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Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next.
In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, and he is here to discuss why advisors should be tracking their results to see what tactics are working for their business based on growth, rather than just replicating what others are doing and expecting the same results.
You will learn:
- Why advisors should have a business framework within which to operate
- The five parts of the basis method and how you can apply them
- The organic growth changes this year—and what advisors should be focusing on
- And more!
Tune in to learn more about the big focus for advisors to see results this year!
Resources: White Glove | Brad Swineheart | Chip Munn | Maximum Advisor