Thriving in Financial Services: Robert Miller’s Leadership Journey

NAIFA's Advisor Today Podcast Series

Robert Miller, a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA Governance Committee and was a member of the organization’s Finance Committee. His extensive experience and contributions to the financial advising industry make him a highly respected and accomplished professional.

In this episode…

Leadership is a significant undertaking, especially when you’re responsible for driving the success of an industry organization. Learn what it takes to create meaningful change and drive an industry into the future from a seasoned association leader in the financial industry.

Having disrupted the status quo of a stagnant organization, Robert Miller’s career is characterized by progressive action, tenacity, and influence. If you want to make a lasting difference in your industry, you must challenge the decisions of past leaders and actively listen to members’ ideas and concerns. Robert maintains that discipline and commitment are the keys to accomplishing meaningful endeavors and strengthening your organization. Even when facing opposition and apprehension in your ventures, Robert encourages financial industry leaders to persevere and stand up for their values.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Robert Miller, a retired second-generation financial advisor, to discuss his leadership journey in the financial services industry. Robert shares what he did to thrive as NAIFA’s president, how he stays inspired and motivated as a leader, his career journey in the financial services industry, and the value of listening to others.