9. Heather Fortner Discusses Leadership at T3

FinServ Podcast

Today, 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 your personal touch.
Prepare to elevate your emotional intelligence as we navigate the complex relationship between professional counseling, financial advising, and leadership in this insightful conversation. Heather provides practical strategies for incorporating structured change management into making life transitions as smooth as possible for clients. Furthermore, we dissect the art of delegation, the importance of setting healthy boundaries, and fostering opportunities for team development.

• Heather Fortner on LinkedIn
• SignatureFD website

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