Heather Picken is a business consultant with over 25 years of experience in human behavior and performance, specializing in supporting financial advisors for the past decade. Heather helps advisors enhance their business potential through strategic focus and disciplined execution.

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With a background in coaching entrepreneurs, Heather understands the challenges faced by professionals in the wealth management industry. She has developed a practical consulting approach that combines vision clarity with actionable steps, designed to streamline operations, enhance productivity, and support sustainable growth.

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Leading a team of experts at Luminae, Heather provides financial advisors with specialized resources to help evolve and differentiate their practices. Her consulting approach leverages entrepreneurial insights and the Vision Method—a structured framework that helps clients define goals, maintain focus, and implement effective long-term strategies.

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Heather’s programs cover key aspects of business success, from market differentiation to scaling and succession planning. By working with her, financial advisors gain a strategic partner dedicated to guiding them through the complexities of a competitive marketplace.