cover of episode Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM

Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM

2024/9/3
logo of podcast Barron's Advisor

Barron's Advisor
Frequently requested episodes will be transcribed first

Shownotes Transcript

SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.