What’s Working Now: This advisor doesn’t let his firm’s rural location limit his business. Discover how he’s combining Social Security workshops and tech-savvy follow-up to maximize his firm’s reach.
Editor’s note: In this edition of What’s Working Now, an AdvisorRADIO...
This week we interviewed Daniel Miller, president of Miller Financial Group, a financial planning firm based in Red Oak, Iowa. Miller recalls how he learned that even the best financial plan wouldn’t work if it didn’t take clients’ priorities into account.
