Clear Path Consulting was founded in 2003 and provides practice management coaching to a clientele of successful financial advisory firms across the nation. The founder, Marty Miller, spent 18 years with Lincoln Financial Advisors, and was a Regional CEO, building their firm in Orange County, California. She has also written articles on the subject of practice management, and provides coaching workshops within broker dealer networks. “At Clear Path Consulting, we admire the work that financial advisors do for so many. Our purpose is to help each firm realize their potential, increasing confidence and enjoyment for everyone.”
Clear Path Consulting provides practice management coaching for top level financial advisory firms across the nation. Since 2004, we have been working in a hands-on fashion to implement real and sustainable change for our clients, increasing efficiencies, enjoyment and profitability.