HELLO!

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.

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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.

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~ David Miller