Podcasts about signaturefd

SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.

Today, we sit down with Heather Fortner, the trailblazing CEO of SignatureFD. In an episode that aims to reshape your approach to leadership, Heather shares her invaluable insights into what it takes to lead with excellence. Drawing on the wisdom of icons like Laura Bush and the unexpected lessons from our own children, she reminds us that nurturing a culture of learning is vital in both our personal and professional lives. We discuss the power of coaches as pivotal accountability partners, the finesse of handling "sharp edges" in leadership, and how to steer a rapidly growing team without losing your personal touch.Prepare to elevate your emotional intelligence as we navigate the complex relationship between professional counseling, financial advising, and leadership in this insightful conversation. Heather provides practical strategies for incorporating structured change management into making life transitions as smooth as possible for clients. Furthermore, we dissect the art of delegation, the importance of setting healthy boundaries, and fostering opportunities for team development. Heather Fortner on LinkedInSignatureFD websiteIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.>>FinServ Foundation Website

Heather Fortner took her professional counseling degree and established a career in wealth management. As the Chair & CEO of SignatureFD, Heather is committed to helping people find their Net Worthwhile and develop habits in accordance with it. Tune in to hear how she leads as an empathetic coach and supports clients through the twists and turns of their financial journey.Guest Links:Heather's LinkedInSignatureFD WebsiteCredits: Lisa Nichols, Host; Scott Crosby, Executive Producer; Jenny Heal, Guest Coordinator; Kendall Brewer, Leadership Programs; Joe Szynkowski, Marketing Support

Join me for an inspiring talk with Heather Fortner of SignatureFD, a $6B+ RIA in Atlanta. She joined SigFD as a client service associate 20 years ago when they had $250 mm. Now as the CEO and Chair of the Board, she is leading the firm to $10B by 2025. In this episode, Heather and I discuss:Her backstory and the key traits that gave her the ability to adapt and succeed — from a surgical intern to CEO of a $6B+ RIAThe importance of failing (hope you don't want Heather to bake you cookies!)How surrounding herself with a trustworthy circle allowed her to stand authentically in the face of adversityWhy specialists and niches are the future of wealth advisoryA culture of humans first, profit secondHow financially healthy families create generational impact and healthy communitiesMore About Heather FortnerHeather was awarded CEO of the Year by Wealth Management Magazine in 2021 and Most Admired CEO by the Atlanta Business Chronicle in 2022. In 2023, she was selected to the Leadership Atlanta Class of 2023 and named to the Titan 100 List. As a longstanding advocate of DEI initiatives, Heather has helped SignatureFD achieve a 90% female executive leadership team. Heather is recognized as a thought leader, writer, and speaker, and also has extensive board experience, currently serving on the Fidelity RIA Leader's Council, the Goldman Sachs Advisor Solutions Panel, and the Advisory Board for Mammoth Investors.Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe  - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

Tim Maurer is a financial advisor and author who most recently took on the role of Chief Advisory Officer at SignatureFD. In this episode of the Advisor Innovations podcast, Maurer talks with David Armstrong about what, exactly, a Chief Advisory Officer does, and how he sees the lessons of life planning and qualitative financial advice … Continue reading Advisor Innovations Podcast: Tim Maurer on Personal Finance is More Personal Than Finance →

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

As CEO of SignatureFD, Heather Fortner leans into her passion for listening – to the SignatureFD team, its clients, and the industry – to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people's passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences. Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Heather Fortner: Website: www.signaturefd.com Twitter: https://www.twitter.com/SignatureFD LinkedIn: https://www.linkedin.com/company/signaturefd/ Facebook: https://www.facebook.com/SignatureFD

