Scaling Smart: Heather Fortner on Transformational Growth and Leadership with Soul

Financial Behavior Thought Leaders · Nov 19, 2025 · 32m

[embed]https://youtu.be/ZLRZsHOuBmA?si=51WhsjPflh8seUjI[/embed] In this inspiring episode, host Mary Bell Carlson welcomes Heather Fortner, CEO of SignatureFD and a featured speaker with Financial Behavior Keynotes Group. Heather Fortner shares the transformative journey of scaling her wealth management firm from $250 million to over $10 billion in assets—all while fiercely preserving the soul and integrity of the organization. You’ll get a front-row seat to Heather’s personal and professional evolution, with candid insights on leadership, courage, and authentic growth. The conversation opens…