Download the App!

show episodes
 
If you’re a growth-minded financial advisor looking for a better way to grow and scale your practice, you’re in the right place. Your host, Chip Munn, dissects the good, the bad, and the ugly of building and running a thriving financial practice with guests from financial advisors to industry experts. Because we’re better together.
 
I have #12minconvos with people from all over the world over the internet. Then I meet them face to face. Let's Explore the power of a conversation as I listen, learn and share episodes daily on the quest for creating a brand of Your Own Unique Real Self.
 
Loading …
show series
 
In 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. The 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 peo…
 
In 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 broker…
 
On 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 fin…
 
On 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…
 
Paul Conant Owner of: Gizoom Marketing & Media Podcast host of The Profit Protocol Creator of: The Profit Protocol, & Pillars to a successful business. Links: www.TheProfitProtocol.com / www.Gizoom.com I've been running Gizoom Marketing since 1991 and through the years I have found that it's not the marketing business owners need help with. It's th…
 
In 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 coach…
 
Chip 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 re…
 
In 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, part…
 
Dr Stem is a Confidence Coach, Therapist, Author of more than 30 books and Speaker whose sole purpose and passion is to Encourage, Motivate and Empower others to be the best version of themselves by boosting self confidence Being Confident and massively successful is the ultimate goal. I recently co-authored an incredible brand new book “The Succes…
 
Chip Munn graduated Magna Cum Laude from Clemson University, earning a degree in education. Chip was selected as an Academic All American by USA Today. Though he began his career as a teacher in a formal education setting, he quickly realized that his teaching skills could translate into a career in wealth management, and he transitioned into finan…
 
On 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 service…
 
Ron Damico is a Transformational Catalyst, Energy Healer, and Spiritual Guide, helping each of his clients to release long-held energetic blockages that interfere with their ability to live the life they truly want to live. In this Ron is a highly skilled mentor and teacher who facilitates healing by guiding his clients through their own unique pro…
 
Justin Loncaric is the owner of JL Realty Group and founder of Listing Loans. He helps Burlington, Ontario families move up. With a fun and dynamic team, he's an expert in helping families move to the perfect home for the next stage in their lives. As a father of 3 children, he's been through the same struggles that he helps his clients with, which…
 
Chris Shebib is a real estate agent in the Durham region. His Blue Orchard Method helps families upsize and build generational wealth through real estate. A general contractor turned Silicon Valley digital marketing exec turned realtor, Chris uses data to give his clients a competitive market advantage. You can find Chris at blueorchardrealty.com.…
 
In 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 fiel…
 
Marilyn O’Hearne, MA, International Coach Federation Master Certified Coach, is globally experienced (since 1998; in 40 countries) and known for her big picture approach, producing sustainable results. Leaders, teams, coaches and organizations, including the United Nations, move from the overwhelming uncertainty of our rapidly changing, culturally …
 
Nate Johnson is a coach, writer and speaker who's always down for an adventure. In a former life, he cut his teeth as a suicide prevention counselor, business development manager at Inc. Magazine, founder of a digital marketing company, whitewater rafting guide in New Zealand and cattle rancher in the Australian Outback. Having survived a boating a…
 
Kris Ward is the leading authority in building your business by building your team. Kris is the founder of the Win The Hour, Win the Day philosophy. She helps entrepreneurs easily double their income and triple their time off. After the loss of her husband, Kris returned full-time to her work as a marketing strategist. She was thrilled to see that …
 
Aaron D'Souza is a dating and relationships coach for women who want to attract their truly aligned life and love partner(s) and do so with his coaching. He seeks to empower women to raise their standards and aim for the very best for and of themselves, their partners, and their relationships. LinkedIn: https://www.linkedin.com/in/aaron-d-souza-212…
 
Jared "Psych" Laurence is an international motivational speaker, CEO of Modern Flirting, Author of “How To Meet Your Dream Girl Tonight” and “The Psychology Of Modern Flirting”, trained therapist, as well as a globally recognized Lifestyle Consultant and Dating Mentor. For nearly 15 years, Jared has been voted the best new dating expert, received n…
 
Chris Wang is Director of Research at Runnymede Capital Management and co-host of the video series Buy Local NJ, which spotlights local, New Jersey businesses. He has been named among the INVESTOPEDIA 100: Most Influential Advisors, Top 100 Most Social Financial Advisors by Brightscope, and has appeared on Reuters TV, Barron's, and Forbes. Runnymed…
 
