Phillip Mills CFP®, CIMA®, CPWA®, AEP®, ChFC®, CLU®, EA

Critic
DISC Type : C

Founder | Wealth Advisor at Flying Forward Wealth Management

Boerne, Texas, United States

Overview

Phillip is the Founder and Wealth Advisor at Flying Forward Wealth Management, where he focuses on comprehensive financial planning. He holds an MBA from UNC Kenan-Flagler Business School and multiple certifications, including CFP® and CPWA®, specializing in tailored strategies for individuals, families, and businesses.

Outside of finance, Phillip serves as an MQ-9 Instructor Pilot in the US Air Force Reserve, continuing a passion for aviation that began at the United States Air Force Academy where he was a soaring instructor pilot and part of the Cadet Aviation Club.

He maintains a unique dual career as both a wealth advisor and a military instructor pilot for remotely piloted aircraft.

Personality Overview

Objective Thinker

Negotiator

ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Values-Driven Finance
His posts suggest that true financial planning goes beyond numbers to create space for a client's personal values, time, and energy to lead the way.
Military Aviation
Serves as an MQ-9 Instructor Pilot in the Air Force Reserve and was previously a soaring instructor pilot at the US Air Force Academy.
Tax-Efficient Investing
He writes about sophisticated strategies, viewing capital losses as a planning tool and emphasizing the importance of avoiding mistakes like wash sales.

Media Appearances

Phillip has no verified media appearances

Work History

8-2023
Founder | Wealth Advisor at Flying Forward Wealth Management
5-2018
MQ-9 Instructor Pilot at US Air Force Reserve
11-2022 - 5-2023
Financial Advisor at Invicta Financial Group
2-2018 - 11-2022
Financial Advisor at Northwestern Mutual
7-2011 - 3-2018
MQ-9 Instructor Pilot at United States Air Force

Education

2016 - 2018
Master of Business Administration - MBA from UNC Kenan-Flagler Business School
2006 - 2011
Business Management from United States Air Force Academy

More Information

Social Presence :

Prographics :

Exp : 14 Location : Boerne, Texas, United States Job Level : Leadership Designation : Founder | Wealth Advisor at Flying Forward Wealth Management
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Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Do not use very emotional or colorful language
  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Phillip

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Phillip move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Phillip take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Phillip

Personality Compatibility


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