ποΈ In this episode, we're joined by David J. Miller, a wealth management expert with a fascinating personal and professional journey. From his early days in Covina, Eastern Inland Empire, to establishing a successful wealth management business in San Diego, David shares his insights on entrepreneurship, finance, and the importance of helping others achieve their goals.
π Dive into David's passion for surfing and how it parallels his approach to life and business, emphasizing the value of being present and surrendering to the moment. He also discusses his unique perspective on sales as a service, focusing on value creation and problem-solving.
π¨βπ©βπ§βπ¦ From parenting to building a legacy, David reflects on his upbringing in a lower-middle-class household and how it shaped his views on financial stability and helping others avoid stress. He shares his morning routine, emphasizing meditation, visualization, and gratitude journaling, setting the tone for success.
πΌ David's approach to wealth management is centered around integrity, adding value, and understanding clients' goals. He discusses the importance of having a great team, trust in wealth management, and efficient tax strategies.
π Join us as David J. Miller delves into financial planning, investments, and the significance of having a clear strategy for a better future. His story is not just about financial success; it's a testament to personal growth, resilience, and the impact of helping others.
π₯ Tune in for an insightful conversation with David J. Miller, as he shares valuable lessons from his life and career, offering insights that are not only relevant to wealth management but also to personal and professional development. Subscribe for more inspiring episodes!