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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Apr 17, 2018

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 SignatureFD’s unique business model works with their series of various niches under the firm’s umbrella, as well as how their holistic financial design process aims to help clients with all types of wealth, including money, time, and relationships. Listen in to hear what skills she believes are most important for everyone—especially women—to develop in order to climb the career track in an independent advisory firm, how advisors can identify the right firm to stick with in the long run, and what she says are the most understated issues limiting the career growth of women in the industry today.

For show notes and more visit: https://www.kitces.com/68

2 Comments
  • over a year ago
    Darryl lyons
    Heathers perspective was a healthy one. Im glad she unpacked it thoughtfully. We need more female leadership in our industry.
  • a year and a half ago
    Greg Dunstan
    Heather makes a habit of trying to describe concepts in 10 mins that could could be said in one sentence. I gave up 1/3 of the way in.
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