Financial Advisement and Law ft. Chip Munn ML121

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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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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