At Women Advisor Summit, Summit Place’s Liz Miller will supply key steps to advisor success

At subsequent month’s InvestmentNews Women Advisor Summit Liz Miller, president and founding father of Summit Place Financial Advisors, will be part of different business figures sharing their experience round constructing a profitable advisory agency.

Miller, one among InvestmentNews’ 2026 5-Star Financial Planners and final yr’s CFP board chair, will take part in a Fireside chat on the subject of “Building a Business That Doesn’t Need You.” She will likely be joined by Cecilia Williams, chief working officer of Halbert Hargrove, Marcia Kamiak, and Michelle Bryant, managing companions at Premier Planning Partners.

InvestmentNews caught up with Miller to get some perception into the problems she will likely be addressing on the Women Advisor Summit, which takes place on Nov. 5 at 583 Park Avenue in New York City.

InvestmentNews: What are the important thing issues that advisors want to concentrate on when constructing a agency that may thrive past any particular person advisor?

Miller: “At a sure level, most single advisors take into consideration constructing a workforce or creating sustainability past themselves. To start, it is necessary to look inward and perceive your personal method to advising and the traits you consider outline your success. These key worth factors then need to be translated into each programs and expertise. To construct past the one, I consider it begins with planning these key success components into future expertise hires and systematizing service supply.”

InvestmentNews: How can advisory companies create capability to serve extra purchasers with out sacrificing high quality?

Miller: “Capacity will be constructed out in a number of methods. Some companies discover that including administrative help permits them to scale whereas sustaining an advisor’s secret sauce. Some companies leverage know-how to scale, however for know-how to really help scale, it’s all in regards to the agency that implements it. By that I imply, know-how can solely assist to the extent a agency is aware of its personal knowledge and processes properly sufficient to translate them into know-how programs. Still different companies discover that rising right into a workforce construction permits for extra scale. In these companies, a lead advisor, a customer support particular person, and a junior or affiliate advisor serve purchasers collectively. Firms that develop into this construction typically discover that it permits better capability on the lead advisor stage.”

InvestmentNews: What do you see as the massive takeaway from the session for advisors?

Miller: “I believe whether or not by success or longevity, most companies are going to succeed in a degree the place they’re making an attempt to determine how the agency can maintain past them. Whether it’s the need to maneuver away from industry administration duties or to develop into a frontrunner of many, I consider this session will present perception into how others have taken the steps to success.”

The Women Advisor Summit will function more than 20 speakers throughout greater than 10 content material periods. More than 200 attendees from the wealth management business are anticipated to attend the occasion.

The Summit will conclude with the Women to Watch awards, which honor probably the most influential girls in wealth management.

Don’t miss out on the chance to attend the Women Advisor Summit. Register now.