Tag: advisor

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