Heather Fortner retweetledi
Congratulations to @SignatureFD’s @HeatherRFortner, winner of the INDIVIDUAL RIA FIRM LEADERS: CEO of the Year category of the 2021 Wealth Management Industry Awards. #WMIA21 #Wealthies
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Heather Fortner
114 posts
Heather Fortner retweetledi
SignatureFD’s Heather Robertson Fortner @HeatherRFortner named CEO of the Year for the category Individual RIA Firm leaders by @wealth_mgmt Please refer to SignatureFD’s disclosures for client retention calculations and ranking information signaturefd.com/important-disc…
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Heather Fortner retweetledi
"My hope is that other organizations in our industry sit up, take notice, and commit to change as well,” @HeatherRFortner said. “That is how we make lasting change together.” @AtlBizChron #exclusive on their newly diversified senior leadership team.
bit.ly/38ehh1F
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@BillWinterberg Thank you, @BillWinterberg. I still owe you lunch. Looking forward to seeing you soon!
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Heather Fortner retweetledi
Still think this is one of the most under-appreciated books in the RIA community. Career-changing for employee advisors. Helpful for advisory firm owners, too. Kudos @Palaveev!
"The Handbook For G2 Partners Of Financial Advisory Firms" bit.ly/2Els9j0
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We will be the change we want to see. #DiversityandInclusion #NetWorthwhile
SignatureFD@SignatureFD
SignatureFD's President Heather Robertson Fortner @HeatherRFortner discusses the steps we are taking as a firm to be the change we want to see. #diversityandinclusion #NetWorthwhile bit.ly/2YkYblE
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Heather Fortner retweetledi
"Advisors should stop segmenting their clients based on what is important to the advisor and, instead, focus on what is important to the client. Similar clients might stick out and become the basis of a niche market that can be expanded." @FAmagazine fa-mag.com/news/advisor-s…
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"What we are about is belonging, and at the center of belonging is love."
In the midst of a horribly difficult time, this is well said and well led.
news.airbnb.com/a-message-from…
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Relationships. Courage. Belonging.
Simon Sinek@simonsinek
Relationships matter. It is those around us that have the power to inspire us to keep going. On the days we want to give up, they are the ones that say "We need this. We need you. Keep going." #TheInfiniteGame #CouragetoLead #ImpactTheory #TomBilyeu
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@AngieHerbers Oaks always has something that needs carrying. Her hand size hasn't yet caught up with her appetite for hoarding. :)
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Sewing is really the only way I can decompress after very long consulting days ... I am going to have to start giving away bags cause I am out of material for masks. Step right up folks...
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So much fun talking "tech ninjas", hand grenades, "geeking out" and everything else it takes to build a high quality tech stack in our industry today. Thank you @FinTechie @sspotswoodrfg @CarsonWealth and @TDA4advisors . Always an honor and a pleasure.
Kate Healy@Kate__Healy
What’s right with this panel? Great perspectives from @HeatherRFortner @sspotswoodrfg @CarsonWealth @FinTechie #NationalLINC
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Heather Fortner retweetledi
This. Exactly this.
The more I time-block tasks together, the more productive I've become... the key is not trying to carve up time so much in the first place (at least, not hour by hour)...
"Compounding time" bit.ly/32sxviS
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Heather Fortner retweetledi
Final numbers are in! The 1st Annual Layla Paige Walk for TrinityKids Care Hospice raised $70,000! 400 walkers supported the cause - THANK YOU everyone (including @jackblack!) that participated! Here's a cool story about the walk, along with some pics: dailybreeze.com/2019/10/12/jac…
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Heather Fortner retweetledi
.@LinkedIn Live Streaming is an amazing way to bring in an audience who otherwise wouldn’t be able to make the event.
linkedin.com/posts/citywire…
#SchwabIMPACT
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Thank you, @mattreiner ! Always so much fun and good conversation when we're together!
Matt Reiner@mattreiner
On this episode of #BridgingTheGap, I sat down with @HeatherRFortner to discuss everything from Harry Potter to where the financial industry is today to where our industry is going in the future. Listen in and share your thoughts: bit.ly/2BP9aJ1 #financialservices
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Heather Fortner retweetledi
SignatureFD executives explain NET WORTHWHILE, and how SignatureFD uses it to help clients achieve wealth beyond money. Take a look and share with us: What is your #NETWORTHWHILE? bit.ly/2Y4ePZ8
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Heather Fortner retweetledi
"A person's self-worth is not tied to their net worth." SignatureFD's COO, @HeatherRFortner, discusses how our beliefs impact our financial decisions. #NETWORTHWHILE (link: bit.ly/2NYeh2q) bit.ly/2NYeh2q
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Heather Fortner retweetledi
We made the list! SignatureFD is proud to be ranked #3 on the Atlanta Journal – Constitution’s 2019 Top Workplaces in Atlanta in the small-workplace division. See the full list in the link: ajc.com/news/see-the-f…
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