media
Signature Wealth Group Expands into High Point, North Carolina
HIGH POINT, NC – Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc., member FINRA/SIPC) has announced the grand opening of its High Point branch. “We are excited to partner with branch President, Matt Thiel (Senior Wealth Advisor, RJFS), to bring our suite of financial solutions to the community of High…
Read MoreCarla Souther Hauser Financial Services Joins Signature Wealth
Florence, SC – Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc., member FINRA/SIPC) has opened an additional office in North Wilkesboro, North Carolina that specializes in assisting long-term investors in creating comprehensive financial strategies. In early March 2020, Signature completed the latest addition to their continually expanding footprint when they…
Read MoreBary and Sean Give Industry Conference Tips and Highlights
originally posted on MaximumAdvisor.com In a special episode of Maximum Advisor, host Chip Munn is joined by Bary Dedge, Chief Operating Officer and Sean Mullen, Executive Vice President of Growth Strategies, both of Signature Wealth Group to recap the 2019 financial industry conference season. Conferences provide valuable opportunities for networking, learning and professional growth. Bary and Sean join Chip to discuss…
Read MoreSean Talks ‘The Pissed Off Junior Advisor’ on the Maximum Advisor Podcast
originally posted on MaximumAdvisor.com Sean Mullen, Executive Vice President, Growth Strategies for Signature Wealth Partners, joins Chip to discuss his own journey as well as the most common complaints of junior advisors that ends up driving them into an independent practice. On this episode, Chip and Sean discuss the pitfalls of making the jump to…
Read MoreSignature Wealth Group Makes WealthManagement.com’s 2019 Thrive List Of Fastest-Growing Advisors
Florence, SC (November 4, 2019)— Signature Wealth Group (sigwealthpartners.com) has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of…
Read MoreAdvisor2Advisor: Ed Swenson & Sean Mullen
originally posted on EnvestnetInstitute.com Envestnet advisors Ed Swenson & Sean Mullen talk about client questions and requests at both of their firms. WATCH HERE: http://media.licdn.com/embeds/media.html?src=https%3A%2F%2Fplayer.vimeo.com%2Fvideo%2F273777616%3Fapp_id%3D122963&url=https%3A%2F%2Fvimeo.com%2F273777616&type=text%2Fhtml&schema=vimeo
Read More4X 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…
Read MoreDUAL-CONTRACT SMAS VS. SINGLE-CONTRACT SMAS – Sean’s Thoughts
originally posted on PFIadvisors.com Sean Mullen, who has experience in both dual-contract and single-contract environments, points out that regardless of an RIA’s size and investment allocation to a particular manager, single-contract SMAs offer benefits to both advisors and clients that should be considered. Sean states, “With single-contract SMAs/UMAs, all investment managers are placed into one custodial account…
Read MoreHow This Team Grew to $800M from $280M in 14 months
Originally posted on onwallstreet.com Signature Wealth Group intends to ride that breakaway wave. “Right now, we are currently having discussions with advisors at both wirehouses and regional BDs and anticipate adding multiple locations later this year,” Munn says. “Our principal footprint is in the Carolinas and the border states, but we have also had preliminary…
Read More