Amy Cheryl, Founder and Creatrix of Women's Worth Academy (WWA), is a modern day medicine women providing the skill sets and safe, sacred transformational space for the deep healing that is imperative to come home to your throne as the Queen you inherently are. This in turn has a ripple effect that heals humanity, and leaves the legacy women desire…
 
A lifelong lover of conversation and getting to know people, Meg started her career as a journalist. She shifted to communications, working for government departments and a PR firm before making the switch to freelancing/consulting. Meg discovered she could use her decade of communications experience and interviewing and writing skills to help peop…
 
Andean Wisdom-keeper & Guide Trained since a young age by his Elders Jhaimy carries the teachings of his Ancestors with a deep reverence and passion to support his brothers and sisters around the world. As a keeper of Ancient Wisdom he has been invited to share his knowledge and lead ceremonies at conferences, universities and retreats throughout C…
 
Kai Davis helps businesses get found online and grow. Kai is a digital marketing consultant who works with indie freelancers/consultants (at KaiDavis.com) and Shopify merchants (at DoubleYourEcommerce.com). He writes a daily letter (yup) on marketing for consultants at kaidavis.com/lettersand would love to have you as a reader.…
 
World Renowned Near-Death Survivor, Heart Transplant Recipient, Speaker & Humanitarian.2020 marks 10 years since I died in my husband's arms. Doctor's were unable to resuscitate me for over 90 minutes.During this time I had what medical researchers have coined as a near-death experience or NDE.It was unknown for months if I would survive. My life w…
 
Valerie Sheppard is a catastrophic stroke survivor, inspirational keynote speaker, multi-award-winning, #1 international best-selling author, university lecturer, certified Laughter Yoga instructor and CEO of the Heartly Center for Mindfulness and Self-Mastery™! She teaches self-mastery, featuring her 4-Step Happy to Be ME!© process, and is helping…
 
“Life is a gift, wake up every morning with the gratitude attitude and watch your world light up!” ~ Eileen BildI am Eileen Bild, Founder of EileenBild.com and Creator of Core Thinking for High Achievers. You may have heard of my Core Thinking Wheel: Evolution or my dynamic program called Core Thinking Blueprint from someone already working with me…
 
Eric Nevins is the host and produce of the Halfway There podcast, exploring the Christian spiritual journey. He founded the Christian Podcasters Association, a Facebook Group dedicated to helping Christian podcasters get their message out. Connect Online: https://www.facebook.com/ericdnevinsjrhttps://twitter.com/EricDNevinsJrhttps://www.linkedin.co…
 
Supriya, is a noted peace activist, human rights campaigner, and an author. She is a board member of the Hague Justice Portal, which was launched by Her Royal Highness Princess Margriet of the Netherlands in The Hague and The Peace, Justice and Security foundation based in the Hague which was inaugurated by American actress Sharon Stone, Silvia Fer…
 
Brandi is an award-winning designer, educator, and creative leader. She has been awarded for her poster design work including Judge’s Choice at the 2016 Adobe Creative Jam. In 2017, she was also awarded a prestigious “Albuquerque 30" award from the American Advertising Federation, which celebrates the 30 greatest ideas of the year. Brandi has also …
 
Anna De Salvo is a Life Productivity Coach for working moms. She is also a mom, wife, teacher, speaker, and course creator. She helps even the busiest working moms get ish done. As a working mom, she has invested her time, money and energy looking for ways to improve her ability to get ish done so she can show up for herself & family. She uses her …
 
"Gratitude is a like a muscle. The more we train this muscle to look for the good, the more good we find, AND the easier it gets.” ~ Vismaya Rubin Michele Vismaya Rubin, founder of Living in GRATITUDE Today and everyone’s favorite GRATITUDE gangsta, is on a mission to encourage people to exercise their GRATITUDE muscle in order to experience more l…
 
Kevin Hancock is the author of The Seventh Power: One CEO’s Journey into the Business of Shared Leadership. The CEO of Hancock Lumber Company, one of the oldest and best known family businesses in America, he is a recipient of the Ed Muskie Access to Justice award, the Habitat for Humanity Spirit of Humanity award, the Boy Scouts of America Disting…
 
