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Chip Munn
Co-founder and managing partner of Signature Wealth, a hybrid wealth management firm on the Raymond James platform known for acquiring retiring advisors' books and pairing them with younger advisors to scale the firm.
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Jan 1, 2019
• 1h 45min
Ep 105: Growing An Advisory Firm By Pairing Young Advisors To Acquired Books Of Business From Retiring Advisors with Chip Munn
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Chip Munn, co-founder of Signature Wealth, shares insights from his firm’s meteoric rise to over $1 billion in assets. He reveals the secret sauce of acquiring retiring advisors' practices and seamlessly pairing them with younger talent. Chip discusses the unique flexibility offered by the independent model, the importance of technology and shared resources, and how to ease client transitions during advisor changes. His passion for mentoring new advisors shines through, as he highlights the firm’s supportive culture and strategies for successful growth.
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