The Impact of Strategic Partners and Clients (Ep. 18)
What makes a financial plan truly stand out?
Mike Milligan explores how strategic partnerships are key to creating personalized, effective financial plans. Joined by Tiffany Saunders and Liz Mundey, they discuss how working together and embracing new ways of thinking are changing the financial planning landscape.
Find out how partnerships with innovative platforms like Halo and Asset Map are making financial planning more complete and accessible.
Episode highlights include:
- Building unique value through partnerships
- Impact of partnerships on client services
- Creating personalized financial plans for unique lives
- Steve Harlow’s partnership and extending client impact
- Benefits of visual financial planning with Asset Map
- Long-term vision and plans for expanding reach
- And more!
Resources:
- Monday.com
- Halo by Lumiant
- This is Estate Planning with Mike and Scott (Ep. 15)
- Mike and Steve on Purpose-Driven Investment Planning (Ep. 13)
- This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1)
Connect with Mike Milligan, CFP®:
- Ideas by Mike™
- LinkedIn: Mike Milligan, CFP®
- Facebook: Ideas by Mike™
- Instagram: @ideasbymike
- YouTube: Ideas by Mike™
- 757-909-7151
- mike@mikemilligancfp.com
Connect with Tiffany Saunders:
Connect with Liz Mundey:
About Our Guests:
Tiffany Saunders is the Director of Growth at Ideas by Mike™, LLC, where she plays a key role in driving the company’s expansion and ensuring its long-term success. Her responsibilities include developing strategic growth plans, identifying new market opportunities, and fostering strong relationships with both partners and clients. With an extensive background in growing start-ups, Tiffany brings a wealth of experience to the team, consistently seeking innovative ways to enhance processes and deliver exceptional value. She is passionate about helping partners and clients achieve their financial goals, making her work deeply rewarding.
Originally from a small town in the Northern Neck of Virginia, Tiffany has always been passionate about building and sustaining relationships. This passion led her to a career focused on making a tangible difference in people’s lives and impacting their financial well-being.
Prior to joining Ideas by Mike™, LLC, Tiffany helped grow three start-ups into successful small businesses. Her previous roles include Client Success and Sales Director at ChatterBoss Virtual Assistants, Director of Sales and Client Success at Real Leaders, and Chief Operating Officer at the Clinical Supervision Directory. In these positions, she honed her skills in strategic growth, leadership, team building, and relationship management, which she now leverages to drive innovation and growth at Ideas by Mike.
In her free time, Tiffany enjoys spending time with her two young daughters, Layla and Lily, or traveling with her husband, Michael. She is excited to be part of the dynamic team at Ideas by Mike™ and looks forward to contributing to the firm’s shared success.
Liz Mundey is the Senior Relationship Manager at Ideas by Mike™, LLC, where she plays a vital role in providing exceptional support to clients. Her responsibilities include keeping client accounts up to date, ensuring that information is easily accessible and understandable, and maintaining close connections with clients to ensure their financial plans remain aligned with their evolving lives.
Licensed in general life and insurance, Liz is committed to continuing her education in finance each year. She is particularly passionate about becoming financially literate and building strong relationships with clients, which she considers the most rewarding part of her job.
Originally from Arizona, Liz spent her twenties traveling the country before deciding to settle down, get married, and start a family in her thirties. Today, she has a growing family, including a new puppy named Little Miss Bandita and a second baby on the way—marking her own little piece of the American Dream.
Before joining Ideas by Mike™, Liz worked as a National Trainer for four years, a Licensed Massage Therapist for six years, and a Business Consultant for five years. In each of these roles, she was driven by a desire to make a direct impact on people’s lives.
Now, Liz is incredibly grateful to be part of the financial space, seeing it as a gift that has enriched her life. She is honored to contribute to the team and support clients in a meaningful way. Liz looks forward to connecting with others and continuing to make a positive impact in the financial world.
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