[New Episodes for VOORNAAM] Insights from Luis Rosa and Maurice Miller on Planning, Authenticity, and Compensation Models

Luis Rosa

FDR of Build a Better

Financial Future LLC

Luis Rosa on Leading with Planning, Authenticity and Specialty

Luis Rosa the founder of Build a Better Financial Future LLC, speaks on the importance of authenticity in your approach and your business model, changing the status quo on pricing models, and how his BLX Internship program is cultivating the advisor of the future.

Maurice Miller on Rethinking New Financial Advisor Compensation

Maurice Miller, CFP, managing director of The Miller’s Wealth Management, talks about 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.

Maurice Miller

CFP, Managing Director of

The Miller’s Wealth Management

AVAILABLE ON

Sponsored by