Congratulations to @SignatureFD’s @HeatherRFortner, 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 @HeatherRFortner named CEO of the Year for the category Individual RIA Firm leaders by @wealth_mgmt Please refer to SignatureFD’s disclosures for client retention calculations and ranking information https://t.co/7oM7zhit5D
"My hope is that other organizations in our industry sit up, take notice, and commit to change as well,” @HeatherRFortner said. “That is how we make lasting change together.” @AtlBizChron#exclusive on their newly diversified senior leadership team.
https://t.co/W3jGMP8so5
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 @Palaveev!
"The Handbook For G2 Partners Of Financial Advisory Firms" https://t.co/nxNUFVCe4N
"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 https://t.co/0KTCdVSnfw
"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.
https://t.co/KkIejAcTuL
Relationships matter. It is those around us that have the power to inspire us to keep going. On the days we want to give up, they are the ones that say "We need this. We need you. Keep going." #TheInfiniteGame#CouragetoLead#ImpactTheory#TomBilyeu
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 @FinTechie@sspotswoodrfg@CarsonWealth and @TDA4advisors . Always an honor and a pleasure.
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" https://t.co/WaiLzXWQ2w
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 @jackblack!) that participated! Here's a cool story about the walk, along with some pics: https://t.co/Rat3BPgkoU
.@LinkedIn Live Streaming is an amazing way to bring in an audience who otherwise wouldn’t be able to make the event.
https://t.co/aBCw6gkxHO
#SchwabIMPACT
On this episode of #BridgingTheGap, I sat down with @HeatherRFortner to discuss everything from Harry Potter to where the financial industry is today to where our industry is going in the future. Listen in and share your thoughts: https://t.co/01b9fe8nMs #financialservices
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? https://t.co/hSxvuFPIwW
"A person's self-worth is not tied to their net worth." SignatureFD's COO, @HeatherRFortner, discusses how our beliefs impact our financial decisions. #NETWORTHWHILE (link: https://t.co/dK7N8PUKQZ) https://t.co/tKKCA4dBbi
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: https://t.co/61eUoPK6zx