Episode description
Tune in to hear:
- How has Heather’s background in mental health shifted the way she leads and the way she goes to market?
- What advice, skills or resources does she try to imbue her advisors with to inoculate them against taking on too much of the stresses they help their clients work through?
- As practically as possible, what does “net worthwhile” look like and how does SignatureFD make it more than just a tagline?
- What led Heather to start using a bucketing strategy in the first place and what makes her approach unique?
- Why is SignatureFD's client retention rate so incredibly high? What do they do differently from their competition?
- Where does she think financial advice is headed in the next 10-20 years and how do the Tim Maurer’s of the world figure into this transition?
Compliance Code: 1088-OAS-4/18/2023