From Captive Insurance BD to 4x Organic Growth in Independence ft. Wes Miller, Partner, Wealth Management Advisor, Willow Private Wealth (Ep. 53)
Welcome back to another episode of the Disruption Blueprint Podcast!
If you’re a financial advisor navigating the challenges of the insurance channel and contemplating a shift to independence, Wes Miller’s transformative journey is a must-listen on the Disruption Blueprint podcast.
Wes Miller, Partner and Wealth Management Advisor at Willow Private Wealth, spent the majority of his career at a large Captive Insurance BD, building a good size practice. Two years ago, he and his business partner, Casey Marshall, broke away to build their own firm at RFG Advisory.
In this episode, Wes shares the game-changing insights that propelled his practice to 4x growth within two years of making the leap to independence. From overcoming initial fears to building a powerful brand and experiencing unprecedented client satisfaction, Wes discusses the pivotal moments that defined his success. Hear about his experience on transitioning to RFG, executing with precision, and enjoying newfound freedom while building enduring client relationships.
Whether you’re seeking inspiration or practical guidance, this podcast provides a blueprint for Advisors ready to unleash their growth potential and redefine their professional journey.
Key Points:
- Introduction (00:03)
- Who is Wes Miller? (00:43)
- Why transition to Independence (02:03)
- Overcoming Fear of the Unknown (03:31)
- Driving Organic Growth Through the Client Experience (05:35)
- RFG’s Execution of the Transition (07:45)
- Building a Brand Matters (09:47)
- Supported Independence and RFG Platform (11:59)
- Building Your Business in Independence vs. Insurance Channel (14:06)
- Client Value and Relationship Building (18:05)
- Surprises in Entrepreneurial Journey (19:09)
- Impact on Personal Life (20:26)
- Closing Remarks (22:14)
Find More About Wes Miller
Bio
Wes was introduced to the financial world through his father, who is a Certified Public Accountant (CPA). He became passionate about financial planning as he worked with an advisor preparing for his own financial future. This fasciation with what’s possible through planning led him to pursue a career in the profession. Today, he loves helping his clients work toward their financial goals.
Wes and his wife, Jessica, have one son named Avery and live in Vestavia Hills, Alabama. Jessica is the Executive Director of the Alabama Chapter of the Alzheimer’s Association, and the family is regularly engaged in Alzheimer’s awareness and fundraising activities. They are also active with their church. Wes is an avid sports fan and enjoys being outdoors as much as possible.
Links:
More About RFG Advisory
RFG Advisory is an award-winning platform for Independent Financial Advisors designed to deliver supported Independence through
- Fully-integrated, cutting-edge technology stack
- End-to-end operational support
- Full-scale brand creation and marketing
- In-house Institutional Caliber Investment Management Platform
- Award-winning Talent Acquisition, Training, and Retention Program
- Strategic Business and Advisor Coaching
- Multi-Custodial Relationships
- Succession Planning and Acquisition Support
- Compliance
+ More
Our Mission is to partner with Independent Financial Advisors to help them build the enterprise value of their firms on their own personal balance sheet, without compromise. You own it, 100%.
Let us know if you want to learn more about our Platform.
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Content here is for illustrative purposes and general information only. It is not legal tax or individualized financial advice, nor is it a recommendation to buy, sell, or hold any specific security or engage in any specific training strategy. Information here may be provided in part by third party sources. These sources are generally deemed to be reliable, however, neither are guests nor RFG Advisory guarantee the accuracy of third party sources. The views expressed here are those of our guests. They do not necessarily represent those of RFG Advisory, its employees or its clients. This commentary should not be regarded as a description of advisory services provided by RFG advisory or performance returns of any client.
The views reflected in the commentary are subject to change at any time without notice.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services.
Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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