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Episode 24: Cracking The Code to Investing in Success – With Chip Munn

“I think that the willingness to change and adapt to new things is going to be a big determinant in people’s path forward in 2021 and 2022.” – Chip Munn

Many advisors get stuck in a shiny object mentality — seeing something work for another advisor and jumping from one tactic to the next.

In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group, creator of the basis method and podcast host of Maximum Advisor. He explains why advisors should be tracking their results to see what tactics are working for their business based on growth, rather than just replicating what others are doing and expecting the same results.

Listen + learn about:

  • Why advisors should have a business framework within which to operate.
  • The five parts of the basis method and how you can apply them.
  • The organic growth changes this year and what advisors should be focusing on.
  • And more!

Tune in to learn more about what advisors should focus on to get their best results!

Resources: White Glove | Brad Swineheart | Chip Munn | Maximum Advisor

White Glove is proud to present Be Advised – Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.

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