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Thursday, February 29, 2024

Wealth Administration EDGE Podcast: Heather Fortner’s Journey


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On this episode of the Wealth Administration EDGE Podcast, Informa Wealth Administration’s Nabia Jenkins-Johnston talks with Heather Fortner, chief government officer and chair of the board of SignatureFD, who shares her insights into management, mission statements and the fragile stability between work and household. Heather touches on the significance of connecting leaders, alternatives and experiences to realize success, and discovering one’s self-worth to steer with goal. 

Particularly, Nabia and Heather focus on:

  • Holding true to core beliefs by skilled and private challenges. 
  • How an unconventional path results in sudden alternatives.
  • Navigating private struggles to seek out skilled success.
  • Unveiling the intersection of wealth and value in management.

Sources:

Join With Nabia Jenkins-Johnston:

Join With Heather Fortner

 About Our Visitor:

Heather is the chief government officer and chair of the board of SignatureFD, an built-in and complete wealth administration agency with workplaces in Atlanta and Charlotte, just lately named to the Inc. 5000.

Throughout her 20-year tenure on the agency, Heather has created and executed methods which have exponentially grown SignatureFD’s AUM from $250 million to over $6 billion. Her capacity to mix strategic oversight in alignment with monetary targets and enterprise danger mitigation has led the agency to keep up enterprise valuations, annual development charges and shopper retention charges that constantly exceed trade averages. Past operational experience, Heather leverages her graduate diploma in skilled counseling to assist uncover and join folks’s passions and skills to construct groups that ship wonderful and galvanizing shopper experiences.

Heather lives in Kennesaw, Ga. together with her husband and two daughters.

 

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