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Second in Command: The Chief Behind the Chief with Cameron Herold

Ep. 127 – Advisors Excel Chief Marketing Officer, Mike Miller

Second in Command: The Chief Behind the Chief with Cameron Herold

Second in Command with Cameron Herold

Business, Management, Careers, Entrepreneurship

4.9224 Ratings

🗓️ 21 September 2020

⏱️ 40 minutes

🧾️ Download transcript

Summary

Advisors Excel is a company that offers a wide range of supporting services to independent financial advisors. After 20 years in the manufacturing industry, Mike Miller felt attracted to the company’s unique business model and culture. He has since served as its COO for more than seven years. Listen in as he shares with Cameron Herold how […]

Transcript

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0:00.0

Welcome to the Second in Command Podcast, produced by the C.O. Alliance and brought to

0:11.8

its founder Cameron Herald.

0:14.0

In the second-in-command podcast, we talked to top COOs who share the insights, strategies,

0:20.0

and tactics that made them the chief behind the chief.

0:23.0

And now here's your host, Cameron Harold.

0:27.0

Mike Miller is the chief operating officer at Advisors Excel and chief executive

0:34.7

officer of the company's wholly owned subsidiary Go Modern, both located in Topeka, Kansas.

0:39.5

Prior to joining Advisors Excel in 2013, Mike spent 20 years in the manufacturing industry holding

0:46.0

executive positions in operations, finance, and corporate development. Mike has a bachelor's degree

0:50.9

in finance from Kansas State University and currently serves on the advisory board for the financial planning degree program at Kansas State.

0:58.0

Mike, welcome to the Second Command Podcast.

1:00.0

Thanks for having me, I appreciate it.

1:02.0

Yeah, so advisors excel, I've known you guys now for probably four or five maybe six years

1:07.5

Talk to me maybe just tell our listener what Advisors Excel does and give us some some rough idea on the scope of the organization

1:13.9

because you're a much bigger organization than I first even anticipated.

1:16.6

Yeah we we basically service independent financial advisors so an advisor that doesn't have a relationship with a Wells Fargo or a

1:26.0

Citibank or something like that, these guys are truly entrepreneurs. They've set up their own business.

1:32.0

We serve them in a number of different ways. We

1:35.8

Advisors Excel is kind of an umbrella company. We've got a number of different businesses

1:39.8

underneath that. So on the insurance side, we act as a distribution partner

1:44.6

to insurance carriers, distributing annuities, life insurance,

1:49.3

and Medicare supplements.

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