Month: December 2023
Wealth Management EDGE Podcast: Heather Fortner’s Uncharted Journey to Leadership

Wealth Management EDGE Podcast: Heather Fortner’s Uncharted Journey to Leadership

By |

Heather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.   

In this episode of the Wealth Management EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Heather Fortner, chief executive officer and chair of the board of SignatureFD, who shares her insights into leadership, mission statements and the delicate balance between work and family. Heather touches on the importance of connecting leaders, opportunities and experiences to achieve success, and finding one’s self-worth to lead with purpose. 

Specifically, Nabia and Heather discuss:

  • Keeping true to core beliefs through professional and personal challenges. 
  • How an unconventional path leads to unexpected opportunities.
  • Navigating personal struggles to find professional success.
  • Unveiling the intersection of wealth and worth in leadership.

Resources:

Connect With Nabia Jenkins-Johnston:

Connect With Heather Fortner

 About Our Guest:

Heather is the chief executive officer and chair of the board of SignatureFD, an integrated and comprehensive wealth management firm with offices in Atlanta and Charlotte, recently named to the Inc. 5000.

During her 20-year tenure at the firm, Heather has created and executed strategies that have exponentially grown SignatureFD’s AUM from $250 million to over $6 billion. Her ability to combine strategic oversight in alignment with financial goals and enterprise risk mitigation has led the firm to maintain enterprise valuations, annual growth rates and client retention rates that consistently exceed industry averages. Beyond operational expertise, Heather leverages her graduate degree in professional counseling to help uncover and connect people’s passions and talents to build teams that deliver excellent and inspiring client experiences.

Heather lives in Kennesaw, Ga. with her husband and two daughters.



Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
WealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCruden

WealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCruden

By |

Ernst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry.

In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Cory McCruden, managing director of wealth and asset management at Ernst & Young, about the transformative potential of generative AI. From content creation to real-time insights for advisors, Gen AI is reshaping the financial landscape and it has become crucial for advisory firms to keep up with changing technology.

Specifically, Nabia and Cory discuss:

  • How content generation is revolutionizing the way advisors create custom, compliant content.
  • What real-time, personalized data means for effective cross-selling opportunities.
  • The ability to access unique, compliant images that reflect your brand.
  • How Gen AI can serve as a co-pilot for advisors, offering timely and relevant information.

Resources:

Connect With Nabia Jenkins-Johnston:

Connect With Cory McCruden

About Our Guest:

Cory is responsible for sales, marketing and distribution wealth management services at Ernst & Young LLP and is a thought leader and strategic advisor to CEOs and boards. With more than 20 years of industry experience, she is known for her innovation and unique takes on exponential growth strategies, digital marketing and technology. She focuses on next best action campaigns, sales force transformation, digital assets and product development, marketing technology and CRM systems.

Cory has worked in venture capital and was a Yale Ventures Entrepreneur-in-Residence, where she built and advised fintechs and data firms, from startup to multibillion-dollar valuations.

Cory has two master’s degrees from Yale University and has passed the Series 7 exam, CFA Level I and II exams, CAIA Level I exam and the Canadian securities exam. She is based in New York City.



Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories