Shows
The Human Side of Money147: How To Win Clients and Build Plans Using A Human-First Approach with Tim MaurerWinning more clients and creating a more client-centric planning experience requires a shift.
A shift away from the numbers. A shift towards the human.
In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning.
Instead of relying on advisor-driven presentations, Tim focuses on connecting with what truly drives people – values, stories, and emotions – so that clients feel ownership of their plan. And they trust that you’re the person to guide them along the way.
You’...
2025-09-101h 23
Access Your Leadership with Hakim LakhdarNet Worth vs.Net Worthwhile: Leadership Lessons in Money and LifeSend us a textIsobo Amaso is a Certified Financial Planner and Wealth Advisor at SignatureFD, an Atlanta-based wealth management firm that helps clients design lives of purpose through their “Net Worthwhile” philosophy. He joins Access Your Leadership to share his unique journey from a childhood shaped by constant moves as the son of missionaries, to discovering his vocation in financial planning, and now serving athletes, families, and communities with intentionality, authenticity, and care. What happens when you start shaping the money mindset of young athletes before they turn professional? How does moving from city to city as a...
2025-08-1842 min
Don't Do ThatDon’t Pick Up Other People’s Trash with Heather Fortner, SignatureFDAre you walking around with a bag full of other people's opinions about who you should be?On this episode of Don't Do That, Kelly Waltrich sits down with Heather Fortner, CEO of SignatureFD, for a refreshingly honest conversation about authenticity, leadership, and the messy reality of balancing it all. Heather shares her journey from trying to be everything to everyone to embracing her quirky, authentic self, and why that shift has made all the difference in her leadership and life. Kelly and Heather cover:01:07 The evolution of SignatureFD's "Net Worthwhile" messaging and p...
2025-05-3037 min
Macon Atlanta with BrentAI, Human Connection & The Future of Wealth Management | Heather Fortner📧 Subscribe to our newsletter for weekly insights on better living in Atlanta and discover more ways of mindful living, delivered straight to your inbox: https://www.maconatlanta.com/🎧 Watch the full episode on YouTube: https://youtu.be/Mq5SiHKkU48⭐ Featured Guest: Heather FortnerHeather is the CEO of SignatureFD, an integrated wealth management firm with offices in Atlanta, Georgia and Charlotte, North Carolina. During her twenty-year tenure at SignatureFD, Heather has executed strategies that have grown SignatureFD's AUM from $250M to more than $9.1B. Her ability to combine strategic oversight in alignment with financial goals and enterprise risk mitigation has led the...
2025-05-0831 min
The Vet Worthwhile PodcastEp #34: Designing for Success: Navigating Veterinary Practice Construction with Jason Hills of Blue Frog In this episode, Jason Hills, Vice President of Sales and Marketing and Co-owner of Blue Frog*, joins us to share his expertise in the specialized world of design-build construction for veterinary and dental practices. With over 20 years of experience, Jason shares how an innovative approach can align projects with financial realities and help clients avoid unpleasant surprises down the line. As construction costs soar and interest rates fluctuate, he emphasizes prioritizing essential features over luxury elements, ensuring new veterinary spaces are functional and financially sound. *Blue Frog offers company events designed to help doctors navigate...
2025-03-1931 min
The Vet Worthwhile PodcastEp #33: Post-Election Economic Outlook: S&P 500, Inflation, and Small Business Optimism with Tony Welch In this episode, Signature FD’s Chief Investment Officer Tony Welch joins us to unpack the post-2024 economic landscape, the election’s impact, and how things have affected the S&P 500. We explore the ongoing disconnect between Wall Street and Main Street as the lingering psychological effects of high inflation influence them. We also examine how controlled inflation could potentially benefit veterinarians and small business owners in the coming years. You can find show notes and more at: https://tinyurl.com/yp3rpzth Disclosure: Travis York is the owner of Three and One Vet Advisors and...
2025-01-3029 min
The Vet Worthwhile PodcastEp #32: Leveraging Technology for Veterinary Practice Success with Nancy DewitzIn this episode, Nancy Dewitz, a consultant specializing in serving the veterinary community, shares her insights on the transformative role of technology in improving workflows, communication, and patient outcomes. Nancy discusses the most significant changes she’s seeing in tech adoption and why she believes these advancements positively impact doctors, staff, and clients. You can find show notes and more at: https://tinyurl.com/54avn65k Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm...
2024-12-0437 min
Growth Leaders of Wealth ManagementHow SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive SuccessFrom humble beginnings as a CPA offshoot to an $8.5 billion RIA on the Inc. 5000 list of America’s fastest growing private companies – that’s the story of SignatureFD!Join us as we discuss SignatureFD’s “three-legged stool” philosophy of growth, and how they have maintained one of the best employee retention rates in the industry. In this episode, we’re joined by Doug Liptak, Co-founder and Chief Strategy Officer, Heather Robertson Fortner, CEO, and Crystal Mathis, CMO.Connect with us: Meg Carpenter on LinkedInDoug Liptak on LinkedInHeather Robertson Fortner on LinkedInCrystal Mathis on LinkedInSignatureFD on LinkedInW...
2024-10-211h 02
Steeple People PodcastEpisode 2: Blake Williams '13Join UNG Alumni Relations as we sat down with Blake Williams, Class of 2013! Blake talks about his educational background, his time in the UNG MBA program and the importance of living intentionally!If you'd like to contact Blake, he may be reached via email at blake.williams@signaturefd.com. Learn more about SignatureFD at https://signaturefd.com/ We will be releasing an episode on the first and third Thursdays of each month. So whether you are in your car, at home, or somewhere in between, we hope that you enjoy. If you do enjoy our c...
2024-09-1927 minThe Vet Worthwhile PodcastEp #31: Inflation and the EconomyIn this episode, we are joined by Tony Welch, SignatureFD’s Chief Investment Officer, to discuss the data he’s seeing regarding the rate of inflation change. He’ll explain what it could mean for the average investor, what it might look like to consumers, and how they spend at veterinary hospitals. You can find show notes and more at: https://tinyurl.com/yc374cuh Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which...
2024-09-1828 min
The Vet Worthwhile PodcastEp #30: Bringing Comedy to the Vet Space with Dr. Mike McClenahanIn this episode, we’re joined by long-time veterinarian and comedian, Dr. Mike McClenahan. He is the creator of The Bowtie Vet Guy YouTube channel and cohost of the Vets Unleashed podcast. Mike shares his inspiring story on merging comedy and his veterinary world and talks about why he thinks humor is so important. You can find show notes and more at: https://tinyurl.com/3udhxdt9 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning fi...
