Partner with Heather:
Elevate Your Financial Advisory Practice
Heather, a highly experienced investment advisor representative who believes in the power of collaboration to achieve success. With a background in coaching other advisors in a leading Financial Advisory Program, she dedicates significant time to partnering with fellow advisors in farm succession planning. Heather offers two partnership options: sponsored keynote events for your clients and local market, and personalized assistance for specific cases. If you're interested in connecting with Heather to learn more about how she can enhance your advisory practice, click the link to book a meeting.
Partnership Options
Sponsored Keynote Events: Host sponsored keynote events for your clients and local market, where Heather shares her expertise in farm succession planning. These events will showcase your commitment to comprehensive financial guidance.
Personalized Assistance: Collaborate with Heather on a case-by-case basis to receive specialized guidance for specific client cases. Benefit from her extensive knowledge and experience in navigating complex scenarios.
Book a Call
Discover how partnering with Heather can elevate your financial advisory practice. Book a meeting by clicking the link below. Explore the possibilities and gain insights into providing exceptional service to your clients.