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The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller

The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller

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 In this episode of Focused on the Future, host Suzanne Siracuse speaks with Liz Miller, founder and president of Summit Place Financial Advisors and current chair of the CFP Board, about how she’s built a purpose-driven firm that prioritizes clarity, culture, and continuous evolution. Liz shares her journey from institutional portfolio management to launching a …

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