David Miller started his career in finance and investment banking and he worked on collateralized debt obligations. When the financial collapse occurred in 2008, David was just finishing up law school and with his previous background and experiences, he transitioned into a securities litigation practice. He teamed up with his current partner, Tom McCulloch, who has been doing estate planning for the past 30 years. They are trying to focus now on Complex Estate and Elder Law – what that means is having a plan not only for divesting your assets after you pass, but having a continuing care plan during your retirement and making sure that the right people are empowered to help you.
On This Episode, We Discuss…
- Using Your Background and Experiences to Help Your Clients
- How to Expand Into Other Niches and Why It Is Beneficial
- Fostering Relationships and Tactics to Bring in New Business
