Heather Fortner - Building the Human-First RIA
Standard Deviations with Dr. Daniel Crosby
English - May 18, 2023 04:00 - 46 minutes - 42.7 MB - ★★★★★ - 102 ratingsEducation invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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