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.

Topics:

    • Financial Advisors at the end of a trial
    • Chip’s Background as a Financial Advisor
      • Elementary school teacher
      • Lost family farm to the death tax
      • Opened a firm with 2 partners
    • Regulations in financial advisement marketing
      • 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.

 

Chip’s tip: Do a quick brainstorming call with Chip at https://signaturewealth.com/referral

Rocketbook, a rewritable notebook that you can use that allows you to scan documents directly into a folder of your choice.

 

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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