2024-07-1740 min
The Vet Worthwhile PodcastEp #29: The Science of Better Time Management with Dr. Scott WeinmanTime management is something many of us try to navigate and improve on throughout our lives and careers, but it can be hard to get a proper grip on how to do it most effectively. In this episode, Dr. Scott Weinman, veterinarian and host of the Vets Unleashed podcast, joins the show to share his passion for time management and the science behind it. You can find show notes and more at: https://tinyurl.com/bddf8y4a Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. T...
2024-06-1239 min
The Vet Worthwhile PodcastEp #28: Creating a Better Consolidation Experience with Cameron CruzIn this episode, CEO of Highpoint Healthcare Advisors, Cameron Cruz, joins the show to discuss the insight he gained from working with veterinary and health professionals in the consolidation arena. He offers some considerations on creating a win-win situation at both ends of a sale and making it a smooth transition for everyone. You can find show notes and more at: https://tinyurl.com/2ts9fvpx Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning...
2024-05-1534 min
The Vet Worthwhile PodcastEp #27: Veterinary Nutrition and Beyond with Dr. Megan SprinkleIn this episode, Dr. Megan Sprinkle joins us to shed light on what it can take to break away from the well-worn path to create a career that you’re passionate about. You will glimpse Megan’s veterinary career and the curiosity that drove her into the veterinary space and beyond. She offers her insights into how you can shape your career in imaginative and fulfilling ways. You can find show notes and more at: https://tinyurl.com/2me7hc68 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of Si...
2024-04-1731 min
The Audacity Tapes™Season 2, Ep 12: Heart-Driven Leadership: Heather Robertson Fortner's Approach to SuccessHeather Robertson Fortner epitomizes two pivotal values: congruence and authenticity. As the leader of Signature FD, she emphasizes the significance of personal growth to provide unparalleled financial guidance, aiming to impact her clients' family legacies profoundly. Recognizing the importance of unity, Heather believes in a team's collective commitment to each other and the firm's goals, even in the face of disagreement. She advocates that earning trust from clients and team members alike hinges on genuine care and mutual respect.
Heather's counseling background informs her approach to leadership, prioritizing personal development and support for individuals to r...
2024-03-1846 minWomen Igniting Change®Season 2, Ep 12: Heart-Driven Leadership: Heather Robertson Fortner's Approach to SuccessHeather Robertson Fortner epitomizes two pivotal values: congruence and authenticity. As the leader of Signature FD, she emphasizes the significance of personal growth to provide unparalleled financial guidance, aiming to impact her clients' family legacies profoundly. Recognizing the importance of unity, Heather believes in a team's collective commitment to each other and the firm's goals, even in the face of disagreement. She advocates that earning trust from clients and team members alike hinges on genuine care and mutual respect.
Heather's counseling background informs her approach to leadership, prioritizing personal development and support for individuals to r...
2024-03-1846 min
The Vet Worthwhile PodcastEp #26: Insurance and Risk Management with Rod FinneganWe often talk to our clients about the four wealth activation pillars: Grow, Protect, Give, and Live. In this episode, we dive into the basics of the Protect pillar and the more modern, cutting-edge, and riskier elements we believe need to be considered. Joining the conversation today is Rod Finnegan, the owner of Vetinsure – an independent insurance agency working exclusively within the veterinary industry. You can find show notes and more at: https://bit.ly/4a09XFi Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and...
2024-03-1338 min
The Vet Worthwhile PodcastEp #25: Economic Trends and Themes with Tony WelchIn this episode, Tony Welch, Chief Investment Officer at SignatureFD, joins us for an update on market trends and conditions for 2024. He shares his insights on what happened in 2023 and how they could affect us this year. If you’re looking at the next year and wondering how to plan for the instability and inflation, this episode may be for you. You can find show notes and more at: https://bit.ly/491yQjA Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is...
2024-02-2135 min
FinServ Podcast9. Heather Fortner Discusses Leadership at T3Today, we sit down with Heather Fortner, the trailblazing CEO of SignatureFD. In an episode that aims to reshape your approach to leadership, Heather shares her invaluable insights into what it takes to lead with excellence. Drawing on the wisdom of icons like Laura Bush and the unexpected lessons from our own children, she reminds us that nurturing a culture of learning is vital in both our personal and professional lives. We discuss the power of coaches as pivotal accountability partners, the finesse of handling "sharp edges" in leadership, and how to steer a rapidly growing team without losing...
2024-02-0832 min
The Vet Worthwhile PodcastEp #24: Increasing Health Span with Dr. Brennen McKenzieThere’s a lot of important work going on when it comes to the development of preventative care and life-extending medicine. In this episode, we’re joined by a special guest who shares their insight into newly approved life-extending pharmaceuticals. Dr. Brennen McKenzie is the director of veterinary medicine at Loyal, a biotech company in San Francisco that focuses on FDA-approved life-extending pharmaceuticals in the veterinary space. You can find show notes and more at: https://bit.ly/4aZYQNF Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of Signa...
2024-01-1734 min
WealthManagement EDGEWealth Management EDGE Podcast: Heather Fortner’s Uncharted Journey to LeadershipHeather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.
In this episode of the Wealth Management EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Heather Fortner, chief executive officer and chair of the board of SignatureFD, who shares her insights into leadership, mission statements and the delicate balance between work and family. Heather touches on the importance of connecting leaders, opportunities and experiences to achieve success, and finding one’s self-worth to lead with purpose.
Specifically, Nabia and Heather discuss:
Keeping true to core beliefs through professional and personal...
2023-12-1435 min
The Vet Worthwhile PodcastEp 23: Opportunities and Threats in the Veterinary Space with Jimmy DoroughIn this episode, a long-time veterinary industry partner and our friend Jimmy Dorough joins the show. Jimmy works with Patterson, serving around 100 hospital owners in the Atlanta metro market. As someone in and out of hospitals talking to team members and owners daily, Jimmy truly has a finger on the pulse of the industry and a great understanding of what’s going on with those running the hospitals. Listen in as he opens up about his veterinary career, all the hats he’s worn over the years, and how he got to where he is now. You can...
