Heather Fortner - The Future of Financial Advising: Building a Human-First RIA Firm

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