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Fearless Finances: Lorie Jones on Mentorship, Money Confidence & Building a Multi-Million Practice
Manage episode 520454437 series 3614645
Вміст надано Candice Mitchell. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Candice Mitchell або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
What does it look like to take ownership of your money, and your career, when the world told you not to?
In this episode, Lorie Jones (CFP®, MBA), owner of Fearless Financial Advisors, shares how she went from McDonald’s Hamburger University to helping grow an RIA from ~$30M to ~$230M, all while raising five kids, earning her licenses, and fighting imposter syndrome in a male-dominated industry. We dig into servant leadership, building systems when life is full, why “balance” is measured over years (not days), and how women can start feeling fear-less about their finances, today.
You’ll learn:
The mindset shift from “finance isn’t for me” → “I can do this.”
How Lorie organized the “bejesus” out of life to get her MBA + CFP while parenting five kids.
Why mentorship matters (and how to find a woman who’s in your corner).
Practical first steps for women who want to confidently participate in money decisions.
What “fearless” really means: taking one small brave step, even while scared.
Get to know Lorie:
Lorie Jones, MBA, CFP®, is a fourth-generation Wyoming rancher turned financial advisor with over thirteen years of experience in the industry. After raising five children, she found her calling at a small RIA in South Denver, driven by a passion to support women navigating financial transitions with clarity and confidence. She holds a History degree from the University of Wyoming, an MBA from Colorado State University, and is a CERTIFIED FINANCIAL PLANNER™ professional, currently pursuing both CFA and CDFA credentials. Lorie’s mission is to transform financial chaos into peace of mind through practical, empowering plans. She hosts the Fearless Females podcast, mentors young women, and volunteers with groups like Leadership Douglas County. Married to David, with five grown children and two grand dogs, Lorie blends her love of storytelling, crafting, and spreadsheets into both her travel adventures and her holistic approach to financial planning.
Connect with Lorie:
Facebook: https://www.facebook.com/lorie.jones.505
Facebook Group: https://www.facebook.com/profile.php?id=61571028827696
Instagram: https://www.instagram.com/loriejones_7/
LinkedIn: https://www.linkedin.com/in/loriejones/
Youtube: https://www.youtube.com/@UC0oqApmg_k_QvSzbhP_pUyA
Your host, Candice Mitchell, can be found online at:
Website: https://talentdevelopmentnerds.com/
LinkedIn: https://www.linkedin.com/in/candicemitchelltdnerd/
Instagram: https://www.instagram.com/talent_development_nerd/
YouTube: https://www.youtube.com/@candicemitchell.TDNerd
Talent Development Academy: https://talentdevelopmentnerds.com/tda
Original music composed by: Paul DeHaven
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