Becoming Referable Podcast

Heather Robertson Fortner is Partner, Chief Compliance Officer, and Chief Operating Officer at SignatureFD, a firm that manages over 4 billion dollars for more than 1800 clients, and received the Charles Schwab Best in Business Impact Award in 2016. She has 17 years of […] The post Heather Fortner on Establishing Communities of Clients appeared first on Becoming Referable.