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.
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- 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
- 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
- End of year objective
- Taking a breather
- Complete the digital funnel
- How to run a financial advisement firm?
- Financial VS Planning
- The abundance mindset
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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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