EPISODE · May 6, 2025 · 28 MIN
10. Fearless Means Doing It Scared: How Lorie Jones is Redefining Financial Advice
from Knowing Me, Knowing You · host Marla Sofer
In this episode of Knowing Me, Knowing You, Lorie Jones, president of Fearless Financial Advisors and host of the Fearless Females podcast, shares how listening—deep, patient, and human—builds real trust in financial advising. Lorie’s approach breaks away from the traditional numbers-first model, creating space for clients to share their lives, values, and fears.From helping women align their money with what matters most, to calling out the old narratives that said “money is for boys,” Lorie shows how true financial empowerment begins with connection. We dive into the parallels between parenting and advising, why capturing emotional insights matters just as much as the spreadsheets, and how small changes—like replacing "I'm sorry" with "I appreciate your patience"—can transform careers and confidence.Tune in to hear how Lorie is helping women redefine what financial success looks like one fearless step at a time. Resources Mentioned in This Episode:Connect with us! Lorie Jones on LinkedInFearless Financial Advisors WebsiteFearless Financial Advisors on FacebookFearless Females Podcast on Apple Podcasts Marla Sofer on LinkedInKnomee
Embed this episode
What this episode covers
In this episode of Knowing Me, Knowing You, Lorie Jones, president of Fearless Financial Advisors and host of the Fearless Females podcast, shares how listening—deep, patient, and human—builds real trust in financial advising. Lorie’s approach breaks away from the traditional numbers-first model, creating space for clients to share their lives, values, and fears. From helping women align their money with what matters most, to calling out the old narratives that said “money is for boys,” Lorie...
Ready to play
10. Fearless Means Doing It Scared: How Lorie Jones is Redefining Financial Advice
No transcript for this episode yet
Similar Episodes
No similar episodes found.