Latest Industry Insights

Vet Podcast

Ep #32: Leveraging Technology for Veterinary Practice Success with Nancy Dewitz

In this episode, Nancy Dewitz, a consultant specializing in serving the veterinary community, shares her insights on the transformative role of technology in improving workflows, communication, and patient outcomes. Nancy…
An outline of a family with a red heart and coinsSignatureGENEROSITY

Generosity Spotlight – From Vision to Legacy: Aligning Values with Generosity

Even experienced donors can benefit from a fresh look at their giving to help envision greater impact, efficiency, and meaning. SignatureFD clients Annie and Nick Shreiber, lifelong philanthropists, have long…
A young man smiling, walking through the snow with a box of gifts.SignatureGENEROSITY

Philanthropy Tools and Techniques: Building Holiday Traditions

For many of us, the holiday season is also the season of generosity - a time to reflect on the causes we care about and the legacy we hope to…

THE 8 STEPS TO FINANCIAL READINESS

Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.

DOWNLOAD NOW

THE 8 STEPS TO FINANCIAL READINESS

Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.

DOWNLOAD NOW

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5 Emotional Intelligence Tools You Need to Lead Effectively


It’s important that leaders have an “emotional intelligence toolbox” to pull from, so they can support their team while also keeping themselves grounded and healthy amidst it all. As a leader, these are my five go-to tools for personal and professional situations.

What Comes After the Glass Ceiling Is Broken


What Comes After the Glass Ceiling Is Broken: 5 strategies for fulfilling the duty leaders have to women and people of color

SignatureFD Celebrates Giving Tuesday


You are undoubtedly familiar with Black Friday and Cyber Monday, but have you heard of Giving Tuesday? Created in 2012 at the 92nd Street Y and its Belfer Center for Innovation & Social Impact…

Holistic Wealth Management with Heather Fortner


SignatureFD’s CEO Heather Robertson Fortner talks about SignatureFD’s brand promise Net Worthwhile and how it helps connect the pieces of wealth, so they can work more intentionally.

Empower to In Power #7: Changing Lives by Providing Shelter with Lisa Gordon


Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…

Short and Long-Term Cash Investing Strategies


So, you’ve got some extra cash, and you want to leverage it in a way that can support you in growing, protecting, giving, and living your wealth to the fullest.

SignatureFD Introduces #SignatureStories


We are pleased to introduce SignatureStories, a video series of people discussing their journey of wealth, happiness and ultimately, their NET WORTHWHILE®. Please Note: No portion of the video content…

Understanding Liability Coverage for E-Bike Operations Under Homeowner’s Insurance


E-bikes have become a common mode of transportation in urban areas, often used on public roads. However, a misconception persists among e-bike owners regarding liability coverage under their homeowner’s insurance policy.

Investment Options with Private Placement Insurance


Private Placement Insurance (PPI) vehicles have steadily gotten more attention in the high-net-worth space over the past few decades.

Empower to In Power #6: Creating Systemic Change with Leslie Turner


Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as…

Empower to In Power #5: Creating Opportunities For Women of Color with Audra Cunningham


Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a…

Empower to In Power #4: Overcoming the Fear of Failure with Jolie Weber


A proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned…

Empower to In Power #3: Becoming a Strong and Authentic Leader with Kathy Waller


Our guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how…

The Average NFL Player Could Lose $250K Under Newly Proposed Tax Laws


It feels like we’ve all lived a decade in the last year, doesn’t it? There is no shortage of headlines, stories, and narratives that have filled our televisions, phones, and brains. Most of these are things we will remember and tell our kids and our grandkids.

Empower to In Power #2: The Power of Authenticity and Strong Values with Ceree Eberly


We’re so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She…

Empower to In Power #1: Climbing the Ranks in a Male-Dominated Industry with Linda Booker


Welcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories…

Are your New Year’s Resolutions on Life Support Now?


It’s that time of year again – the resolutions rush – the time of year when people resolve to make better choices, live better lives and be all around better…

Webcast Recording: Giving and Getting More out of Liquidity Events


In this webcast, you’ll learn: The most common mistakes business owners make in approaching liquidity events for their businesses Real-world lessons in growing a successful business and building a charitable…

Ep #15: Creating Electric Experiences with Michael Lennox and Elizabeth Burdette


In this episode, the Director of Client Engagement at SignatureFD, Elizabeth Burdette, and the Founder of ATL Family Meals, Michael Lennox, discuss why generosity is about more than just money.

Commanding Your Way to A Better Life: Executive Compensation Negotiation Techniques


Dwayna Haley, Senior Vice President and Practice Director of Porter Novelli, recently joined us on SignatureFD’s podcast, Net Worthwhile, to discuss the necessity of commanding vs. demanding what you want as a high-level, woman executive.

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