This Is How the Industry Can Develop the Next Generation of Leaders: Summit Place Founder Liz Miller

Since founding Summit Place Financial Advisors in 2008, Liz Miller, CFP® has prioritized developing the next generation of advisors, arguing the industry must strengthen its talent pipeline as demand rises amid the ongoing wealth transfer. She highlighted CFP Board’s expanding partnerships with colleges, including hundreds of CFP Board Registered Programs, and noted that CFP Board is encouraging CFP® professionals to engage in community outreach.

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