2023-11-2936 min
Good2Give PodcastMarissa Greider, Atlanta Ronald McDonald House Charities, and Elizabeth Burdette, SignatureFDMarissa Greider, Atlanta Ronald McDonald House Charities and Elizabeth Burdette, SignatureFD (Good2Give Podcast, Episode 5) Marissa Greider, Senior Director of Philanthropy at Atlanta Ronald McDonald House Charities and Elizabeth Burdette, Director of Giving at Signature FD, joined this episode of the Good2Give Podcast with DePriest Waddy and Maria Walden Sullivan. Marissa shared the mission of […]
2023-10-2500 min
Good2Give PodcastMarissa Greider, Atlanta Ronald McDonald House Charities, and Elizabeth Burdette, SignatureFDMarissa Greider, Atlanta Ronald McDonald House Charities and Elizabeth Burdette, SignatureFD (Good2Give Podcast, Episode 5) Marissa Greider, Senior Director of Philanthropy at Atlanta Ronald McDonald House Charities and Elizabeth Burdette, Director of Giving at Signature FD, joined this episode of the Good2Give Podcast with DePriest Waddy and Maria Walden Sullivan. Marissa shared the mission of […] The post Marissa Greider, Atlanta Ronald McDonald House Charities, and Elizabeth Burdette, SignatureFD appeared first on Business RadioX ®.
2023-10-2544 minGood2Give PodcastMarissa Greider, Atlanta Ronald McDonald House Charities, and Elizabeth Burdette, SignatureFDMarissa Greider, Atlanta Ronald McDonald House Charities and Elizabeth Burdette, SignatureFD (Good2Give Podcast, Episode 5) Marissa Greider, Senior Director of Philanthropy at Atlanta Ronald McDonald House Charities and Elizabeth Burdette, Director of Giving at Signature FD, joined this episode of the Good2Give Podcast with DePriest Waddy and Maria Walden Sullivan. Marissa shared the mission of […]
2023-10-2500 min
The Vet Worthwhile PodcastEp #22: Key Economic Concerns with Tony WelchIn this episode, Tony Welch, Chief Investment Officer at SignatureFD, joins us again. Previously, Tony talked about the economic times and how small business owners in the veterinary community are being (and may be) affected. In this episode, he discusses where we are now, what has changed in the economy, and the outlook he foresees for the veterinary space. You can find show notes and more at: https://tinyurl.com/2rdr5293 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a ve...
2023-10-0433 min
The Vet Worthwhile PodcastEp #21: Exiting and Transitioning in the Vet Space with Rich LesterIn this episode, Rich Lester joins us to discuss exit plans, practice sales, transitions, and market changes and opportunities. Rich is the Co-CEO of Ackerman Group, where he uses his extensive experience to help guide veterinarians through selling their practices and structuring deals that work for them. You can find show notes and more at: http://tinyurl.com/9sj985y5 This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial. Disclosure: Travis York i...
2023-09-0648 min
The Vet Worthwhile PodcastEp #20: Maintaining a Winning Mindset with Rennie CurranIn this episode, we sit down with Rennie Curran, a former NFL athlete, 3-time All-American, keynote speaker, author of several books, and CEO of Game Changer Coaching. Using his platform to inspire students, athletes, and business leaders to reach their full potential, he joins the show to talk about navigating difficult transitions and getting into the mindset of intentional leadership. You can find show notes and more at: https://tinyurl.com/yebahwd7 This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation w...
2023-08-2336 minThe Vet Worthwhile PodcastEp #19: Navigating Small Business Financial Statements with Eric JosovitzIn this episode, Eric Josovitz, Founder of AdaptCFO, joins the show to highlight some of the intricacies of small business financial statements, focusing on veterinary hospitals. He shares his personal experiences and how they have shaped his perspective on the importance of quality financial controls. You can find show notes and more at: https://bit.ly/3D9zRIf This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial. Disclosure: Travis York is the own...
2023-07-2641 minSomething ExtraFinding Your Net Worthwhile w/ Heather FortnerHeather Fortner took her professional counseling degree and established a career in wealth management. As the Chair & CEO of SignatureFD, Heather is committed to helping people find their Net Worthwhile and develop habits in accordance with it. Tune in to hear how she leads as an empathetic coach and supports clients through the twists and turns of their financial journey.Guest Links:Heather's LinkedInSignatureFD WebsiteCredits: Lisa Nichols, Host; Scott Crosby, Executive Producer; Jenny Heal, Guest Coordinator; Kendall Brewer, Leadership Programs; Joe Szynkowski, Marketing Support
2023-07-1342 min
The Vet Worthwhile PodcastEp #18: Exiting the Business: Insights from Veterinary Industry Icon Tommy ThompsonIn this episode, we sit down with Tommy Thompson, a renowned figure in the veterinary industry. Having established several practices and Veterinary real estate companies, Tommy joins us to delve into the intricate process of exiting the business. He emphasizes the advantages of initiating the selling process early, shedding light on seeking professional advice during business transitions. Understanding that veterinarians play a crucial role in nurturing client relationships, he underscores the significance of ensuring the happiness of both staff and veterinarians within the hospital. You can find show notes and more at: https://bit.ly/3Pq2CYb
2023-06-2840 min
Billion Dollar Backstory10: $6B CEO Heather Fortner of SignatureFD on Leading with Authenticity | Why Specialists and Niches are the Future of Wealth Advisory | How Community and Shared Experiences Unlock GrowthJoin me for an inspiring talk with Heather Fortner of SignatureFD, a $6B+ RIA in Atlanta. She joined SigFD as a client service associate 20 years ago when they had $250 mm. Now as the CEO and Chair of the Board, she is leading the firm to $10B by 2025. In this episode, Heather and I discuss:Her backstory and the key traits that gave her the ability to adapt and succeed — from a surgical intern to CEO of a $6B+ RIAThe importance of failing (hope you don’t want Heather to bake you cookies!)How surro...
2023-06-1459 minThe Vet Worthwhile PodcastEp #17: Unveiling Restrictive Covenants and Navigating Veterinary Success with Peter Tanella and Brent PohlmanWe’re wrapping up our series on employment agreements and non-competes with legal experts Peter Tanella and Brent Pohlman from Mandelbaum Barrett PC. Peter, who co-chairs the firm’s Corporate Law Practice Group, provides his expertise on what to expect if a non-compete issue plays out. Brent, a partner in Mandelbaum Barrett PC’s labor and employment practice group, talks about the technical side of the non-compete, including his insights on the scope of restrictive covenants in the current climate. You can find show notes and more at: https://bit.ly/3BRPyTM Disclosure: Travis York is the o...
2023-05-311h 00
Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in ChiefAdvisor Innovations Podcast: Tim Maurer on Personal Finance is More Personal Than FinanceTim Maurer is a financial advisor and author who most recently took on the role of Chief Advisory Officer at SignatureFD. In this episode of the Advisor Innovations podcast, Maurer talks with David Armstrong about what, exactly, a Chief Advisory Officer does, and how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.
