Liz Miller | SpeakerHub

Personal Details

Bio

Elizabeth Miller, president of Summit Place Financial Advisors, is a recognized market strategist, economist and author working with successful people to coordinate all of their wealth needs. Liz leverages her unique goal-oriented approach to wealth management to simplify clients’ financial lives and help them clearly see and track how they can master the future lives they seek.

With over 20 years of Wall Street experience, Liz is an award-winning entrepreneur and accomplished speaker. Through her programs and keynote speeches, she brings tremendous energy and financial expertise to any organization or event. Liz continues to present sold-out programs at the Chautauqua Institution on a number of topics, including: legacy planning and building your goal-oriented portfolio. Liz also speaks all over the country, most often at gated communities and professional organizations.

In addition to earning numerous industry awards, such as the 2017 and 2018 Five Star Wealth Manager recognizing top advisors for the highest in service and overall satisfaction, Liz is the author of “Clutter-Free Wealth: A Goal-oriented Guide to Gaining Control of your Affluence.” She is regularly quoted and featured in the media as a strategist and market expert for The Wall Street Journal, U.S. News & World Report, MarketWatch, and Financial Planning Magazine.

Liz received a B.S. in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University.

Current position (1)

President

Summit Place Financial Advisors

Achievements (2)

Finalist for Wealth Manager of the Year

Top Financial Services Firm in Summit, NJ

Degrees (2)

B.S.

The Wharton School at the University of Pennsylvania

1983 to 1987

Columbia University

1990 to 1993

Presentations

Presentations (3)

Building Your Goal-Oriented Portfolio

Do your clients have confidence in their investment portfolios? Do they know if they are on track to reach their lifestyle and legacy goals? Do they use yellow pads and spreadsheets to keep track of each different account, not knowing how it all performs or works together? A goal-oriented approach simplifies their lives, offers measurable results at every step and returns that personal sense of control even as they rely on professionals (like you) to manage their wealth. Learn how you can help build their goal-oriented portfolio. Leave with a clear sense of purpose and a roadmap, independent of stock market booms and busts.

Your Estate Planning - Your Family

Do you have clients that are considering gifts and legacy planning for their family? Many advisors are realizing that parents want to share their financial success with children and grandchildren but are concerned about supplanting their personal drive. Families with good relationships are often unable to even broach the subject of gift or estate planning and wonder how to start these conversations. And most who do address these issues, struggle to choose strategies given their unique family circumstances. If this sounds familiar, you will enjoy this presentation in which we introduce a variety of ideas to help you – and in turn your clients – achieve goals and start the conversations with their families.

Multi-Generational Advising

Multi-generational advising has become increasingly important for advisors. As fresh technology and new modes of communication come into play, the next generation will have different needs and desires. In this presentation, you will learn how you – as strategic advisors –can translate and incorporate the financial picture of a client from one generation to the next. You will also learn how to help their adult children think about how they’re going to grow their family and save for their own kids.