Heather Robison, a financial advisor at Fourstone Wealth Management, built a thriving practice in Bartlesville, Oklahoma, alongside her mother. She shares insights on transitioning client trust from parent to child, emphasizing authenticity and leveraging strengths. Heather highlights the synergy between tax planning and wealth management, showcasing strategies like net unrealized appreciation. She delves into effective client communication, using open-ended questions to uncover goals, and adapting her approach for technical clients, ensuring financial discussions are both clear and relatable.