Tim discusses:
Why he made the move to fast-growing RIA Signature FD after years at the larger Buckingham Wealth Management.
How he sees his role as a Chief Advisory Officer, and what it means to si...
2023-05-2534 min
Standard Deviations with Dr. Daniel CrosbyHeather Fortner - The Future of Financial Advising: Building a Human-First RIA FirmTune in to hear:- How has Heather’s background in mental health shifted the way she leads and the way she goes to market?- What advice, skills or resources does she try to imbue her advisors with to inoculate them against taking on too much of the stresses they help their clients work through?- As practically as possible, what does “net worthwhile” look like and how does SignatureFD make it more than just a tagline?- What led Heather to start using a bucketing strategy in the first place...
2023-05-1846 minThe Vet Worthwhile PodcastEp #16: The Power of Relationships: Building Trust and Collaboration with Chip MahanLive Oak Banking Company is not only the leading small business lender in the country, but it also has a unique history of lending to veterinarians and originating some of the largest veterinary loans in the United States. In this episode, Chip Mahan, the CEO of Live Oak Banking Company, joins the show to share his insights into how Live Oak Banking Company got started in the veterinary lending business and his perspective on building relationships with employees and customers. You can find show notes and more at: https://bit.ly/3pFRADn Disclosure: Travis York is...
2023-05-1740 min
THINK Business & Sales with Jon DwoskinMindset of Worth As CEO of SignatureFD, Heather Fortner leans into her passion for listening – to the SignatureFD team, its clients, and the industry – to create and implement the organization’s vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences. Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investmen...
2023-04-2419 minThe Vet Worthwhile PodcastEp #15: Challenging Non-Competes in the Veterinary Industry with Paul DiazPaul Diaz, Founder & CEO of Offer First and Founder of Hire Power Consulting, is a seasoned veterinary recruiter. When it comes to hiring practices, he’s seen his share of contractual clauses and has heard horror stories from veterinarians who signed non-competes. In this episode, Paul joins the show to discuss the use of non-competes in the veterinary industry, his experiences with non-competes, and why he stopped working with employers who require them. You can find show notes and more at: https://bit.ly/43CEXsm Disclosure: Travis York is the owner of Three and One Vet...
2023-04-1947 minThe Vet Worthwhile PodcastEp #14: Beginning With the End in Mind with Nick UvaIn this episode, Nick Uva, Vice President of Business Development for Southern Veterinary Partners, joins the show to share his insights on owning and operating a successful veterinary hospital. With experience managing big acquisitions and laying operational foundations for hospitals, Nick discusses why he believes building a good culture and ensuring everyone on the team is on the same page is critical to success. You can find show notes and more at: https://bit.ly/40TFmV8 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and O...
2023-04-0543 minThe Vet Worthwhile PodcastEp #13: Answering Your QuestionsYou asked – we answered! In this episode, we respond to some of your questions about our personal lives, including how many pets we each own and what our favorite episode is so far. We also share our perspectives on owning a veterinary hospital, discuss our thoughts on exit plans and ESOPs, and share our plans for the future of this podcast. You can find show notes and more at: https://bit.ly/3FnHa0i Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One...
2023-03-1537 minThe Vet Worthwhile PodcastEp #12: Staying on the Cutting Edge of Veterinary Care with Dr. Dick GebhartDr. Dick Gebhart, a thought leader and innovator in the vet industry, joins the show to share what he is most proud to have brought to his colleagues in the first fifty years of his career. This includes turning a single DVM hospital into a facility covering a full Los Angeles city block. In addition, he developed the first practice management software because it was needed to run his hospital. Listen in to hear what he thinks is needed for veterinarians to continue to thrive and the importance of staying on top of innovative ideas. You can...
2023-03-0136 min
NET WORTHWHILE™ by SignatureFDEp #11: Exploring the Similarities between Bourbon and Running a Successful Veterinary Practice with Ben PateHave you ever wondered what the key ingredients are to the perfect bourbon and running and eventually selling a successful veterinary practice? Discover the surprising similarities and the importance of planning your exit strategy in this week's episode. Join us as we sit down with Ben Pate, Director of Business Development at Lakefield Veterinary Group, and a seasoned businessman who has experience in both the bourbon industry and the veterinary medicine space. You can find show notes and more at: https://bit.ly/40MJbw0 Disclosure: Travis York is the owner of Three and One Vet A...
2023-02-1551 minThe Vet Worthwhile PodcastEp #11: Exploring the Similarities Between Bourbon and Running a Successful Veterinary Practice with Ben PateDo you know the key ingredients to a quality bourbon—and how they may be similar to running and selling a successful veterinary practice? In this episode, we sit down with Ben Pate, Director of Business Development at Lakefield Veterinary Group and a seasoned businessman with experience in both the bourbon industry and the veterinary medicine space to discover these surprising similarities. You can find show notes and more at: https://bit.ly/3I3PLWF Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet...
2023-02-1551 min
Women to Watch Media® with Sue RoccoHeather Fortner, SignatureFDHeather Fortner, Chief Operating Officer, Chief Compliance Officer & President of SignatureFD, shared the story behind her title with us on February 8, 2023.As CEO, Heather leans into her passion for listening – to the SignatureFD team, our clients, and the industry – to create and implement the organization’s vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.Previously serving as Chief Operating Officer, Chief Compliance Officer, and Pr...
2023-02-081h 09
NET WORTHWHILE™ by SignatureFDEp #10: Insights Into The Veterinary Job Market with Jeff SanfordMentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy and Practice Outreach at UGA College of Veterinary Medicine, joins the show to explore the employment market for veterinarians and hospital owners. You can find show notes and more at: https://bit.ly/3Rj1PaF Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm o...
2023-02-0135 minThe Vet Worthwhile PodcastInsights Into The Veterinary Job Market with Jeff SanfordMentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy and Practice Outreach at UGA College of Veterinary Medicine, joins the show to explore the employment market for veterinarians and hospital owners. You can find show notes and more at: https://bit.ly/3Rj1PaF Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of...
2023-02-0135 minThe Vet Worthwhile PodcastNavigating Inflation and Market Changes with Tony WelchMany conversations seem to be about inflation lately. As such, we believe it’s important to put things into perspective regarding what to do as prices increase and put added strain on small businesses. In this episode, Tony Welch, SignatureFD’s Chief Investment Officer, joins the show to share his thoughts on the current inflation situation. He provides some insight into the current markets, lays out what may happen in the coming months, and gives some suggestions on how you can create a plan for your business. You can find show notes and more at: https://bit.ly/3i...
