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.comCompliance Code: 1088-OAS-4/18/2023