Suzanne  Miller  CFP(r)

Suzanne Miller CFP(r)

Financial Advisor

404-275-9232

Suzanne Miller is a Sr. Private Wealth Advisor & partner of Ronald Blue Trust.
Suzanne has been a CERTIFIED FINANCIAL PLANNERTM professional for over 30 years. A graduate of Ga. Tech & Ga. State, she is a fee-only advisor that works with assets > 500k.

Member

I have not been in  PowerCore but 3-4 months, so I don't have situation in mind that I identified a referral opportunity that I needed to wait on.  I do frequently refer to miscellaneous practitioners in my practice.  I have referred a number of people when they were anticipating a move to a mortgage broker (Rodney) because of my strong conviction that he will do a phenomenal job helping someone.  I hope that to be the case as I get to know more of my PowerCore team members and their businesses.  A successful referral to another practitioner has been beneficial to my business because the clients associate the good experience with me in some form.  I hope to move some clients over to one of our team members as I am not happy with the providers that are currently serving them.   This will likely happen at a time that is not as time critical and we can have a discussion of changing providers. 

Referral Trigger Response

Ronald Blue Trust

Ronald Blue Trust

770-308-2718

1600 Riveredge Parkway Ste 310
Atlanta, GA 30075

Website

My best clients are those who want to know that they are doing the right thing with their money, don't want to do it themselves, and want someone they can trust.

Company

InfoMinute Seminar 07/18/2022
Orientation Essentials 07/18/2022

Development

Virginia Highland Team

Introduced by:

Joined on 04/12/2022

Leadership

ParticipationCoOrdinator 08/29/2022
MentorCoOrdinator 06/27/2023

Team

Financial Services | Investment

Financial Advisor

Financial Planning

Filing Cabinet