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