How to Have a Successful Wealth Conversation

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?

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