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!
Related: How To Tell an Origin Story That Creates Raving Fans with Braden Dragomir