46:52

In this episode of the "You Winning Life" podcast, host Jason Wasser, LMFT, interviews Heather Fortner, CEO and partner of Signature FD, a financial‑planning firm aiming to serve 10,000 families. The conversation traces Heather’s 20‑year career trajectory—from joining the firm in 2003 as a compliance associate, becoming Chief Compliance Officer, then Director of Operations, COO, President, and finally CEO—highlighting how she leveraged a unique blend of finance education and a graduate degree in professional counseling. Heather explains how empathy‑based leadership, financial literacy, and relational communication can transform client experiences and internal culture. The dialogue delves into the challenges of being a woman in a male‑dominated industry, the impact of micro‑aggressions, and the firm’s response to racial injustice in 2020, illustrating how honest, safe‑space conversations are essential for DEI progress. She introduces the firm’s “Net Worth While” philosophy, which aligns clients’ financial resources with what they find personally worthwhile, and discusses practical tools such as generating multiple solutions to problems, building diverse “dream teams,” and fostering relentless curiosity. Throughout, both speakers emphasize personal resilience, the power of choice, kindness, and the importance of integrating psychology, mind‑body health, spirituality, and entrepreneurship for a balanced, purposeful life.

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