Heather Fortner, Chief Operating Officer, Chief Compliance Officer & President of SignatureFD, shared the story behind her title with us on February 8, 2023.As CEO, Heather leans into her passion for listening – to the SignatureFD team, our clients, and the industry – to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people's passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.Previously serving as Chief Operating Officer, Chief Compliance Officer, and President of SignatureFD, Fortner has learned, navigated, and held strategic oversight for every aspect of the organization. A highly sought-after leader in the industry, Fortner is regularly asked to speak on the ever-changing landscape of wealth management. In 2021, Heather was awarded CEO of the Year by WealthManagement.com for the category Individual RIA Firm Leaders. And, in 2022, Heather was awarded “Most Admired CEO” by the Atlanta Business Chronicle.SUE SAYS"Heather grew up knowing that money was tight at home. There were times when a loaf of bread and milk were all there was that week for the family. This left an impression on Heather and she made a conscious decision that her life would be different when it came to money. She wanted to be able to build a life that allowed her the freedom to choose her 'Net Worthwhile'"Support this podcast at — https://redcircle.com/women-to-watch-r/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Mentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy and Practice Outreach at UGA College of Veterinary Medicine, joins the show to explore the employment market for veterinarians and hospital owners. You can find show notes and more at: https://bit.ly/3Rj1PaF  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Many conversations seem to be about inflation lately. As such, we believe it's important to put things into perspective regarding what to do as prices increase and put added strain on small businesses. In this episode, Tony Welch, SignatureFD's Chief Investment Officer, joins the show to share his thoughts on the current inflation situation. He provides some insight into the current markets, lays out what may happen in the coming months, and gives some suggestions on how you can create a plan for your business. You can find show notes and more at: https://bit.ly/3iCNNUk  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

As CEO of SignatureFD, Heather Fortner is focused on the “net worthwhile” for her 1,200 clients and employees. The Atlanta-based financial advisory firm has about $4.5 billion under management. By 2025, the company expects that number to grow to $10 billion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The sale of a veterinary practice can be one of the largest financial decisions you will make in your lifetime. To help ensure you're making the right decision, we believe it's important to have current market insights supported by long-term understanding, consult multiple experts, and obtain the right professional support. In this episode, Bill R. Crank, DVM, from Total Practice Solutions Group, joins the show to share his thoughts on selling and exiting a practice in today's market. You can find show notes and more at: https://bit.ly/3VZPVEa Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

As CEO of SignatureFD, Heather Fortner leans into her passion for listening – to the SignatureFD team, its clients, and the industry – to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people's passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences. Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Heather Fortner: Website: www.signaturefd.com Twitter: https://www.twitter.com/SignatureFD LinkedIn: https://www.linkedin.com/company/signaturefd/ Facebook: https://www.facebook.com/SignatureFD

In the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren't very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how long an owner considering an ESOP will likely have to stay in the business before exiting. In this episode, Brian Frey, CFP and Partner at SignatureFD, joins the show to share what a successful business exit can look like and why he believes it is essential to start planning out your exit strategy years in advance.  You can find show notes and more at: http://bit.ly/3XLKk5M  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

What can you do to help create a brand that attracts the clientele and associates you want? In this episode, Robin Brogdon, CEO at BluePrints Veterinary Marketing Group, joins the show to discuss the potential benefits of Employee Stock Ownership Plans (ESOPs) and what you can do to help build an ownership culture within your practice.  You can find show notes and more at: http://bit.ly/3g819H0  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

The veterinary real estate market has undergone plenty of changes over the past several years, and it doesn't seem to be slowing down. Whether you're a current veterinary hospital owner looking to understand the value of your real estate or a prior owner with a third-party lease in place, it's important to understand how your real estate is valued. You can find show notes and more at: https://bit.ly/3EQCCjy  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.  

