Jim C. Miller, CFP®

Experience

• 

  H.D. Vest Financial Services

  Jan 1998 - Jan 2007

  Wealth Management Consultant

  Motivated advisors in providing holistic financial planning services to clients, offering knowledge and extending training. Utilized in-depth presentation and case analysis skills to grow revenue. Created revenue growth and strengthened client relationships. Delivered expertise in retirement planning, business/personal insurance analysis, advisory planning, educational planning, mutual funds, unit investment trusts and estate planning.• Delivered training within a region of 300+ Certified Public Accountants, Certified Financial Planners™, Enrolled Agents, attorneys, tax planning and wealth management advisors in comprehensive portfolio analysis, asset allocation, insurance, estate, retirement, education, business and long term care strategies. • Collaborated in the creation and implementation of a new 13 step training program.• Achieved first place in over 50% of departmental sales promotion and milestone competitions.• Received bonuses in 10 consecutive quarters after taking over the position. Show less

• 

  Behringer Harvard

  Oct 2007 - Mar 2013

  Territory Manager

  Delivered expertise in managing sales initiatives, regional/territory direction, territorial rotations and advisor focus. • Increased sales as the Territory Manager in the Southeast Region by over 50%.• Established advisor relationships in FL, AL, NC, SC, GA, MS, TN, and Puerto Rico.• Played a key role in supporting financial advisors and clients through the market fallout and major downturn during 2008 and 2009, assisting each in navigating investments with current market issues. • Assisted in raising over $500MM toward the firm’s $5.5BN cumulative capital raise for eight offerings. Show less

• 

  Realty Capital Securities

  Mar 2013 - Dec 2015

  Assistant Vice President

  Applied my deep comprehension of alternative investments in real estate, business development corporations, energy, debt funds and product design/pricing while providing daily support to advisors by assisting in enhancing overall business practices. Sold the company’s platform of funds through both broker dealer and institutional channels with an end goal of assisting financial advisors to become linked into the best-in-class platform of investment vehicles for providing durable income for clients. Directed sales initiatives, regional/territorial direction and rotations, and advisor focus. Served as a liaison between portfolio managers and financial intermediaries. • Consistently ranked in the top 5-10% of sales teams in the country, and played a key role in taking the territory ranking from 22 to a consistent 5 to 7 out of 68.• Established advisor relationships in FL, AL, LA, MS, and TN.• Played a key role in raising over $515MM for a total of 17 different offerings.• Collaborated with 1,500+ producing advisors and 100 independent broker dealers/RIAs. • Supported managerial strategies of an internal sales desk of 22 wholesalers. Show less

• 

  Megatel Capital Investment

  Feb 2016 - May 2018

  Senior Business Development Specialist

  Consistently called on financial advisors to raise capital for the start-up investment companies private equity funds, and engaged in creating advisor interest in building sales agreements for the IBD channel, family offices and RIA's. • Leader for National Account's Initiatives. Established advisor relationships throughout the entire country.• Instrumental in setting up client seminars, support in creation of marketing material, managing territorial rotations, achieving corporate directives, and getting advisors to due diligence training events. Show less

• 

  FactRight, LLC

  Jul 2018 - Dec 2018

  Consultant: Business Development Division

  Partnered with owner to introduce platform and services to RIAs, IBDs and family offices building brand awareness. Supported implementation and design of new sales platform including remodeled report center capabilities. Driving force behind penetrating the RIA market nationally with enhanced customization features. • Achieved record breaking attendance for the 2018 annual national conference.• Attracted new sales leads via array of prospecting methods and personal meetings. • Supported new clients through the on-boarding process to ensure best results regarding their specific needs.• Utilized resources to increase companies profitability by growth of customer base into new channels. Show less

• 

  Right Source Capital / Spring Hills Marketing

  Mar 2019 - now

  First Vice President

  Specializing in the launching, closing, and marketing of alternative investment private and public securities. Spring Hills is an Owner/Operator of Premium Integrated Senior Health Care.• Major contributor in the launching, closing, and marketing of multiple private securities offerings.• Top in company sales in 2019 and 2021.• Supporting the buildout of the platform to Independent Broker/Dealers and RIA's by adding new partnership/sales agreements and cultivating of relationships.• Motivate, Direct and Train Internal Sales Team. Show less