Ep 03: Partnerships, Lifestyle, and Client-Centricity with Dan Miller and Jerrí Hewett Miller

Are business partnerships harder than marriages? Join Dan Miller and Jerrí Hewett Miller, Owners of Wealth Horizon, as they share their unique journey in business and life. Discover how their partnership transcends traditional boundaries, from client management strategies to the seamless integration of lifestyle choices into their business model. You will learn firsthand about their client-centric approach, the importance of annual meetings, and why they believe in prioritizing experiences over waiting for the perfect moment. Listen in to hear their insights into outsourcing operations, transitioning to a mountain-based business, and the value of personalized, face-to-face interactions in a digital age.