Posts Tagged ‘Chip Munn’
4X Growth in 3 Years: A Regional Breakaway Success Story
originally posted on Diamond-Consultants.com/ Most think of “breakaways” as those who leave the wirehouse world in search of greater freedom and flexibility and to create their own independent practices. It’s also common for these folks to focus initially on organic growth, then consider acquisitions down the road. The guest in this episode took a different…
Read MoreGrowing An Advisory Firm By Pairing Young Advisors To Acquired Books Of Business From Retiring Advisors
originally posted on Kitces.com/ In the 105th episode of Michael Kitces Financial Advisor Success Podcast, he and Chip talk in depth about what it was like for Signature Wealth as we transitioned from a regional broker-dealer to the independent model under Raymond James, how trying to hire staff and gain economies of scale created challenges growing…
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