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Mark Miller - Financial Advice Every Business Owner Should Hear (Edward Jones)
Mark Miller is currently the owner of an Edward Jones Financial Advisory firm, which he’s been practicing in since 2008. He is a Certified Financial Planner as well as an Accredited Asset Management Specialist (AAMS). He also holds the following registrations and licenses: Series 7, Series 66, life, health, long-term care, and annuities.
In addition to his role as a financial advisor, he often trains and hosts new financial advisors in his office for mentoring. And when he’s not working to train the next generation, he’s busy building wealth for his clients as well as growing his business!
In the first part of our conversation, Mark also tells us how he and two fellow high-school soccer coaches have coached, prepared, and mentored 5 teams to achieve the highest level in their sport - a state title!
(... And stay tuned for Mark's rapid-fire segment where he tells us about the Lambo currently parked in his garage...)
We’d love it if you’d take 30 seconds to leave us a review on Apple Podcasts and share MikedUp Pod with a friend. One last thing, if you’re just finding us on this episode, please head back into the MikedUp Pod feed and download some of our previous episodes featuring awesome guests like Jen Wells of TalentID, Nate from Coffee Connections, Jo from the Jo Henderson Project, and the Monfredi ladies, Joyce and Dr. Monica. One who taught me about entrepreneurship and the other - my wife and business partner! Thanks for supporting and we hope you enjoy!
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By mikeduppodMark Miller is currently the owner of an Edward Jones Financial Advisory firm, which he’s been practicing in since 2008. He is a Certified Financial Planner as well as an Accredited Asset Management Specialist (AAMS). He also holds the following registrations and licenses: Series 7, Series 66, life, health, long-term care, and annuities.
In addition to his role as a financial advisor, he often trains and hosts new financial advisors in his office for mentoring. And when he’s not working to train the next generation, he’s busy building wealth for his clients as well as growing his business!
In the first part of our conversation, Mark also tells us how he and two fellow high-school soccer coaches have coached, prepared, and mentored 5 teams to achieve the highest level in their sport - a state title!
(... And stay tuned for Mark's rapid-fire segment where he tells us about the Lambo currently parked in his garage...)
We’d love it if you’d take 30 seconds to leave us a review on Apple Podcasts and share MikedUp Pod with a friend. One last thing, if you’re just finding us on this episode, please head back into the MikedUp Pod feed and download some of our previous episodes featuring awesome guests like Jen Wells of TalentID, Nate from Coffee Connections, Jo from the Jo Henderson Project, and the Monfredi ladies, Joyce and Dr. Monica. One who taught me about entrepreneurship and the other - my wife and business partner! Thanks for supporting and we hope you enjoy!