FinServ Podcast - 9. Heather Fortner Discusses Leadership at T3

9. Heather Fortner Discusses Leadership at T3

02/08/24 • 32 min

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.

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
>>FinServ Foundation Website

Previous Episode

8. Mastering the Art of Critical Thinking

Have you ever felt the pressure of a ticking clock while facing a complex problem? That's where the finesse of critical thinking comes into play, a skill that Dr. David Rhoiney and Jamie Hopkins dig into during our conversation.
We reveal how preparedness and the ability to pivot are crucial in high-stakes situations. This episode is for those looking to sharpen their strategic acumen, whether extinguishing literal fires or navigating the fiery challenges of the corporate world.
If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
>>FinServ Foundation Website

Next Episode

10. Redefining Innovation: Pushing the Envelope

Innovation begins when leaders become unwilling to accept the status quo. Pushing the envelope, both professionally and personally, can open previously locked doors. This week, Dr. David Rhoiney and Jamie Hopkins discuss the ideal conditions to foster innovation and the different ways that businesses are differentiating themselves from their competitors.

While innovation typically is associated with products, we highlight the importance of process innovation. Mastering your methods can lead to significant efficiency gains and better outcomes. In the next decade, industries like financial planning are waiting to be disrupted. It’s just a matter of who is willing to take the lead. Our conversation is more than just business talk; it's about how innovation can transform every aspect of our lives.
If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
>>FinServ Foundation Website