2023-01-1829 min
NET WORTHWHILE™ by SignatureFDEp #09: Navigating Inflation and Market Changes with Tony WelchMany conversations seem to be about inflation lately. As such, we believe it’s important to put things into perspective regarding what to do as prices increase and put added strain on small businesses. In this episode, Tony Welch, SignatureFD’s Chief Investment Officer, joins the show to share his thoughts on the current inflation situation. He provides some insight into the current markets, lays out what may happen in the coming months, and gives some suggestions on how you can create a plan for your business. You can find show notes and more at: https://bit.ly/3...
2023-01-1829 min
NET WORTHWHILE™ by SignatureFDEp #08: How to Stay Ahead in an Evolving Succession Market with Bill R. Crank, DVMThe sale of a veterinary practice can be one of the largest financial decisions you will make in your lifetime. To help ensure you’re making the right decision, we believe it’s important to have current market insights supported by long-term understanding, consult multiple experts, and obtain the right professional support. In this episode, Bill R. Crank, DVM, from Total Practice Solutions Group, joins the show to share his thoughts on selling and exiting a practice in today’s market. You can find show notes and more at: https://bit.ly/3VZPVEa Disclosure: Travis York i...
2022-12-1427 minThe Vet Worthwhile PodcastHow to Stay Ahead in an Evolving Succession Market with Bill R. Crank, DVMThe sale of a veterinary practice can be one of the largest financial decisions you will make in your lifetime. To help ensure you’re making the right decision, we believe it’s important to have current market insights supported by long-term understanding, consult multiple experts, and obtain the right professional support. In this episode, Bill R. Crank, DVM, from Total Practice Solutions Group, joins the show to share his thoughts on selling and exiting a practice in today’s market. You can find show notes and more at: https://bit.ly/3VZPVEa Disclosure: Travis York is...
2022-12-1427 minThe Vet Worthwhile PodcastBusiness Exit Strategies and ESOPs with Brian Frey, CFPIn the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how long an owner considering an ESOP will likely have to stay in the business before exiting. In this episode, Brian Frey, CFP and Partner at SignatureFD, joins the show to share what a successful business exit can look like and why he believes it is essential to start planning out your exit strategy years in advance. You can find show notes and more at: http://bit.ly/3...
2022-11-3028 min
NET WORTHWHILE™ by SignatureFDEp #07: Business Exit Strategies and ESOPs with Brian Frey, CFPIn the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how long an owner considering an ESOP will likely have to stay in the business before exiting. In this episode, Brian Frey, CFP and Partner at SignatureFD, joins the show to share what a successful business exit can look like and why he believes it is essential to start planning out your exit strategy years in advance. You can find show notes and more at: http://bit.ly...
2022-11-3028 min
NET WORTHWHILE™ by SignatureFDEp #06: Building an Ownership Culture in Your Practice with Robin BrogdonWhat can you do to help create a brand that attracts the clientele and associates you want? In this episode, Robin Brogdon, CEO at BluePrints Veterinary Marketing Group, joins the show to discuss the potential benefits of Employee Stock Ownership Plans (ESOPs) and what you can do to help build an ownership culture within your practice. You can find show notes and more at: http://bit.ly/3g819H0 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting an...
2022-11-1633 minThe Vet Worthwhile PodcastBuilding an Ownership Culture in Your Practice with Robin BrogdonWhat can you do to help create a brand that attracts the clientele and associates you want? In this episode, Robin Brogdon, CEO at BluePrints Veterinary Marketing Group, joins the show to discuss the potential benefits of Employee Stock Ownership Plans (ESOPs) and what you can do to help build an ownership culture within your practice. You can find show notes and more at: http://bit.ly/3g819H0 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and...
2022-11-1633 minThe Vet Worthwhile PodcastThe Future of Veterinary Real Estate with Peter KilkellyThe veterinary real estate market has undergone plenty of changes over the past several years, and it doesn’t seem to be slowing down. Whether you’re a current veterinary hospital owner looking to understand the value of your real estate or a prior owner with a third-party lease in place, it’s important to understand how your real estate is valued. You can find show notes and more at: http://bit.ly/3GijETz Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is...
2022-11-0235 min
NET WORTHWHILE™ by SignatureFDEp #05: The Future of Veterinary Real Estate with Peter KilkellyThe veterinary real estate market has undergone plenty of changes over the past several years, and it doesn’t seem to be slowing down. Whether you’re a current veterinary hospital owner looking to understand the value of your real estate or a prior owner with a third-party lease in place, it’s important to understand how your real estate is valued. You can find show notes and more at: http://bit.ly/3GijETz Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisor...
2022-11-0235 min
🎗️You Winning Life🎗️Ep.143- Leading Requires Empathy with Heather FortnerLet us know what you thought about the show!Heather Fortner practices “coach with empathy” leadership style. She uses her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.Ms Fortner has a Bachelor of Finance from Kennesaw State University, and a Master of Science in professional counselling from Georgia State University. She is also an Investment Adviser Certified Compliance Professional and a graduate of the Schwab Executive Leadership program and the G2 Institute.Heather is a s...
2022-10-2047 minThe Vet Worthwhile PodcastAchieving Your Practice Ownership Dreams with Bert Hockenberry and Jordan KayMany veterinarians say practice ownership is not for them because they want work-life balance, have too much student debt, or are unsure how to run a business. However, with advances in business processes, structuring, and technology, practice ownership is worthy of consideration and can bring empowerment and control. In this episode, Jordan Kay and Bert Hockenberry from Provide financial services join the show to discuss why many people are choosing to become owners and the steps they take to do so - even as younger veterinarians. Listen in as Bert and Jordan discuss how practice...
2022-10-1949 min
NET WORTHWHILE™ by SignatureFDEp #04: Achieving Your Practice Ownership Dreams with Bert Hockenberry and Jordan KayMany veterinarians say practice ownership is not for them because they want work-life balance, have too much student debt, or are unsure how to run a business. However, with advances in business processes, structuring, and technology, practice ownership is worthy of consideration and can bring empowerment and control. In this episode, Jordan Kay and Bert Hockenberry from Provide financial services join the show to discuss why many people are choosing to become owners and the steps they take to do so - even as younger veterinarians. Listen in as Bert and Jordan discuss how practice...
