top of page

I found a better way and I want to share it with you.

This site is dedicated to empowering Financial Advisors.

Throughout the day I have in depth conversations with head office execs, advisor associates, and FAs from broker-dealers to registered investment advisors. The majority of FAs that I talk to are concerned about their options and the direction their industry is heading. They should be!

Based on these conversations I have formed strong opinions about the unprecedented opportunities and options available for advisors of all ages.


On this site I share these opinions and ideas.

Mindset: Welcome


Let's get acquainted...

My passion is to look for the better way in everything I do and to share it with anyone who can benefit. I am a business development consultant dedicated to elite professionals and their companies. I have worked with investment management companies, financial advisors, financial wholesalers, accountants, and lawyers  to transform the manner and structure by which they conduct themselves and their businesses. I use a simple formula for fast and effective results.

Your Brand = Your Value x Your Process x Your Connections


I have more than 40 years of industry experience, including management, business development, consulting and technology. After beginning my career as an FA, I then established my own firm and enjoyed success by implementing structured systems and processes. During this time, I also designed the first software to search for competitive estate planning and insurance products, compare their effectiveness and integrate them into a financial plan. After my subsequent experience as an individual advisor and manager, I then specialized in business consulting. Driven by my desire to "find a better way" in studying the best practices of FAs, I established a program to implement and master best practices to ensure their success. I continually refine my coaching and consulting programs to coincide with the rapid changes in the world around us.

~ David Miller

Home: About
Mindset: Blog

Subscribe Form

Home: Subscribe
Home: Contact


At Mindset Solutions we are always looking for the better way for a financial advisor to achieve their business and life goals, what ever they may be. For more information, feel free to get in touch and I will get back to you soon!


bottom of page