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…

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I had a phenomenal time last week at The MarketCounsel Summit filled with growth and networking opportunities at the beautiful Fontainebleau Miami Beach. Read on to check out some of my favorite highlights! The Q&A session with Bill Crager of Envestnet and Brian Hamburger of Hamburger Law Firm was one that will definitely stay in…

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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…

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I’m excited to share a recap of a busy, but great few days spent at Schwab IMPACT 2019 and the 2019 Beacon Roundtable in November. It turns out that our time here was best summed up in tweets! Bary and I began the week by attending Schwab IMPACT in the always sunny San Diego, California…

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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

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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…

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originally posted on InvestmentNews.com The MarketCounsel Summit 2017 – Why integration is essential (and how it works) Integration has been one of the biggest fintech themes in 2017. But why (and how) does this work? Matt Brown of CAIS and Sean Mullen of Advice Period explain. WATCH HERE: https://www.investmentnews.com/section/video?playerType=Events&eventID=mcs17&bctid=5672685971001&date=20171208

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