About Us

Practice Builders has one goal –

assisting financial advisors to attract clients and produce the revenues that you have always envisioned.

Period.

In order to help financial planners, we have developed a series of dynamic training and coaching programs that are fundamental to establishing a successful and growing business. We are realistic, relevant, timely and easy to follow.

Fast-Track to the Top. 

 We specialize in helping financial advisors to: 

• Establish their brand
• Build effective client management systems
• Develop step-by-step marketing methods
• Set  goals
• Create workable marketing plans
• Implement effective marketing strategies
• Overcome barriers that get in the way of progress
• Retain your most valuable assets – existing clients

At Practice Builders, we provide you with the needed support and motivation to make sure that you follow through with your commitments. We nudge you beyond your comfort zone so that you get the results you have always wanted.

Work with the Experts. Let Us Guide and Support You. 

Practice Builders offers several individual and group coaching programs. Our courses are paced to help you consistently move forward, step-by-step.

In our group teleseminar programs, you will follow a sequence of consecutive steps forward in a progressive manner. We know what you need to know, what actions to take, and when to take them.

Our 6-month teleseminar group programs coach you to gradually change and move up the ladder to success. From beginners to high-level performers, Practice Builders has carefully designed courses to guide you through a series of experiences to reach your personal and professional goals.

Leverage the Same Proven Marketing Methods that High-Producers Use. 

Revel Miller, PhD, is the owner and founder of Practice Builders. As a business development specialist for financial advisors, he has coached over 300 independent financial planners nationwide on how to grow their business. Revel was trained by Peter Montoya’s senior coaches to help financial advisors to learn how to start and maintain their marketing activities.

Revel has worked closely with new advisors in the field as well as established financial planning practitioners. He also works with insurance representatives and accountants who are transitioning into or growing the financial services side of their businesses.

As a licensed clinical psychologist, Revel Miller, PhD, brings all of his psychological perspective and skills to assist his financial advisor clients. After practicing psychology for over 25 years with his own private practice, he transitioned into a coaching and consulting business. Revel is highly trained as a personal and executive coach.

         Revel Miller, PhD

Revel owns and manages his own business, just like his advisory clients. He knows what financial planners are up against and how to operate a small proprietary service business. He knows how to create a brand and market professional services.  

After coaching numerous financial advisors, Revel began to create a curriculum and educational materials for his clients. From his direct insider experiences with clients in the field, he developed the practical programs and services he offers today at Practice Builders.

Revel knows the obstacles to success and how marketing and revenue breakthroughs are achieved in independent financial firms. He understands the rules and regulations of the financial industry and the marketing policies and procedures amongst broker dealers.  Moreover, Revel understands client care and management and how to run a professional service business.

Revel comes from a family with a long history of owning and managing brokerage and investment banking firms since 1925. His grandfather started Revel Miller & Company and his father was a partner on Wall Street.

Throughout his life, Revel has been exposed to many conversations about the financial industry, the markets and investments. For Revel, the financial industry is in his blood. Working with financial planners and advisors is very comfortable and seems quite natural to him. He is a “Revel with a Cause”.

Today, Revel keeps up with the markets and is an active investor. He lives in Santa Barbara, California, where he enjoys many outdoor activities.

While my model is slightly different from many advisors, the same basic concepts apply, and the same things that hold back all advisors were holding me back at the time… In that time you calmly and thoughtfully guided me to a better understanding of what changes I needed to make to return to a growth mode in my practice, and you then held me accountable for implementing those changes. These were not complex, difficult, or expensive changes; they involved attitude and expectations as much as money and strategy. But you constantly and consistently helped me move to the place I needed to go.

The results for me have been quite startling. In a financial world that has come apart at the seams since 2007, my firm has nearly tripled in size and value. Your work with me was crucial in making the changes that had to be made, setting me on the right path to achieve what you believed I could achieve. We have become a leading firm in our niche, and all the while I have worked less while overseeing this growth. You have truly helped me achieve my goals. I am enormously grateful to you for your help, and while I can’t offer you stock in my company as a thank you, I can certainly give a wholehearted recommendation to anyone else considering using your services.

Tim Smith CFP®

Parsippany, NJ

www.thecomprehensivegroup.com

Our Associates 

Revel Miller has built relationships with several other specialized coaches, trainers and authors in the financial industry and he refers to their work in his programs. From time to time he invites these expert Associates to make presentations as guest speakers to clients.

Due to these special presentations and exclusive interviews with our Associates, clients receive different perspectives and helpful tools. Access to these Associates is a real bonus opportunity.

Join Us Today. 

Our work with Revel was very beneficial. He brought focus and clarity to our previously frenetic and sporadic marketing activities. The results continue to impress us, both at our bottom line and in our levels of confidence.

 

Brent Anderson CLU, ChFC

Santa Barbara, CA

www.andersonFS.com

Accelerate Your Business Growth Tomorrow.