Growth Leaders of Wealth Management
In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's needs first.
The Growth Leaders of Wealth Management podcast tells the stories of businesses who are on their growth journey now. We'll learn how they got this far, what the challenges have been, how they've overcome them, what they've learned along the way and what their next big mountain to climb is.
Join our host, Meg Carpenter, as we learn from the stories of some of the industry's best and brightest on the Growth Leaders of Wealth Management podcast.
Growth Leaders of Wealth Management
How SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive Success
From humble beginnings as a CPA offshoot to an $8.5 billion RIA on the Inc. 5000 list of America’s fastest growing private companies – that’s the story of SignatureFD!
Join us as we discuss SignatureFD’s “three-legged stool” philosophy of growth, and how they have maintained one of the best employee retention rates in the industry. In this episode, we’re joined by Doug Liptak, Co-founder and Chief Strategy Officer, Heather Robertson Fortner, CEO, and Crystal Mathis, CMO.
Connect with us:
- Meg Carpenter on LinkedIn
- Doug Liptak on LinkedIn
- Heather Robertson Fortner on LinkedIn
- Crystal Mathis on LinkedIn
- SignatureFD on LinkedIn
Want to learn more…
- Visit ficommpartners.com