The Matt Thiel Story: How One Financial Advisor Transitioned to His Independent Dream Practice, Bringing 96 Percent of His Clients With Him

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By Chip Munn. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Matt Thiel, President of Signature Wealth Strategies in High Point, North Carolina. The two talk about Matt’s amazing journey to an independent financial advisor practice (Signature Wealth Strategies) after 20 years at a large wirehouse. Learn what motivated Matt to make the change to an independent practice and how it presented new options and opportunities. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/032

36 episodes