Episode Details
Back to EpisodesFocused on the Future: Maurice Miller: Why the Wealth Management Industry Needs to Rethink New Financial Advisor Compensation Structure
Description
In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Maurice Miller, CFP, Managing Director of The Miller’s Wealth Management on reevaluating how new advisors are compensated, assisting your clients in talking about money with their children, and why there is no better time than now to be in the wealth management industry.
Specifically, Maurice discusses:
- Why, in order to broaden the talent pool into wealth management, we need to challenge the current structure of how new advisors are compensated.
- How advisors can advise their clients on talking to their children about money
- Why embracing technology and understanding the impact of social media is key to achieving success for the future
- In order to capture younger investors, advisors need to meet them where they are now, AND GROW WITH THEM
- As people are becoming more comfortable with sharing their personal beliefs it is also impacting their investment selection
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: Suzanne@suzannesiracuse.com
Connect With Maurice Miller:
- The Miller’s Wealth Management
- LinkedIn: Maurice Miller
- Email: Maurice.miller@prudential.com
About Our Guest:
Maurice is driven, consistent, compassionate, and an educator at heart.
He positions clients to take a big picture approach by helping them achieve their financial goals in a concise, sensible manner. Educating clientele on the “why” behind every financial decision along the way, he simplifies their complex needs and goals. The clientele who works with Maurice leave with a clear, written roadmap to their financial future, which focuses on six key areas of wealth management.
Maurice Miller has served small business owners, executives, professionals