Financial Advisor Success

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 adv