most valuable conversations this episode include: How the affluent, particularly under age 45, prefer to receive educational content.The best ways to connect with affluent prospects in more mat...
2020-02-1132 minThe Retirement RemixCreating a Career That Never Feels Like 'Work' with Jim LoganJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews James 'Jim' Logan, a long-time friend, and man that truly embodies how to identify, chase and live your unique 'Retirement Remix.' Jim has had a full, varied, and adventurous career path leading him to combine his professional skills with his personal passions, creating a career that genuinely never felt like 'work.' The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.The Retirement Remix brings a fr...
2020-02-0541 minMaximum AdvisorYour Journey to Independence and Finding Your 'Best Business Life' with Mindy DiamondThis week on the Maximum Advisor Podcast host Chip Munn is joined by a long-time colleague, Mindy Diamond. Mindy is the President and CEO of Diamond Consultants, the host of the Mindy Diamond on Independence podcast, as well as a monthly columnist on wealthmanagement.com since 2004. Listen in now as Chip and Mindy talk all things recruiting, independence, and how to find where you fit. 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, w...
2020-01-2838 minThe Retirement RemixPreparing for Uncertainty - From Politics to Public Radio with Ken ArdIn this episode of The Retirement Remix Podcast, Chip connects with Ken Ard, former Lieutenant Governor of South Carolina and current radio host on Wake Up Carolina.Ken was elected to the Florence County Council in 2004. Four years later, he was elected chairman of the Florence County Republican Party. In 2010, Ken was elected Lieutenant Governor of South Carolina. His future in politics seemed bright, but in 2012 he resigned from office. As it turns out, there’s a big difference between running the finances of a campaign and running the finances of a family business.Having left...
2020-01-2342 minMaximum AdvisorImprove Your Productivity, Execute, and Get Growing with Brian MoranThis week, Maximum Advisor host Chip Munn is joined by Brian Moran, President and Founder of The 12 Week Year and co-author of the New York Times Bestseller The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months to discuss all things productivity.
2020-01-1431 minThe Retirement RemixNon-Retirement and the Serial Entrepreneur with Tim NorwoodIn the mid-1990s, Tim and his partners built a small business into the largest tax consultant company in the country for employment tax credits. In 2003, they sold that business to a data processing company. Tim calls this his first “retirement.” He was forty-seven years old and looking to retire, but he ended up working another twelve years. When he left there, he and his partners bought a small tax consulting business in Alabama and moved it to their small town in South Carolina, where it still thrives today.In 2004, he ran for the South Carolina State Sena...
2020-01-0227 minThe Retirement RemixDefining The Retirement Remix with Jill LewisListen in as Chip and Jill discuss the concept of The Retirement Remix, and why it’s such a meaningful conversation to start having. There are many ways you can ‘do’ retirement, from embracing unique opportunities and pursuing your passion to enjoying a laid back relaxed lifestyle. What’s right for your neighbor doesn’t have to be (and likely isn’t) right for you. You’ve worked hard to acquire the assets and have been diligent in planning and investing along the way. Now, you want to be confident that you can utilize the fruits of your labor, yet y...
2019-12-3134 minMaximum AdvisorIndustry Conference Tips and Highlights with Bary Dedge and Sean MullenIn a special episode of Maximum Advisor, host Chip Munn is joined by Bary Dedge, Chief Operating Officer and Sean Mullen, Executive Vice President of Growth Strategies, both of Signature Wealth Group to recap the 2019 financial industry conference season.Conferences provide valuable opportunities for networking, learning and professional growth. Bary and Sean join Chip to discuss how to ensure you are getting the most out of your time and resource investment to attend industry conferences or events.Listen in as Chip hears some valuable insights as well as some 2019 conference highlights.
2019-12-3141 minMaximum AdvisorAlternative Fee Structures and the Importance of Community with Alan MooreIn this episode of Maximum Advisor, host Chip Munn is joined by Alan Moore, CEO and Co-Founder of the XY Planning Network, and CEO as Advice Pay, which serves as a payment processor for financial advisors.Alan spent his career in financial planning, having earned his Bachelors and Masters degrees in Family Financial Planning from the University of Georgia. After years working for a few fee-only RIAs and having been let go from his last one, Alan decided it was time for a path change. So in 2012, at the ripe age of 25, Alan started his own RIA, Se...
