Heather Fortner - Building the Human-First RIA

Standard Deviations with Dr. Daniel Crosby

Контент предоставлен Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

1y ago 46:36

MP3•Главная эпизода

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?

https://signaturefd.com

Compliance Code: 1088-OAS-4/18/2023

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