Heather Fortner practices “coach with empathy” leadership style. She uses her unique ability to harmonize people's passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.Ms Fortner has a Bachelor of Finance from Kennesaw State University, and a Master of Science in professional counselling from Georgia State University. She is also an Investment Adviser Certified Compliance Professional and a graduate of the Schwab Executive Leadership program and the G2 Institute.Heather is a speaker, leader, and the CEO of SignatureFD. She has been in SignatureFD for almost 20 years.In this episode,  she shares insights into:◈ Her beliefs into racial injustice.◈ How we must be empowered to have the responsibility for ourselves.◈ Diversity, Equity, and Inclusion.[00:04:19]- Career with SignatureFD.[00:06:32]- College degree.[00:07:30]- “Controlling money as a tool.”[00:12:38]- The label doesn't define you.[00:15:39]- “Power in acknowledging the truth.”[00:19:14]- My job to create a safe place for the learning and education to happen.[00:25:13]- Diversity is important.[00:30:30]- Relentless curiosity.[00:32:45]- We are empowered to change.[00:35:24]- “You're the boss of you.”[00:39:57]- “Find 6 ways to solve the obstacle, opportunity, or challenge.”[00:42:51]- Diversity, Equity, and Inclusion.https://signaturefd.com/Please do me a favor, subscribe, leave a positive review on iTunes, follow us on Instagram and share if you know anyone who would benefit from this or other episodes!Do you want to work with me? Reach out and let me know!https://www.instagram.com/youwinninglife/https://www.tiktok.com/@youwinninglifehttps://linktr.ee/jasonwasserlmftThank you for joining me on this ride!Jason Wasser Therapist/CoachOnline Tele-Therapy & Coaching

Your people are your business's greatest asset. That's a well-known truth among entrepreneurs. But, the ability to keep your greatest asset, especially the top performers, is often thought of as an elusive soft skill that requires a secret business recipe. The good news is that there is a recipe. More good news, it's not a secret. In this episode, Benj Miller and Chris White invite Jonathan Reynolds back on to discuss the recipe for people retention, what it takes to create a culture where people execute well, and the keys to accelerate and ensure people a ready for their next role or promotion. Be sure to pre-order Jonathan's new book Right Seat, Right People to learn even more about the insights his organization has gleaned as they continue to learn and master the art of culture engineering. This episode is sponsored by SignatureFD. Do you ever feel like you're counting the days to retirement to enjoy the money you've been working so hard to earn? If this is you, we want to introduce you to our friends at SignatureFD. SignatureFD is a different kind of wealth management company that's helping clients enjoy their wealth now while creating security for the future. They have a unique trademarked process called Net Worthwhile, which helps clients integrate and activate their wealth in four key categories: grow, protect, give, and live. You can take the first step to discovering your Net Worthwhile with their free quiz. You can find it at SigatureFD.com/MyGPGL. References: Right Seat, Right People Pre-Order Signature FD Titus Talent

As business seasons change, your organization requires different employees and different skills. But how do you equip your current team and leaders to adapt to the necessary changes that the future requires? In this episode, Benj Miller talks with BELAY CFO, Lisa Zeeveld, about how to manage the professional development of your current team. They also discuss positioning your business to change along with an unpredictable economy and the challenge of changing your perspective of yourself, personally and professionally, throughout your businesses season. Plus, you'll hear a couple leadership lessons Lisa learned during her years building motorcycles! This episode is sponsored by SignatureFD. Do you ever feel like you're counting the days to retirement to enjoy the money you've been working so hard to earn? If this is you, we want to introduce you to our friends at SignatureFD. SignatureFD is a different kind of wealth management company that's helping clients enjoy their wealth now while creating security for the future. They have a unique trademarked process called Net Worthwhile, which helps clients integrate and activate their wealth in four key categories: grow, protect, give, and live. You can take the first step to discovering your Net Worthwhile with their free quiz. You can find it at SigatureFD.com/MyGPGL. References: Connect with Lisa on Instagram BELAY