2019-12-1739 minMaximum AdvisorDesigning, Building, and Managing Your Dream Practice Team with Tess KristensenTeam 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 t...
2019-12-0336 minMaximum AdvisorHow to Get Featured in the Press and Grow Your Credibility with Sabina HitchenSabina 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...
2019-11-1949 minMaximum AdvisorContinuing Education, and Financial Therapy with Josh HarrisIn 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/maxadvisorgroupAnd to take adv...
2019-11-0526 min
Maximum AdvisorThe Lessons of Seasons One with Chip MunnIt’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 bett...
2019-10-0821 minMaximum AdvisorThe Perils and Pros of Independence with John ChidwickJohn 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 sho...
2019-10-0130 minMaximum AdvisorBuilding Your Community with “The Friend-raiser”, Jill Lewis“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 busine...
2019-09-2428 minMaximum AdvisorThe Pissed Off Junior Advisor with Sean MullenSean 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...
2019-09-1741 minMaximum AdvisorRedefining the Client Experience with Sherry Holley President of Gratz Park Private WealthSherry 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...
2019-09-1040 minMaximum AdvisorPracticing 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 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...
2019-09-0334 minMaximum AdvisorBranding and Positioning with Bobbie AdkinsBobbie 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...
2019-08-2747 minMaximum AdvisorVisioning Your Success with Bary DedgeBary Dedge, Chief Operating Officer at Signature Wealth Strategies, Bary highlights the interesting dual focus good advisors should have. Advisors serve other advisors within their team and system, but also the clients whose investments are at the center of the business. To achieve your long-term goals and build the business you dream of, it's not one or the other, but both. Bary highlights some of the tactics Chip and his team have taken to achieve those dreams at Signature Wealth Strategies. The goal of this show is to develop a community of advisors who are...
2019-08-2034 minMaximum AdvisorMaking a Maximum Advisor with Chip Munn Chip Munn, a Managing Partner for Signature Wealth Strategies, defines what it means to be a growth-minded advisor and shares his own path to building a culture in his practice that is both productive and FUN. This podcast series is ALL about evaluating whether you're a growth-minded business, and ensuring that the future of your business is oriented for growth. That growth will help grow your pocketbook, your network, and most importantly your ability to give back by investing in your employees and your community and family as well. The goal of this show is to...
2019-08-2019 min
Behind The AdvisorEp #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip MunnIn this episode, you'll get to hear what it's like being the owner of a large RIA firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of great insight when it comes to building a strong structure, developing a solid team, and having a powerful acquisition strategy. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/189
2019-01-301h 08
Financial Advisor SuccessEp 105: Growing An Advisory Firm By Pairing Young Advisors To Acquired Books Of Business From Retiring Advisors with Chip Munn Chip Munn is the co-founder and managing partner of Signature Wealth, a hybrid wealth management firm on the Raymond James platform that has quickly gone from $300 million to over $1 billion of assets in just the past few years. With a focus on buying books of business from retiring advisors and handing them off to younger advisors, the firm's tremendous growth comes not only from their unique acquisition strategy, but also from the particular set of freedoms an independent RIA has to try out different technology tools and marketing strategies. In this episode, Chip shares what it was...
2019-01-011h 45
Maximum LawyerFinancial Advisement and Law ft. Chip Munn ML121Visit MaximumLawyer.com for complete show notes of each podcast episode, tips, hacks and more resources! In this episode, Jim & Tyson interview Chip Munn, CEO of Signature Wealth Strategies, a wealth management practice serving families in the Carolinas. Listen as they go over Chip’s business and discuss about the similarities of both industries.Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!You can also go to Max...
2018-11-2832 minMaximum LawyerFinancial Advisement and Law ft. Chip Munn ML121Visit MaximumLawyer.com for complete show notes of each podcast episode, tips, hacks and more resources! In this episode, Jim & Tyson interview Chip Munn, CEO of Signature Wealth Strategies, a wealth management practice serving families in the Carolinas. Listen as they go over Chip’s business and discuss about the similarities of both industries.Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!You can also go to Max...
2018-11-2832 min