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Liz Miller
2 recommended products
Everything Liz personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"Years ago we used eMoney. The way eMoney kind of had that it had one module where you sort of would do the big color plates of you know, what is this goal and you could do goal scenarios, but then it was in another place that you did basic retirement planning."
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"I was very involved in the early days with what is now CFA Society New York. We used to call it NYSSA, and we had created one of the first wealth management private wealth committees."
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"20 years ago, we were a client of one of the very early versions of ByAllAccounts where there sort of was a web-based page you could go to and then we'd print, you know, then we'd take a picture of that balance sheet and be able to share that with those clients who wanted it."
Mentioned in 1 episode
"We had been on good old portfolio center workhorse for quite a number of years."
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