Heather Fortner is the CEO of SignatureFD, where she defines wealth as the accumulation of more and worth as the achievement of better. SignatureFD is all about helping their clients achieve wealth beyond money. Heather is on a mission to help everyone by creating a personalized approach to wealth management. She excels at creating inspiring client experiences and leading people to live happy lives on all levels. Hearing about Heather's leadership style was a breath of fresh air. She told me all about: Finding your purpose The importance of good communication How to improve your EQ How men can support women in their organizations The meaning of Net Worthwhile  Find Heather online! Connect with Heather Fortner Websites: https://signaturefd.com LinkedIn: https://www.linkedin.com/in/heatherfortner/ Twitter: https://twitter.com/heatherrfortner Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you served your clients so well that they became your strongest sales team? That's what Jonathan Reynolds, CEO at Titus Talent, has accomplished with his team of culture engineering leaders. Benj and Chris are excited to bring Jonathan back on System & Soul to talk about how to grow through generosity and serving your people well. As Jonathan points out, “If your business has people, it probably has problems.” But, when your organization cultivates a healthy culture in which everyone works to serve each other and the client with a spirit of honor and generosity, the business and the people do not suffer––even during difficult seasons––as Jonathan's story proves. This episode is sponsored by SignatureFD. Do you ever feel like you're counting the days to retirement to enjoy the money you've been working so hard to earn? If this is you, we want to introduce you to our friends at SignatureFD. SignatureFD is a different kind of wealth management company that's helping clients enjoy their wealth now while creating security for the future. They have a unique trademarked process called Net Worthwhile, which helps clients integrate and activate their wealth in four key categories: grow, protect, give, and live. You can take the first step to discovering your Net Worthwhile with their free quiz. You can find it at SigatureFD.com/MyGPGL. References: TitusTalent.com Connect with Jonathan on LinkedIn

However clear or vague it may be, we all have an idea of what our ideal life looks like. But a dream is just a dream without action. This week on System & Soul, expert guide and coach, Jeff Lovell, joins Benj and Chris to discuss how he helps entrepreneurs and business leaders embrace authentic living. The three ideas Jeff bring to this conversation are how to help people answer the “what's next” question, how to avoid climbing higher without going deeper, and the difference between pursuing information vs. transformation. This episode is sponsored by SignatureFD. Do you ever feel like you're counting the days to retirement to enjoy the money you've been working so hard to earn? If this is you, we want to introduce you to our friends at SignatureFD. SignatureFD is a different kind of wealth management company that's helping clients enjoy their wealth now while creating security for the future. They have a unique trademarked process called Net Worthwhile, which helps clients integrate and activate their wealth in four key categories: grow, protect, give, and live. You can take the first step to discovering your Net Worthwhile with their free quiz. You can find it at SigatureFD.com/MyGPGL. References: JeffLovell.Coach Connect with Jeff on LinkedIn

Heather Fortner, CEO and Partner at SignatureFD. As CEO, Heather leans into her passion for listening - to the SignatureFD team, our clients, and the industry - to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a "coach with empathy" leadership style, Heather leverages her unique ability […]

Heather Fortner, CEO and Partner at SignatureFD. As CEO, Heather leans into her passion for listening - to the SignatureFD team, our clients, and the industry - to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a "coach with empathy" leadership style, Heather leverages her unique ability […] The post Heather Fortner With SignatureFD appeared first on Business RadioX ®.

How is finance changing the world at the moment? How does what happens in the home impact what happens in the business? What does it mean to lead with grace, vulnerability, and authenticity? I look forward to sharing today's absorbing conversation with Heather Fortner. She is the CEO of SignatureFD, a financial investment advising group. Heather is a tremendous leader and together we dig into the idea of grace in leadership and what diversity and acceptance entail for the modern organization. We also consider how one's home life affects one's work, and how to create a holistic vision of work-life balance. Thanks for listening! I'd love to connect with you over on Instagram @impactdrivenleader SHOW NOTES AND RESOURCES: Click here Join the Impact Driven Leadership Community Sign up for The Impact Driven Leader Book Club WEBSITE: www.impactdrivenleaderpodcast.com

Benj said it himself––this episode is a masterclass in leadership! This week, System & Soul invites Heather Fortner to share her journey of becoming CEO of SignatureFD––a ground-breaking wealth management company that understands the difference between wealth and worth. Heather shares what she has learned about servant leadership and intentionally working through chaos with “grit and grace.” This episode is sponsored by BELAY Solutions. We're passionate about bringing business leaders the insights you need to keep doing great work, and so are our friends at BELAY Solutions. BELAY is an incredible, 100% remote organization revolutionizing productivity with virtual assistants, bookkeepers, and social media managers. Their podcast One Next Step is so full of practical tips and actionable tools to help you run your business so it stops running you. Find them at OneNextStepPodcast.com. Or subscribe in the Apple podcast app today. Resources: SignatureFD Net Worthwhile OneNextStepPodcast.com

