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signaturefd
Explore " signaturefd" with insightful episodes like "Marissa Greider, Atlanta Ronald McDonald House Charities, and Elizabeth Burdette, SignatureFD", "Heather Fortner - Building the Human-First RIA", "Heather Fortner With SignatureFD", "Heather Fortner With SignatureFD" and "Frazier & Deeter’s Business Beat: Blair Cunningham and Elizabeth Burdette, SignatureFD" from podcasts like ""Good2Give Podcast", "Standard Deviations with Dr. Daniel Crosby", "Atlanta Business Radio", "Atlanta Business Radio" and "Business Beat"" and more!
Episodes (6)
Heather Fortner - Building the Human-First RIA
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