Episode Details

In this episode of Focused on the Future, host Suzanne Siracuse speaks with Liz Miller, founder and president of Summit Place Financial Advisors and current chair of the CFP Board, about how she’s built a purpose-driven firm that prioritizes clarity, culture, and continuous evolution.

Liz shares her journey from institutional portfolio management to launching a boutique firm focused on multigenerational families, and why personal connection became central to her definition of impact. She also reveals how a marketing mindset and persona-based messaging help attract the right clients.

From community service to professional development and the growing role of artificial intelligence, Liz emphasizes the importance of staying flexible and always evolving to meet client and team needs in a changing profession.

Resources:

• Listen to Focused on the Future on WealthManagement.com
• Subscribe and listen to Focused on the Future on Apple Podcasts
• Subscribe and listen to Focused on the Future on Spotify

Connect With Suzanne Siracuse:

• LinkedIn: Suzanne Siracuse
• Twitter: Suzanne Siracuse
• Email: Suzanne@suzannesiracuse.com

Connect With Liz Miller:

• Website: Summit Place Financial Advisors
• LinkedIn: Summit Place Financial Advisors
• LinkedIn: Liz Miller
• Email: liz.miller@summitplacefinancial.com 

 About Our Guest:

Liz Miller, CFP® CFA®, is the founder and President of Summit Place Financial Advisors, LLC, an independent SEC-registered advisor, offering personalized investment management and financial consulting to elite families and individuals.

Previously, Liz was a principal owner of the investment manager, Trevor Stewart Burton & Jacobsen Inc., in NYC. In addition to managing portfolios and client relationships, she led the firm’s equity research activities and stock select