Liz Miller, the founder and president of Summit Place Financial Advisors (@summitpl) in New Jersey. Liz has a storied career, having started as a mergers and acquisitions analyst at First Boston and eventually becoming the chief investment officer of an investment management firm. Join us as we dive into Liz’s fascinating journey and learn more about the evolution of financial advising.
In this episode Brian and Liz Miller discuss:
- Launching A Financial Advising Firm In 2008
- Welcoming Multiple Generations Into Financial Planning
- The Joys and Challenges of a Career in Financial Advising
- The Importance of Having a Support System in Entrepreneurship
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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