How SignatureFD’s ‘Three-Legged Stool’ Approach To Growth Has Fueled Massive Success Growth Leaders Of Wealth Management podcast

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How SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive Success

7d ago 1:02:05

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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

9 episódios

#Business #Meg Carpenter