Sep 9, 2019
Heather R. Ettinger
Managing Partner, Fairport Wealth
Founder & CEO, Luma Wealth Advisors
LinkedIn: https://www.linkedin.com/in/heatherettinger14/
Heather Ettinger has devoted more than 25 years to the financial services industry. She specializes in helping clients and their families create strategic financial plans to guide them through life transitions, such as the loss of a spouse, divorce and job changes. Heather is widely recognized for her unique expertise, experience and dedication to helping women build their financial acumen and wealth, culminating in the launch of Luma Wealth Advisors in 2017.
Heather co-authored two studies about women and their unique needs entitled “Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?” and “Women of Wealth: What Do Breadwinner Women Want?” Heather has been featured in many publications including The Wall Street Journal, Barron’s and Bloomberg and is a frequently requested speaker for both industry associations and company women’s initiatives. For conceiving new ideas and tools that have propelled the financial industry forward, she was recognized as a 2019 “Icons and Innovators” honoree by Investment News. In 2019, she also proudly accepted The Ruth Bader Ginsberg award for advancing the aspirations of women from the Women’s Vote Project.
Heather remains an ardent supporter of her alma maters including Dartmouth College, where she earned a B.A., and Laurel School for girls, where she now serves as an Emeritus Trustee. She is active with In Counsel with Women and the nationally recognized wealth management study group, Family Wealth Advisors Council. She has served on numerous non-profit and private company boards across a wide range of industries including distribution, manufacturing, technology, trust services, financial services and healthcare. Her most recent board service includes University Hospitals Health System, The Private Trust Company, Asurint One Source Technology, Schwab Institutional Services Advisory Board, Racing Towards Diversity and Investment News.
Heather lives in Shaker Heights, Ohio, with her husband, Jeff, and considers raising their three kids as her greatest accomplishment. In her free time, she can be found playing ice hockey, snow skiing and hiking.
An authentic change-maker and advocate, Heather’s theme song is "You Will (The OWN Song)” by Jennifer Hudson and Jennifer Nettles.
In this episode we discuss:
- Heather’s love of hockey and the demanding sport that it is
- How playing hockey was preparation for working in a ‘man’s world’
- Migrating from the sports world to a financial world
- How outer physical strength contributes to inner strength
- Translating team playing skills to the workplace
- How women are the agents of social change
- The importance of chemistry when building a team
- The need for coaching at every level
- The need for ‘grit and gratitude’
- The value of looking at both ‘the gap and the gain’
- Remembering to celebrate successes and recognize the entire team
- Being prepared and communicating with intention
- Understanding your role and the impact you can have on your team
- Surrounding yourself with people that will give you honest & candid feedback and advice