Episode 299 – How Chip Munn Went From Teaching Sixth Grade To Managing Almost $2 Billion in AUM

Most advisors take years to grow their practice. Very few are able to experience exponential growth right from the beginning.

Today’s guest is one of the few.

In this episode, Matt Halloran talks to Chip Munn, CEO of Signature Wealth Strategies, author, advisor, and host of Maximum Advisor Podcast. Chip breaks down the principles he used to achieve an unusually high growth rate into five simple steps: build, attract, systematize, invest, and scale (BASIS). He also dives into strategies to help you grow your base of ideal clients, attracting one niche at a time.

You will learn:

  • The importance of building the right management team, especially during the onset of a new business
  • Reasons to focus on creating a strong, cohesive internal company culture
  • Tips to master the three-step process of aligning, growing, and monetizing your practice
  • How to use a blend of organic and inorganic growth tactics
  • And more!

Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Chip Munn on LinkedIn | Chip Munn’s Website | Signature Wealth Strategies | Maximum Advisor Podcast | Maximum Advisor Podcast, ep. 27: Building a Brand & Reaching your Niche Audience with Matt Halloran | “The Retirement Remix: A Modern Solution to an Old School Problem” by Chip Munn | “Leap Before You Look: An Accidental Entrepreneur’s Guide to Building and Scaling a Financial Advisory Business” by Chip Munn | “The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It” by Michael E. Gerber | “Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business” by  Gino Wickman and Mark C. Winters| Restream.io

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