Heather Robertson is the chief executive officer and chair of the board of SignatureFD, an integrated and comprehensive wealth management firm with offices in Atlanta, Georgia and Charlotte, North Carolina. An award-winning executive and recognized thought leader, Robertson has been with SignatureFD for 20 years, during which the firm has maintained healthy enterprise valuations, as well as annual growth and client retention rates consistently above industry averages.
For service-focused financial advisors who might take their well-being for granted, regular check-ins and active listening from the top can provide a powerful recharge.