2022-10-1949 minThe Vet Worthwhile PodcastThe Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 2)Veterinary practices have been busier than ever since the beginning of the pandemic. Due to this increase in transactions, the inefficiency of the veterinary business model was exposed. There was more money coming in, but there was also a lot more stress put on the vets and nurses. So, how can we find the perfect middle ground between profitability, sustainability, and work-life balance? In this second half of our two-part episode, Donna Harris, Assistant Professor at Michigan State University, and Peter Weinstein, President of Simple Solutions for Vets, answer this key question and more. You can find...
2022-10-1535 minThe Vet Worthwhile PodcastThe Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 1)The business of veterinary medicine has evolved greatly over the past few decades. With the pandemic, the increase in technology, and more, the veterinary industry is constantly having to pivot—and with that, the schools are having to change how they’re teaching students. So, how has the business of veterinary medicine developed, and what does this mean for the future of veterinary care? Joining us to discuss these topics and more are Donna Harris, Assistant Professor at Michigan State University, and Peter Weinstein, President of Simple Solutions for Vets. You can find show notes and more at: ...
2022-10-1437 min
NET WORTHWHILE™ by SignatureFDEp #03: The Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 2)Veterinary practices have been busier than ever since the beginning of the pandemic. Due to this increase in transactions, the inefficiency of the veterinary business model was exposed. There was more money coming in, but there was also a lot more stress put on the vets and nurses. So, how can we find the perfect middle ground between profitability, sustainability, and work-life balance? In this second half of our two-part episode, Donna Harris, Assistant Professor at Michigan State University, and Peter Weinstein, President of Simple Solutions for Vets, answer this key question and more. You can find...
2022-10-1435 min
NET WORTHWHILE™ by SignatureFDEp #02: The Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 1)The business of veterinary medicine has evolved greatly over the past few decades. With the pandemic, the increase in technology, and more, the veterinary industry is constantly having to pivot—and with that, the schools are having to change how they’re teaching students. So, how has the business of veterinary medicine developed, and what does this mean for the future of veterinary care? Joining us to discuss these topics and more are Donna Harris, Assistant Professor at Michigan State University, and Peter Weinstein, President of Simple Solutions for Vets. You can find show notes and more at...
2022-10-1437 min
NET WORTHWHILE™ by SignatureFDEp #01: Welcome to the VET Worthwhile Podcast!Welcome to VET Worthwhile! This podcast is all about helping veterinarians learn to leverage wealth, maintain a healthy work-life balance, and build a worthwhile legacy—all while keeping focused on what matters most. In this inaugural episode, we will be sharing how this podcast came to be, what you can expect in the coming episodes, and what sets veterinarians apart in terms of financial needs. You can find show notes and more at: https://bit.ly/3Tmxpo4 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and...
2022-10-1427 minThe Vet Worthwhile PodcastWelcome to the VET Worthwhile Podcast!Welcome to VET Worthwhile! This podcast is all about helping veterinarians learn to leverage wealth, maintain a healthy work-life balance, and build a worthwhile legacy—all while keeping focused on what matters most. In this inaugural episode, we will be sharing how this podcast came to be, what you can expect in the coming episodes, and what sets veterinarians apart in terms of financial needs. You can find show notes and more at: https://bit.ly/3Tmxpo4 Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and O...
2022-10-1427 min
The Boardroom Brain with Dr. Lauren CookEpisode 15: Heather Fortner, CEO of SignatureFDHeather Fortner will inspire you to learn something today—starting with listening to this episode! She shares how she has been driven by a lifelong love of learning—while also fostering a heart for mindful rest along the way. As the CEO of SignatureFD, she uses counseling, compassion, and curiosity to help her create and advance a thriving team. She also shares how she manages it all (and thrives) as a mom of a 5-year-old and a 5-month-old. Intentionality is key for Heather—and she’ll help you find that intentionality in your own life as well.
2022-09-2530 min
System & Soul#022: Retaining Your Top Performers with Jonathan ReynoldsYour people are your business’s greatest asset. That’s a well-known truth among entrepreneurs. But, the ability to keep your greatest asset, especially the top performers, is often thought of as an elusive soft skill that requires a secret business recipe. The good news is that there is a recipe. More good news, it’s not a secret.
In this episode, Benj Miller and Chris White invite Jonathan Reynolds back on to discuss the recipe for people retention, what it takes to create a culture where people execute well, and the keys to accelerate and ensure people...
2022-09-2042 min
Sessions with System & Soul#022: Retaining Your Top Performers with Jonathan ReynoldsYour people are your business’s greatest asset. That’s a well-known truth among entrepreneurs. But, the ability to keep your greatest asset, especially the top performers, is often thought of as an elusive soft skill that requires a secret business recipe. The good news is that there is a recipe. More good news, it’s not a secret.In this episode, Benj Miller and Chris White invite Jonathan Reynolds back on to discuss the recipe for people retention, what it takes to create a culture where people execute well, and the keys to accelerate and ensure people...
2022-09-2042 min
System & Soul#021: Growing Yourself and Your Team Throughout Changing Seasons with Lisa ZeeveldAs business seasons change, your organization requires different employees and different skills. But how do you equip your current team and leaders to adapt to the necessary changes that the future requires? In this episode, Benj Miller talks with BELAY CFO, Lisa Zeeveld, about how to manage the professional development of your current team.
They also discuss positioning your business to change along with an unpredictable economy and the challenge of changing your perspective of yourself, personally and professionally, throughout your businesses season. Plus, you’ll hear a couple leadership lessons Lisa learned during her years building mo...
2022-09-0638 min
Sessions with System & Soul#021: Growing Yourself and Your Team Throughout Changing Seasons with Lisa ZeeveldAs business seasons change, your organization requires different employees and different skills. But how do you equip your current team and leaders to adapt to the necessary changes that the future requires? In this episode, Benj Miller talks with BELAY CFO, Lisa Zeeveld, about how to manage the professional development of your current team.They also discuss positioning your business to change along with an unpredictable economy and the challenge of changing your perspective of yourself, personally and professionally, throughout your businesses season. Plus, you’ll hear a couple leadership lessons Lisa learned during her years building mo...
2022-09-0638 min
Growing Your Financial Business...The Woman's WaySetting Boundaries and Saving Time with Heather FortnerHeather Fortner is the CEO of SignatureFD, where she defines wealth as the accumulation of more and worth as the achievement of better. SignatureFD is all about helping their clients achieve wealth beyond money. Heather is on a mission to help everyone by creating a personalized approach to wealth management. She excels at creating inspiring client experiences and leading people to live happy lives on all levels.Hearing about Heather’s leadership style was a breath of fresh air. She told me all about:
Finding your purpose
The importance of go...