As CEO, Heather leans into her passion for listening – to the SignatureFD team, its clients, and the industry – to create and implement the organization's vision and mission to impact the lives of 10,000 families.Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people's passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate.  In this episode, Dean Newlund and Heather Fortner discuss:What it takes to live a Net Worthwhile life Shifting your mindset about money Internal baggage on financial discussions Developing financial literacy while young Key Takeaways:Living a Net Worthwhile life means aligning your wealth in service to what you consider worthwhile in life. Working on investing in what's worthwhile in your life starts with an internal mindshift. You have to trust the financial planning experts, because if you don't learn to let go you'll be stuck. A lot of people carry a lot of baggage and a lot of fear around the discussion of money. This fear often causes people to become stuck. It takes some skill to have financial conversations. Letting go of those fears and baggage starts with identifying and discussing them. Financial literacy should start young. We need to catch them while they are young before they are able to make any big decisions that would cost them huge consequences so that they'll grow up as financially healthy and responsible adults.  "We are able to meet people where they're at, help them on the journey to identifying those things that are worthwhile to them but then we also have this beautiful, technical expertise to help them align all of their wealth to the service of those things they find worthwhile. The overlap of those two things is what we call ‘Net Worthwhile'." —  Heather Fortner See Dean's TedTalk “Why Business Needs Intuition” here: https://www.youtube.com/watch?v=EEq9IYvgV7IConnect with Heather Fortner:  Website: https://signaturefd.com/LinkedIn: https://www.linkedin.com/in/heatherfortner/ | https://www.linkedin.com/company/signaturefd/Twitter: https://twitter.com/SignatureFD  Connect with Dean:YouTube: https://www.youtube.com/channel/UCgqRK8GC8jBIFYPmECUCMkwWebsite: https://www.mfileadership.com/The Mission Statement E-Newsletter: https://www.mfileadership.com/blog/LinkedIn: https://www.linkedin.com/in/deannewlund/Twitter: https://twitter.com/deannewlundFacebook: https://www.facebook.com/MissionFacilitators/Email: dean.newlund@mfileadership.comPhone: 1-800-926-7370Show notes by Podcastologist: Justine Talla  Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

As CEO, Heather Fortner leans into her passion for listening - to the SignatureFD team, our clients, and the industry - to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a "coach with empathy" leadership style, Heather leverages her unique ability to harmonize people's passions and talents […] The post Heather Fortner With SignatureFD appeared first on Business RadioX ®.

Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is also a recognized leader in real estate development efforts creating high-quality public and private legacy projects. Today, Lisa joins the show to share her journey and the challenges she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/3nWVc14 

Are your top skills an unlikely combination that you're unsure of how to leverage? Heather Fortner has always had a knack for both finance and helping others but didn't quite know how the two could fit together as a career. Heather found that perfect fit in her role as CEO of SignatureFD, a wealth management firm headquartered in Atlanta.  In this episode, Heather talks about her passion for helping families understand their relationship with money and why she went back to school to get a master's degree in counseling to help her do that more effectively. Heather also explores how beliefs around money shape people's finances, why it's critical for advisors to take a holistic approach to wealth management, and the lessons she's learned building SignatureFD. “Most professionals are drawn into this industry because of their innate desire to help people with integrity, to be sure that whatever we are doing, whatever we are recommending, whatever type of advice or plan we are crafting alongside our clients, is in their best interest” - Heather Fortner Main Takeaways  Financial advisors must be skilled communicators, understanding the various perspectives, beliefs, and triggers clients have relating to money. Growth has momentum, and you should harness that momentum to focus on achieving your goals. When scaling a business, it's critical to notice where you've been and where you're going in order to continue growing.  Strong core values are critical to success. If your core values are central to how you do business, from who you hire to how you communicate, your company culture will align with your values as a business.  There is value in the concept of Net Worthwhile. It's all about being connected to the pieces of your wealth and expecting them to work for you intentionally. Links SignatureFD Heather Fortner on LinkedIn Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today! Connect with our host Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as a senior legal executive, providing strategic counsel, risk management, and policy advice to senior business leaders of Fortune 100 and 500 companies. Today she joins the show to discuss her journey to becoming involved in two of the biggest companies in the USA and the unique challenges she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/38bvyg3 