Your Lifestyle MentorMy passion is to engage and challenge people in living healthy, more active lifestyles. With increasing obesity rates and a lack of focus and education on preventive medicine, our country is facing a health epidemic. The solution starts with parents modeling a healthy active lifestyle for their children to follow. Feel like you…
 
Mike Robbins is the author of five books, including, Bring Your Whole Self to Work and We're All in This Together. He's a former pro baseball player whose playing career ended due to an injury. For the past 20 years, he's been a sought-after motivational speaker who delivers keynotes and seminars for some of the top companies in the world. His clie…
 
Dr. Noel is the creator and host of the popular radio show, “Dr. Lo Radio” which rates in the Top 3 Health Shows on BlogTalkRadio. Dr.Lo Radio” is also a popular Podcast on iTunes and has attracted over 3 million listeners.To subscribe, click here. Each week she presents a different health topic and interviews an expert in that particular area. The…
 
April Doyle's vast experience in the entertainment industry began with successes in both the acting and modeling fields. Also displaying a unique vision and talent as a makeup artist/stylist, April quickly gained recognition in the beauty industry and found herself working with some of most influential names in the business. ​These talents were add…
 
Effective leadership training, team building, and personal development is more than a business for me, it is a calling.On a mission trip to India with a friend, I was introduced to a live-in men’s mentoring program called Alpha Academy. My passion for coaching started to take shape and set the stage for shifting from coaching and training the body …
 
Christy Whitman is a Transformational Leader, Celebrity Coach and Law of Attraction expert, as well as the two time New York Times bestselling author of The Art of Having It All and Taming Your Alpha Bitch. Both books were well received by the media. Christy has appeared on the news, The Today Show, The Morning Show, Ted X, and The Hallmark Channel…
 
Architect . Creative Director . Bestselling Author . Magic Maker . Ola wears many hats, each more beautiful than the last. She established IJORERE, Inc. in June 2008. Her architectural expertise is evident in her approach and is the background that sets IJORERE designs apart from the rest. Ola’s riveting debut memoir; Get Your Foot Off My Neck is a…
 
In 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 impactf…
 
Bruce Langford has been an entrepreneur and musician all his adult life. He quit his day job in 2005 to become focused full time on the prevention of bullying. Working as a presenter and program creator in the bullying field, led Bruce to become a mindfulness coach and teacher. He believes when we focus on respect, bullying will decline. Bruce also…
 
Prior to establishing her coaching business, Regena was, and still is a real estate enthusiast, an active Realtor, and a Certified Yoga Instructor. She works with individuals and families to help them create wealth thru real estate education and leads a local investor club in Bozeman, Montana where she lives most of the year. Marrying her commitmen…
 
Jay Wong is a serial entrepreneur, real estate investor and host of The Inner Changemaker; rated #1 Self-Help Podcast on iTunes. Jay’s mission is to help emerging thought leaders and business owners be able to launch Top 100 podcasts so that they can finally put a voice behind their movement. With interviews from game-changing entrepreneurs, multi-…
 
Jean Kay has written a poem at the start of every morning since Oct 1997. Her poetry books, Morning Light, Thanksgiving Poetry to Inspire, and Christmas Poetry to Inspire are available on Amazon. Jean is published in newsletters, anthologies, magazines, Coffee News, and she sells framed poems, bookmarks, and prayer cards at craft fairs and from her…
 
From 2009-2014 Amy with her business partner and father, Jeff, worked to help build one of the largest foreclosure purchasing companies in Los Angeles, California. In their final year, the company sold $77M work of real estate, employing over 50 people not including general and subcontractors, and would have up to 60 properties in active rehab at a…
 
Terrence Patterson is not only the President & CEO at Paragon Multimedia LLC, he is also a grandson filled with vivid memories of stories and experience that painted an unforgettable picture by his beloved grandmother. As a creator of content for digital, theatrical and indie film platforms, Terrence has been allowing audiences to share a glimpse i…
 
Stephenie Zamora is a life and business coach, the author of Unravel and Awesome Life Tips®, and founder of CallOfTheVoid.tv. Her work merges the worlds of personal development, energy healing, intuitive coaching, writing, and mixed media to help individuals rise up and come back from their most challenging chapters.Stephenie guides her clients thr…
 
Loading …

Quick Reference Guide

Copyright 2020 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login