Heather Fortner is CEO and Chair of the Board at SignatureFD, where she’s led the firm’s asset growth from $250 million to more than $10 billion. A nationally recognized advocate for values-driven leadership, Heather is known for her ability to operationalize purpose, scale intentionally, and build a future-proof business. Her work bridges strategy and heart – developing leaders, systems, and teams that consistently outperform the industry.
Speaking Fee Range: Please inquire
How do you scale a firm 36x while protecting what matters most? In this candid and high-impact session, Heather shares the behind-the-scenes growth playbook that propelled SignatureFD from $250M to $10B+ in assets. This session explores the real decisions behind transformational growth: building infrastructure that honors people, leading through inflection points, and maintaining human connection at scale. You’ll walk away with strategies to grow enterprise value, deepen loyalty, and build a firm that’s as aligned as it is expansive. For leaders navigating rapid change, this session delivers both compass and map.
The next generation of leadership isn’t waiting—they’re watching. In this energizing session, Heather Fortner shares how she built one of the most high-performing, values-led firms in the industry, with a team and infrastructure designed to mirror tomorrow’s clients and talent. Leaders will learn ways to operationalize values, strengthen their leadership bench, and design organizations where culture fuels performance and growth. This is a practical roadmap for those ready to move beyond legacy models and intentionally architect what comes next.
Dr. Daniel Crosby
“I have been lucky enough to be coached and mentored by Heather for 10 years….I could not feel more seen, supported and championed by Heather in the attainment of both my personal and professional goals. She leads with love, empathy and respect and is an inspiration to me as a woman, C-suite executive and leader.”
“Heather Fortner is a rare leader who pairs executional excellence with deep humanity. She has helped pioneer the idea that true wealth is about more than dollars and cents and extends to purpose, relationships, and impact. Any organization looking to grow while staying values-driven will benefit from Heather’s perspective.”
Dr. Daniel Crosby