We feel so lucky and honored to have Heather Fortner In the Suite! Heather Fortner, MS, IACCP® is the Chief Executive Officer at SignatureFD, an award-winning multi-billion-dollar integrated wealth management and advisory firm in Atlanta that helps clients transform their net worth into "Net Worthwhile." SignatureFD is ranked on Inc. Magazine's Inc. 5000 Americas Fastest Growing Companies and was named one of Atlanta's Best & Brightest Companies to Work for in 2021. In today's episode, Heather shares some of the greatest leadership lessons learned throughout her career and her philosophies.  She stresses the importance of asking for help, being curious, being a lifelong learner, being kind, and being compassionate: qualities that can also be applied to your personal life to help you become a better human being.It is her humble attitude, proactiveness, and generosity that have led her to the success she's achieved today. And without a doubt, her words of wisdom throughout the podcast will leave an indelible mark on you.Below is the show's agenda:Being promoted Chief Executive Officer of SignatureFD (6:10)“We're better in the community” (12:00)What does the ‘FD' in SignatureFD stand for? (13:45) How SignatureFD bridging concepts revolved around life? (16:05) “…it starts with who you are” (22:10)The benefits of a Masters's Degree in professional counseling? (25:00)What drives Heather? (35:40) About the podcast “Empower To In Power (38:30)The emotional intelligence toolbox (44:10)Best way to contact Heather (50:40)Heather's Book recommendation (51:40)Resources:Heather Fortner, MS, IACCP® - LinkedIn Heather Fortner, MS, IACCP® - TwitterSignatureFD Website"Empower To In Power," SignatureFD's Podcast“Double Blessing: Don't Settle for Less Than You're Called to Bless” on AmazonKennesaw State UniversitySchwab Executive Leadership programG2 Leadership Institute

Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a senior executive at T. Dallas Smith & Company LLC, the largest African American-owned commercial real estate brokerage firm in the country focused exclusively on tenant and buyer representation. In this episode, Audra joins the show to discuss how she found success whilst being a black woman over 40 starting in a new career - what some may call a triple threat. You can find show notes and more information by clicking here: https://bit.ly/3xQUUL3 

A proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned with in her field. Today, she serves as CEO of Lenny and Larry's, and she joins the show to discuss her incredible journey to the powerful position she is in now, including all the trials and tribulations she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/3him0Fl 

Our guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how to utilize that to work your way up in your career—and your life. As a very successful woman in business, Kathy believes wholeheartedly in building relationships with your clients, as well as your team, and describes how you can focus on creating stronger bonds with those in your life. You can find show notes and more information by clicking here: https://bit.ly/3pwuT0x 

We're so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She finally retired in 2018 and now serves on the board of Qualfon Corporation and is the Board Chair of Gartner, a leading resource for HR leaders across the globe. Also joining us today is Dan Dubay, who's worked with Ceree for over a decade.  You can find show notes and more information by clicking here: https://bit.ly/2RtRayZ 

Welcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories of the people who empowered these strong women along the way and how they continue to lay the foundations for the generation to come. You can find show notes and more information by clicking here: https://bit.ly/32sIj2H 

Jeff Shafer, CEO of CommonGood Capital, is joined by Heather Fortner, CEO of SignatureFD, to chat about how her start as a Chief Compliance Officer gave her a broad education into the financial services business, the value in taking the time to be curious and of having a road map, the evolution of the “net worthwhile” […]

Kathleen Black is an author, speaker, and consultant at Kathleen Black Coaching & Consulting. As one of Canada’s leading real estate coaches, she provides agents across North America and their teams with her proven successful techniques. Today she joins the show to discuss how to grow your business with your quality of life in mind in order to stop sales from consuming your every move. You can find show notes and more information by clicking here: https://bit.ly/2TpQ30G 

After starting out as a bank manager, Eric Rosenberg realized he had a passion for writing about money. Now the founder of PersonalProfitabilty.com, Eric spends his time teaching his clients how to practice mindfulness with their personal finances. He joins the show today to share the importance of structuring your finances correctly so that you are prepared to support yourself throughout your entire life. You can find show notes and more information by clicking here: https://bit.ly/3d6GVal 

