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Andrea Miller (life coaching for financial planners)
1 creator use or recommend it
▲ 1 active in the last 90 days
1 use
Last discussed Sep 15, 2026
A former CPA and AICPA professional turned life coach who works with financial planners and their teams to align personal goals with professional paths and improve team development.
Recently discussed in
Ep 507: Growing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle P...
Carolyn McClanahan · Sep 15, 2026
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Carolyn McClanahan
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Used for: Working with the entire advisory team to align individual goals with professional paths, develop leadership roles, improve communication, and support the practice transition and downsizing decision
Praised: Objective outside perspective, helped team members articulate what they wante...
"I read about the work and I knew her through the AICPA because I speak for the AICPA and I read an article about what she was doing through Bob Veres's newsletter and I'm like, hmm, I might need that. So I said, 'Andrea, I have a challenge for you..."
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