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9. Heather Fortner Discusses Leadership at T3

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Manage episode 399985989 series 3530131
Content provided by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
>>FinServ Foundation Website

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 399985989 series 3530131
Content provided by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
>>FinServ Foundation Website

  continue reading

18 episodes

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