Creating a legacy is usually tied in with a person’s search for meaning. So how do we get people to open up about their personal stories to help them discover and start paving the way for who they want to be? Today Denice Gierach from The Gierach Law Firm joins the show to describe why she has made it her life’s work to help people create long-lasting legacies. You can find show notes and more information by clicking here: https://bit.ly/31WaC8F 

During a time when there are countless options online, it can be hard to stand out as a local or independent business. So what can you do to get noticed? Today Patti Mara, author of UpSolutions, joins the show to share how she has helped hundreds of entrepreneurs see through their customers' eyes and ultimately increase their businesses' growth and profit. You can find show notes and more information by clicking here: http://bit.ly/39nEwVZ 

Plenty of sources will give you important questions to ask your financial advisor. Most of them suggest asking things like: How many years have you been in business? What's your investment philosophy? How do you get paid? And those are important questions—but they aren't the most important questions. You can find show notes and more information by clicking here: https://bit.ly/2QHs4d3 

Heather is the Chief Compliance Officer and Chief Operations Offer and a Partner at SignatureFD, a multi-billion dollar RIA here in Atlanta. Heather is an extremely impressive professional in our industry who’s insights and views are well-respected across RIA’s and institutions. Heather has an ability and a knack to instill a culture of service and amazing experiences in her teams, and pushes her firm to think bigger and more innovative than anybody else out there. She’s by far one of the hardest working people I know in the industry, and one of the brightest and sharpest minds in our industry today. We are extremely lucky to have Heather here and to talk about the industry today and in the future.

When athletes join their field, they need to know how to plan for the long run. Rob Vaka, Director of Player Engagement for SignaturePro, joins me today on the show to share his passion for and expertise on helping top athletes make a meaningful and successful transition when they are done playing. You can find show notes and more information by clicking here: https://bit.ly/2kDcHoV

Show Summary Blair Cunningham and Elizabeth Burdette join Frazier & Deeter s Business Beat to discuss the wealth management work of SignatureFD, particularly the philosophy that net worth involves more than money, but also purpose, generosity, talents, gifts, and meaning. Business Beat is brought to you by Alpharetta CPA firm Frazier & Deeter. Blair Cunningham and […] The post Frazier & Deeter’s Business Beat: Blair Cunningham and Elizabeth Burdette, SignatureFD appeared first on Business RadioX ®.

Finding your Net Worthwhile means finding out what creates a good life for you, without the judgment or opinions based on what others do. In this first episode of the Net Worthwhile podcast, Crystal Cooper sits down with SignatureFD co-founder Jeff Peller to give you a glimpse of what the firm focuses on and how they help people design the life they want. You can find show notes and more information by clicking here: https://bit.ly/31hPEjI

How do you rally your company's internal messaging around compliance and help turn compliance into an opportunity and strategy rather than a dirty word? Sabrina Serafin sits down with Heather Fortner, Chief Compliance Officer and Chief Operating Officer of wealth management firm SignatureFD, to discuss creating a sustainable Culture of Compliance.

In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees. Winthrop Wealth Management, located in Boston, Massachusetts, manages about $1.1 billion in client assets with 17 employees. Matt, Heather, and Lucas discuss the steps they take to put time back into the hands of their advisors and much more, including: The history and background of SignatureFD and Winthrop Wealth How Heather and Lucas came into their current COO roles Where the two see the COO role fitting into the broader organization How Heather and Lucas allocate their time to the dozens of responsibilities COOs are tasked with daily The initiatives they take as COOs to help build and uphold firm culture The never-ending debate: buy vs. build when it comes to an RIA’s technology stack The balancing act required between 1st generation and next-gen employees, and the need for appreciation and communication on both sides We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to be notified of new content, click here.

