Chip Munn is the co-founder and managing accomplice of Signature Wealth, a hybrid asset administration firm on the Raymond James platform that has grown quickly from $ 300 million to greater than $ 1 billion over the previous few years. With a give attention to shopping for enterprise books from retiring consultants and handing them over to youthful consultants, the corporate’s enormous progress comes not solely from their distinctive acquisition technique, but in addition from the particular set of freedoms that an unbiased RIA has to check varied know-how instruments. and advertising and marketing methods.
On this episode, Chip shares the transition from a regional broker-dealer to an unbiased mannequin, in addition to the challenges and surprises he confronted alongside the best way. Hear how he has efficiently constructed his enterprise by guiding his ardour for serving to new folks within the business, his strategy to putting younger senior advisors in a crew to make momentary shoppers comfy, and why it’s so necessary to assist counseling. corporations which have chosen an unbiased mannequin.
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