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Larry Miles

Adviceperiod


Speaker Bio

Larry Miles is a principal with AdvicePeriod, where he provides strategic leadership for growth and profitability. He developed AdvicePeriod for Advisors, an initiative that seeks to attract underserved and planning-centric advisors to the firm, which provides everything they need to run their businesses without the burden of back- and middle-office responsibilities.

Previously, Mr. Miles was a regional president at BNY Wealth Management and an executive vice president at Convergent Wealth Advisors. He has appeared on the Investment News “40 Under 40” list and was named “Innovator of the Year” by Wealthmanagement.com. His team at AdvicePeriod received Inc. magazine’s “Best Workplace” and Entrepreneur’s “Top Company Culture” designations. He is the author of the book It’s That Simple: How to Build the Professional Services Firm of the Future. He holds bachelor’s degrees in English and history from Amherst College and a master’s degree in economics from the London School of Economics and Political Science. 

Speaker Sessions