Tag: Financial Planning
The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller

The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller

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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.

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 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 selection of the investment committee. Liz started her career as a mergers & acquisitions analyst for The First Boston Corporation. She went on to become a portfolio manager for Oppenheimer Mutual Funds. In 2008, she founded Summit Place Financial Advisors, LLC to focus on the complex financial needs of today’s multi-generational families.

Liz has been a leader in the development of wealth management. She led the first Private Wealth Management committee at the CFA Society of NY, where she was honored with a Volunteer of the Year award, and later served on the Board of Directors. Liz also served on the Wealth Management task force for CFA Institute, contributing to the initial curriculum on wealth management for CFA candidates.

Liz is the author of “Clutter-Free Wealth: A Goal-oriented Guide to Gaining Control of your Affluence” and is a member of the editorial advisory board for Trusts and Estates Magazine.

Liz received a B.S in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University. Liz is the proud mother of grown twin daughters, and she and her husband reside in New York City.

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Unlocking the Future of Financial Advising with George Nichols

Unlocking the Future of Financial Advising with George Nichols

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Suzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success in financial advising. Nichols shares insights into significant areas for financial advisors, such as specialization, the future of retirement planning, and the importance of representation. 

 Nichols explored how understanding the diverse needs of various communities is crucial for advisors to succeed in the future. He emphasized that financial advisors must adapt to the evolving landscape by focusing on expertise and representation.

Key focus points from their conversation include:

  • The significance of specialization in financial planning for heightened success
  • Insights into the future of retirement planning and its evolving demographics
  • The role of inclusivity and representation in driving firm growth
  • Strategies for addressing the upcoming retirement cliff within the industry

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Connect With George Nichols:

 About Our Guest:

George Nichols III, CAP®, currently serves as the 10th president and CEO in the storied history of The American College of Financial Services. Nichols joined The College after a 17-year stint at New York Life, where he held principal roles in sales, P&L, strategic initiatives, and public policy. In 2007, Nichols was named to the company’s executive management committee. He also served as executive vice president in the Office of Governmental Affairs.

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