Heather Fortner - The Future of Financial Advising: Building a Human-First RIA Firm
Standard Deviations with Dr. Daniel Crosby
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The Power of a Force Philanthropic Give
Heather: I'm curious what led you to start using buckets in the first place and why you've gone to sort of the unique path of having this charitable philanthropic give bucket. Heather: The mental accounting aspect, the bucketing aspect of how we approach wealth really was born out of the behavioral side of things,. which was, look, people do it anyway. We are simply here to walk alongside you in that journey with financial expertise but also behavioral expertise.
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