2022-08-2428 min
System & Soul#020: Making Your Clients Your Strongest Sales Team with Jonathan ReynoldsWhat if you served your clients so well that they became your strongest sales team? That’s what Jonathan Reynolds, CEO at Titus Talent, has accomplished with his team of culture engineering leaders. Benj and Chris are excited to bring Jonathan back on System & Soul to talk about how to grow through generosity and serving your people well.
As Jonathan points out, “If your business has people, it probably has problems.” But, when your organization cultivates a healthy culture in which everyone works to serve each other and the client with a spirit of honor and generosity, the bu...
2022-08-2336 min
Sessions with System & Soul#020: Making Your Clients Your Strongest Sales Team with Jonathan ReynoldsWhat if you served your clients so well that they became your strongest sales team? That’s what Jonathan Reynolds, CEO at Titus Talent, has accomplished with his team of culture engineering leaders. Benj and Chris are excited to bring Jonathan back on System & Soul to talk about how to grow through generosity and serving your people well.As Jonathan points out, “If your business has people, it probably has problems.” But, when your organization cultivates a healthy culture in which everyone works to serve each other and the client with a spirit of honor and generosity, the bu...
2022-08-2336 min
Sessions with System & Soul#019: Designing a Life You Love with Jeff LovellHowever clear or vague it may be, we all have an idea of what our ideal life looks like. But a dream is just a dream without action. This week on System & Soul, expert guide and coach, Jeff Lovell, joins Benj and Chris to discuss how he helps entrepreneurs and business leaders embrace authentic living.The three ideas Jeff bring to this conversation are how to help people answer the “what’s next” question, how to avoid climbing higher without going deeper, and the difference between pursuing information vs. transformation.This episode is sponsored by Signat...
2022-08-0936 min
System & Soul#019: Designing a Life You Love with Jeff LovellHowever clear or vague it may be, we all have an idea of what our ideal life looks like. But a dream is just a dream without action. This week on System & Soul, expert guide and coach, Jeff Lovell, joins Benj and Chris to discuss how he helps entrepreneurs and business leaders embrace authentic living.
The three ideas Jeff bring to this conversation are how to help people answer the “what’s next” question, how to avoid climbing higher without going deeper, and the difference between pursuing information vs. transformation.
This episode is sponsored by Signat...
2022-08-0936 min
Atlanta Business RadioHeather Fortner With SignatureFDHeather Fortner, CEO and Partner at SignatureFD. As CEO, Heather leans into her passion for listening - to the SignatureFD team, our clients, and the industry - to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a "coach with empathy" leadership style, Heather leverages her unique ability [...]
2022-07-2221 min
Sessions with System & Soul#016: Leading Through Chaos with Grit and Grace with Heather FortnerBenj said it himself––this episode is a masterclass in leadership! This week, System & Soul invites Heather Fortner to share her journey of becoming CEO of SignatureFD––a ground-breaking wealth management company that understands the difference between wealth and worth. Heather shares what she has learned about servant leadership and intentionally working through chaos with “grit and grace.”This episode is sponsored by BELAY Solutions.We’re passionate about bringing business leaders the insights you need to keep doing great work, and so are our friends at BELAY Solutions. BELAY is an incredible, 100% remote organization revolutionizin...
2022-06-2838 min
System & Soul#016: Leading Through Chaos with Grit and Grace with Heather FortnerBenj said it himself––this episode is a masterclass in leadership! This week, System & Soul invites Heather Fortner to share her journey of becoming CEO of SignatureFD––a ground-breaking wealth management company that understands the difference between wealth and worth. Heather shares what she has learned about servant leadership and intentionally working through chaos with “grit and grace.”
This episode is sponsored by BELAY Solutions.
We’re passionate about bringing business leaders the insights you need to keep doing great work, and so are our friends at BELAY Solutions. BELAY is an incredible, 100% remote organization revolutionizin...
2022-06-2838 min
LeadovationHeather Fortner: Why Finance Needs Psychology to be SuccessfulAs CEO, Heather leans into her passion for listening – to the SignatureFD team, its clients, and the industry – to create and implement the organization’s vision and mission to impact the lives of 10,000 families.Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Mari...
2022-06-2134 min
Atlanta Business RadioHeather Fortner With SignatureFDAs CEO, Heather Fortner leans into her passion for listening - to the SignatureFD team, our clients, and the industry - to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a "coach with empathy" leadership style, Heather leverages her unique ability to harmonize people's passions and talents [...]
2021-11-1123 min
Beyond The OrdinaryHolistic Wealth Management with Heather FortnerAre 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...
2021-10-1943 min
In the Suite55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFDSend us a textWe feel so lucky and honored to have Heather Fortner In the Suite! Heather Fortner, MS, IACCP® is the Chief Executive Officer at SignatureFD, an award-winning multi-billion-dollar integrated wealth management and advisory firm in Atlanta that helps clients transform their net worth into "Net Worthwhile." SignatureFD is ranked on Inc. Magazine’s Inc. 5000 Americas Fastest Growing Companies and was named one of Atlanta’s Best & Brightest Companies to Work for in 2021. In today's episode, Heather shares some of the greatest leadership lessons learned throughout her career and her philosophies. She stre...
2021-09-0357 min
NET WORTHWHILE™ by SignatureFDEp #12: Thinking Your Way to Success with Kim AdesDo you sometimes feel that you’re meant for more? Are you frustrated with your perceived lack of progress? Kim Ades, President and Founder of Frame of Mind Coaching and JournalEngine Software, works with leaders who have big goals but find themselves frustrated with where they are, and she joins the show to discuss how to improve your mental state today so you can get to where you want to be tomorrow. You can find show notes and more information by clicking here: https://bit.ly/38Ve6fm
2020-07-3116 min
NET WORTHWHILE™ by SignatureFDEp #11: Building Up Your Confidence to Have a Life Outside of Sales with Kathleen BlackKathleen Black is an author, speaker, and consultant at Kathleen Black Coaching & Consulting. As one of Canada’s leading real estate coaches, she provides agents across North America and their teams with her proven successful techniques. Today she joins the show to discuss how to grow your business with your quality of life in mind in order to stop sales from consuming your every move. You can find show notes and more information by clicking here: https://bit.ly/2TpQ30G
2020-06-2917 min
NET WORTHWHILE™ by SignatureFDEp #10: Storytelling Content with Summer MulderPutting out content that is impossible to misunderstand is part of what sets The Draw Shop apart from the crowd. Summer Mulder, founder and CEO of The Draw Shop, jumps on this episode to share her expertise in helping businesses to create and deliver unique, meaningful and effective content. As online platforms shift and change, it is important to find a consistent way to educate and provide value to your customers and potential customers – listen in to learn more on how to do just this! You can find show notes and more information by clicking here: https://bi...
