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9. Heather Fortner Discusses Leadership at T3

9. Heather Fortner Discusses Leadership at T3

FromFinServ Podcast


9. Heather Fortner Discusses Leadership at T3

FromFinServ Podcast

ratings:
Length:
33 minutes
Released:
Feb 8, 2024
Format:
Podcast episode

Description

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 LinkedInSignatureFD websiteIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.>>FinServ Foundation Website
Released:
Feb 8, 2024
Format:
Podcast episode

Titles in the series (15)

The FinServ Podcast brings together legends and leaders in financial services to show the path they took. We want to inspire the next generation of talent in financial stories through the true leadership stories of industry titans.