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

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Manage episode 446194693 series 3583752
Indhold leveret af Meg Carpenter. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Meg Carpenter eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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:

Want to learn more…

  continue reading

13 episoder

Artwork
iconDel
 
Manage episode 446194693 series 3583752
Indhold leveret af Meg Carpenter. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Meg Carpenter eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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:

Want to learn more…

  continue reading

13 episoder

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