Thomas Miller is a leading authority on practice management techniques for financial advisors. He is a consultant to advisors throughout the country and assists his clients in building profitable books of business with high levels of recurring revenue. Thomas is a CERTIFIED FINANCIAL PLANNER™ from the Certified Financial Planner Board of Standards, Inc. During his time as a CFP® practitioner, Thomas focused his practice on partnering with business and families to develop strategies to protect, grow, and distribute wealth over lifetimes and generations of financial success. His professional specialties included comprehensive financial planning, retirement planning, estate analysis, wealth management, risk management, business succession planning, executive compensation design, and retirement plan benefit evaluation and design.
Thomas and his wife Margaret live in Marietta, Pennsylvania. They have two twin children, Harrison and Josephine.
Where to find Thomas Miller online
Game Changers: 7 Things Every Financial Advisor Needs to Know
by Thomas Miller
Tired of wasting your time on prospects who never buy from you? Or do you have so many clients to service that you find yourself unable to find time to go after the big fish? In "Game Changers: 7 Things Every Financial Advisor Needs to Know", author Thomas H. Miller reveals the strategies and principles financial advisors need to master to compete for top clients.
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