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