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PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress.
Miller: I am part of the KerberRose Wealth Management team as a financial wellness advocate, focused solely on serving our plan participants and meeting their needs. Our highly effective service model focuses on building trust and relationships at all levels of plan administration. My role plays a crucial part in building those relationships with plan participants. By guiding them through enrollment, investment changes, offering one-on-one consultations and assisting with rollovers from previous employers, I am able to establish myself as the trusted adviser they turn to for their financial needs. The personalized service we offer has allowed us to see an increase in contributions to plans and better participant retainment as they transition into new life stages.
PLANADVISER: What steps do you think will help improve the retirement industry and participant outcomes in the future (particularly ways in which your firm can help with that progress)?
Miller: Our industry is always changing, but the needs of participants remain constant. They desire a trusted adviser to guide them through their financial journey, providing education, support, and a listening ear. Many of their frustrations stem from complex financial terms and documents they find difficult to comprehend. By being a committed adviser who helps clients understand, we can increase their engagement and foster organic long-term growth. Developing outreach programs for our participants is a fantastic way to meet them where they are and adds an extra touch to let them know that: 1. We are thinking about them and 2. We care. Because we do! A simple email or flyer letting them know the difference between pre-tax and Roth contributions, importance of long-term investing, debt management, etc. goes a long way!
PLANADVISER: What are you most passionate about outside of the office?
Miller: When I’m not in the office, my greatest passion is being a mother. Prior to starting my career in this industry, I dedicated eight years to being a stay-at-home mom to my four daughters. Those were the most precious and fulfilling years of my life, and I feel incredibly blessed to have been able to be there for them during their formative years. Raising the next generation is a responsibility that I do not take lightly. I am wholeheartedly committed to raising my daughters to be independent, resilient, brave, and committed to their beliefs. My position has allowed me to not only continue my commitment to them as a mother, but also provide me the chance to display these attributes as a woman in the workplace.