2020-05-2818 min
NET WORTHWHILE™ by SignatureFDEp #09: Grow Your Wealth and Live a Better Life with Eric RosenbergAfter starting out as a bank manager, Eric Rosenberg realized he had a passion for writing about money. Now the founder of PersonalProfitabilty.com, Eric spends his time teaching his clients how to practice mindfulness with their personal finances. He joins the show today to share the importance of structuring your finances correctly so that you are prepared to support yourself throughout your entire life. You can find show notes and more information by clicking here: https://bit.ly/3d6GVal
2020-04-3024 min
NET WORTHWHILE™ by SignatureFDEp #08: Creating Your Life and Your Legacy with Denice GierachCreating a legacy is usually tied in with a person’s search for meaning. So how do we get people to open up about their personal stories to help them discover and start paving the way for who they want to be? Today Denice Gierach from The Gierach Law Firm joins the show to describe why she has made it her life’s work to help people create long-lasting legacies. You can find show notes and more information by clicking here: https://bit.ly/31WaC8F
2020-04-0124 min
NET WORTHWHILE™ by SignatureFDEp #04: SignatureGenerosity with Elizabeth BurdetteWithin SignatureFD, there are specific sections that work on helping clients in a targeted and more meaningful way. One of those is SignatureGenerosity, or SigGen. Elizabeth Burdette, Director of Engagement for SigGen, shares how this area of the firm works and how it helps advisors and clients with making plans to be generous and give back to the community. You can find show notes and more information by clicking here: https://bit.ly/328CO7A
2019-10-1716 min
Business BeatFrazier & Deeter’s Business Beat: Blair Cunningham and Elizabeth Burdette, SignatureFDShow Summary Blair Cunningham and Elizabeth Burdette join Frazier & Deeter's "Business Beat" to discuss the wealth management work of SignatureFD, particularly the philosophy that net worth involves more than money, but also purpose, generosity, talents, gifts, and meaning. "Business Beat" is brought to you by Alpharetta CPA firm Frazier & Deeter. Blair Cunningham and […]
The post Frazier & Deeter’s Business Beat: Blair Cunningham and Elizabeth Burdette, SignatureFD appeared first on Business RadioX ®.
2019-09-1700 min
Business BeatFrazier & Deeter’s Business Beat: Blair Cunningham and Elizabeth Burdette, SignatureFDShow Summary Blair Cunningham and Elizabeth Burdette join Frazier & Deeter’s “Business Beat” to discuss the wealth management work of SignatureFD, particularly the philosophy that net worth involves more than money, but also purpose, generosity, talents, gifts, and meaning. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter. Blair Cunningham and […]
2019-09-1700 min
Business BeatFrazier & Deeter's Business Beat: Blair Cunningham and Elizabeth Burdette, SignatureFDShow Summary Blair Cunningham and Elizabeth Burdette join Frazier & Deeter s Business Beat to discuss the wealth management work of SignatureFD, particularly the philosophy that net worth involves more than money, but also purpose, generosity, talents, gifts, and meaning. Business Beat is brought to you by Alpharetta CPA firm Frazier & Deeter. Blair Cunningham and [...]
2019-09-1734 min
NET WORTHWHILE™ by SignatureFDEp #02: Self-Worth Does Not Equal Net Worth with Heather FortnerWhat truly matters to you at the end of the day? Knowing your purpose gives you the ability to design a life that is more fulfilling and profitable, so today SignatureFD's COO & Chief Compliance Officer, Heather Fortner, explains how your mindset has a big impact on how you deal with money. Listen in as Heather and Crystal discuss the importance of being aware of your beliefs about money, as well as the factors that influence those beliefs. You'll learn the role of your net worth and why it shouldn’t be what decides your self-worth. Yo...
2019-07-1810 min
NET WORTHWHILE™ by SignatureFDEp #01: Introducing Net Worthwhile – More than MoneyFinding your Net Worthwhile means finding out what creates a good life for you, without the judgment or opinions based on what others do. In this first episode of the Net Worthwhile podcast, Crystal Cooper sits down with SignatureFD co-founder Jeff Peller to give you a glimpse of what the firm focuses on and how they help people design the life they want. You can find show notes and more information by clicking here: https://bit.ly/31hPEjI
2019-06-1007 min
The COO RoundtableEP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth ManagementIn the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees. Winthrop Wealth Management, located in Boston, Massachusetts, manages about $1.1 billion in client assets with 17 employees. Matt, Heather, and Lucas discuss the steps they take to put time back into the hands of their advisors and much more, including:
The history and background of SignatureFD and Winthrop Wealth
How Heather and Lucas came into their current C...
2019-05-0153 min
COO SocietyThe COO Roundtable Episode 5
EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
https://episodes.castos.com/pfiadvisors/Ep-5-0.mp3
In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees. Winthrop Wealth Management, located in Boston, Massachusetts, manages about $1.1 billion in client assets with 17 employees. Matt, Heather, and Lucas discuss the steps they take to put time back into the hands of t...
2019-05-0100 min
Financial Advisor SuccessEp 068: Becoming A Non-Revenue-Producing Partner In A Multi-Niche Financial "Design" Firm with Heather Fortner 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...
2018-04-172h 00
Wealth MattersLong Term Care Insurance: What Is It and Do I Need It?Harlan Graiser/SignatureFD Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client's risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD's relationship managers in order to coordinate his work with the client's core financial planning […]
The post Long Term Care Insurance: What Is It and Do I Need It? appeared first on Business RadioX ®.
2018-03-2800 min
Pro Business ChannelDavid Fisher, Co-Founder and Chief Investment Officer Signature FD Interview on Capital Club RadioDavid Fisher, Co-Founder and Chief Investment Officer Signature FD Interview on Capital Club RadioDavid Fisher, Co-Founder and Chief Investment OfficerSignature FD, LLCDavid Fisher w/Show Host Michael FLockDavid Fisher is a co-founder and Chief Investment Officer of SignatureFD, LLC. He provides investment consulting and comprehensive wealth management to the firm’s high-net-worth families.As chief investment officer, David’s primary responsibility is to lead the firm’s investment committee and to develop the long-term vision, policy and strategy. David has extensive experience with traditional investment strategies, including hedge f...
2017-09-1135 min