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.
Understanding what the rules are and what the regulators are trying to protect people from
Community marketing
Into the digital space
Content creation
How to stand out being a financial advisor
They key is you have to create a unique value proposition
Make complex things simple
Cultivating the reputation of problem solver
Service
Strategic Coaching
Taking time off work
Setting up some boundaries
A very good investment
The growth mindset
Expand their practice and leave a legacy
Build a bridge between experienced advisors and young advisors
Systems
End of year objective
Taking a breather
Complete the digital funnel
How to run a financial advisement firm?
Coaching
Financial VS Planning
The abundance mindset
The Maximum Lawyer Conference 2019 is coming!
Jim’s hack: If you use Chrome, if you right click on a tab you can Pin the tab. I foy pint the tab, then whenever you open your browser that tab will be always open in a small tab in the left.
Rocketbook, a rewritable notebook that you can use that allows you to scan documents directly into a folder of your choice.
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Tyson’s tip: Also a Chrome hack. When you open your Gmail inbox, there should be a couple double diamonds at the end of the URL box. If you click on that, it gives you the option to open your Gmail when you click email addresses.
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Amy McGarry
I listen to every podcast, Saturday morning shows, HotSeats, etc. The information and ideas I learn from
each one. I may only receive a nugget of information, or feel encouraged that I am not the only one
going through something.
Harlow law office ltd, 04/21/2022
Jennifer Harlow
The podcast and fb group has been life altering. I always felt like I would never know enough to hang my
own shingle and employ people, but here I am, killing it. Lots of actionable steps for working on mindset,
business (some I had to go outside of law to learn) and really gathering attorneys who are willing to
share and lift up others, as opposed to tearing other attorneys down. I first heard about the podcast on
Ernie the Attorneys podcast and how they were doing amazing stuff. And they continue to do so. Now if
we could bring back maxlawcon I’d be over the moon.
Phil from AMEC, 04/17/2022
AMEC 2022
My name is Phil and I just met Dr. Renee Darko at AMEC Conference. Her energy was radiant and inviting; similar to how it is on the show. Drs Nii and Renee Darko are doing amazing
Psychcvb account, 03/02/2022
Yo Nii
Love the show especially first generation or first in family physicians!! Stories of the hard work, bus rides to prerequisite classes etc.. Digging out of school debt then making
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Are you a lawyer who is looking for a new way to improve your marketing capabilities? In this engaging episode of the Maximum Lawyer Podcast, Jim and Tyson delve into the world of digital marketing with expert Julie Chanel where they discuss success in building sales funnels.
Do you struggle with keeping realistic expectations? In this episode of the Maximum Lawyer Podcast, Tyson and Jim share their insights on unbridled optimism and how it relates to the field of law.
In this episode of the Maximum Lawyer Podcast, co-host Tyson Mutrux delves into the advantages of shared inboxes for law firms, as they can enhance team collaboration and efficiency.
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