In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees. Winthrop Wealth Management, located in Boston, Massachusetts, manages about $1.1 billion in client assets with 17 employees. Matt, Heather, and Lucas discuss the steps they take to put time back into the hands of their advisors and much more, including: The history and background of SignatureFD and Winthrop Wealth How Heather and Lucas came into their current COO roles Where the two see the COO role fitting into the broader organization How Heather and Lucas allocate their time to the dozens of responsibilities COOs are tasked with daily The initiatives they take as COOs to help build and uphold firm culture The never-ending debate: buy vs. build when it comes to an RIA’s technology stack The balancing act required between 1st generation and next-gen employees, and the need for appreciation and communication on both sides We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to be notified of new content, click here.

Heather Robertson Fortner is Partner, Chief Compliance Officer, and Chief Operating Officer at SignatureFD, a firm that manages over 4 billion dollars for more than 1800 clients, and received the Charles Schwab Best in Business Impact Award in 2016. She has 17 years of […] The post Heather Fortner on Establishing Communities of Clients appeared first on Becoming Referable.

Today’s guest has had quite an unusual career path in the industry. After starting out as a Client Care Associate for SignatureFD—an independent RIA that currently serves more than $3 billion of AUM for nearly 1,000 clients—Heather Fortner is now a partner, Chief Operations Officer, and Chief Compliance Officer for the firm. It’s an impressive feat by any standard, but especially in a world where it’s still relatively rare for non-revenue-producing members of a firm to have an opportunity to become a partner (not to mention how rare this is for women). In this episode, Heather shares how SignatureFD’s unique business model works with their series of various niches under the firm’s umbrella, as well as how their holistic financial design process aims to help clients with all types of wealth, including money, time, and relationships. Listen in to hear what skills she believes are most important for everyone—especially women—to develop in order to climb the career track in an independent advisory firm, how advisors can identify the right firm to stick with in the long run, and what she says are the most understated issues limiting the career growth of women in the industry today. For show notes and more visit: https://www.kitces.com/68

Harlan Graiser/SignatureFD Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD s relationship managers in order to coordinate his work with the client s core financial planning […] The post Long Term Care Insurance: What Is It and Do I Need It? appeared first on Business RadioX ®.

David Fisher, Co-Founder and Chief Investment Officer Signature FD Interview on Capital Club Radio David Fisher, Co-Founder and Chief Investment Officer Signature FD, LLC David Fisher w/Show Host Michael FLock David Fisher is a co-founder and Chief Investment Officer of SignatureFD, LLC. He provides investment consulting and comprehensive wealth management to the firm's high-net-worth families. As chief investment officer, David's primary responsibility is to lead the firm's investment committee and to develop the long-term vision, policy and strategy. David has extensive experience with traditional investment strategies, including hedge funds, as well as private equity, real estate and illiquid investments. As a recognized expert, he has received numerous industry acknowledgements, often speaks at conferences and seminars, and has been quoted numerous times in articles for the Atlanta Journal-Constitution, Financial Advisor Magazine and Practical Accountant. He has also been named Atlanta magazine's “FIVE STAR Best in Client Satisfaction Wealth Managers” and was named by Cobb Life as one of “Cobb County's Top 40 Under 40.” David Fisher began his career at Frazier & Deeter in 1993, where he specialized in audit and attestation services. David is a Chartered Financial Analyst® charter holder, a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. David and his wife live in Marietta with their two children. David received a Bachelor of Science in Business Administration degree, from The Culverhouse School of Accountancy, University of Alabama. Web Site: https://www.signaturefd.com Capital Club Radio Hosted by: Michael Flock Sponsored by: Flock Specialty Finance Providing a forum for leaders in the middle market segment which has typically been undeserved by traditional banking. Listeners gain valuable business insights and perspectives to deal with market uncertainty. Topics include: key success factors, both personal and professional, dealing with adversity, outlook for the industry and your business. For more info about Michael Flock and Flock Specialty Finance visit: www.FlockFinance.com To nominate or submit a guest request visit: www.CapitalClubRadioShow.com To view more photos from this show visit: www.ProBusinessPictures.com ‹ › × × Previous Next jQuery(function() { // Set blueimp gallery options jQuery.extend(blueimp.Gallery.prototype.options, { useBootstrapModal: false, hidePageScrollbars: false }); });