Scaling Smart: Heather Fortner on Transformational Growth and Leadership with Soul
In this inspiring episode, host Mary Bell Carlson welcomes Heather Fortner, CEO of SignatureFD and a featured speaker with Financial Behavior Keynotes Group. Heather Fortner shares the transformative journey of scaling her wealth management firm from $250 million to over $10 billion in assets—all while fiercely preserving the soul and integrity of the organization. You’ll […]