Kate Healy from TD Ameritrade sat down with myself, Kelli Cruz, and Heather Fortner to discuss the opportunities available in operations and how operational career paths are paving the way for successful financial planning firms. Listen here: buff.ly/2LTr5ks

Once so gritty that Utah cops kept a close eye, FUSE in Miami has been up-sized and sanitized by Orion to reflect its more establishment status riabiz.com/a/2018/9/10/on…

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…

Fantastic conversation this morning at #MICUS!

"A person's self-worth is not tied to their net worth." SignatureFD's COO, Heather Fortner, discusses how our beliefs impact our financial decisions. #NETWORTHWHILE (link: bit.ly/2NYeh2q) bit.ly/2NYeh2q

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

Thank you, Matt Reiner ! Always so much fun and good conversation when we're together!

.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

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 Jack Black!) that participated! Here's a cool story about the walk, along with some pics: dailybreeze.com/2019/10/12/jac…

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

Perfectly said. fpadvance.com/whats-differen…

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 Joel Bruckenstein Shannon Spotswood Carson Wealth and @TDA4advisors . Always an honor and a pleasure.

Relationships. Courage. Belonging.

"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…

"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…

We will be the change we want to see. #DiversityandInclusion #NetWorthwhile

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 Philip Palaveev! "The Handbook For G2 Partners Of Financial Advisory Firms" bit.ly/2Els9j0

"My hope is that other organizations in our industry sit up, take notice, and commit to change as well,” Heather Fortner said. “That is how we make lasting change together.” Atlanta Business Chronicle #exclusive on their newly diversified senior leadership team. bit.ly/38ehh1F

Congratulations to SignatureFD’s Heather Fortner, winner of the INDIVIDUAL RIA FIRM LEADERS: CEO of the Year category of the 2021 Wealth Management Industry Awards. #WMIA21 #Wealthies

SignatureFD’s Heather Robertson Fortner Heather Fortner named CEO of the Year for the category Individual RIA Firm leaders by WealthManagement.com Please refer to SignatureFD’s disclosures for client retention calculations and ranking information signaturefd.com/important-disc…