Holistic Wealth Management with Heather Fortner

Are your top skills an unlikely combination that you're unsure of how to leverage? Heather Fortner has always had a knack for both finance and helping others but didn’t quite know how the two could fit together as a career. Heather found that perfect fit in her role as CEO of SignatureFD, a wealth management firm headquartered in Atlanta.  In this episode, Heather talks about her passion for helping families understand their relationship with money and why she went back to school to get a master’s degree in counseling to help her do that more effectively. Heather also explores how beliefs around money shape people’s finances, why it’s critical for advisors to take a holistic approach to wealth management, and the lessons she’s learned building SignatureFD. “Most professionals are drawn into this industry because of their innate desire to help people with integrity, to be sure that whatever we are doing, whatever we are recommending, whatever type of advice or plan we are crafting alongside our clients, is in their best interest” - Heather Fortner Main Takeaways  Financial advisors must be skilled communicators, understanding the various perspectives, beliefs, and triggers clients have relating to money. Growth has momentum, and you should harness that momentum to focus on achieving your goals. When scaling a business, it’s critical to notice where you’ve been and where you’re going in order to continue growing.  Strong core values are critical to success. If your core values are central to how you do business, from who you hire to how you communicate, your company culture will align with your values as a business.  There is value in the concept of Net Worthwhile. It’s all about being connected to the pieces of your wealth and expecting them to work for you intentionally. Links SignatureFD Heather Fortner on LinkedIn Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today! Connect with our host Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts