10: $6B CEO Heather Fortner of SignatureFD on Leading with Authenticity | Why Specialists and Niches are the Future of Wealth Advisory | How Community and Shared Experiences Unlock Growth

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+ RIA
• The 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 adversity
• Why specialists and niches are the future of wealth advisory
• A culture of humans first, profit second
• How financially healthy families create generational impact and healthy communities

More About Heather Fortner

Heather 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.

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Ops shouldn’t be.
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