May 17, 2022
Aaron Miller is the Managing Partner of the Northwestern Mutual office in Downtown Boston. With over $265 billion in assets, Northwestern Mutual is a financial planning firm dedicated to helping its clients protect their wealth and prosper. Having served both as a financial advisor and industry leader, Aaron brings a unique perspective to his work. He has spent the last 18 years of his career supporting clients, financial advisors, and leaders in achieving their visions faster. Under Aaron’s leadership, Northwestern Mutual in Boston has become one of the fastest-growing offices in the country.
Aaron joins us today to recount his career in financial services and his path to becoming a leader in the industry. He shares how he faced and handled impostor syndrome throughout his career. He outlines the most common problems financial advisors face in their careers and offers advice on overcoming them. He also explains the value of systematizing one’s prospecting process and underscores the role of intellectual humility in leadership.
“My instinct got me into leadership—but the belief of the people who were leading me got me through it.” - Aaron Miller
This week on The Model FA Podcast:
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About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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President of Model FA, David DeCelle
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