In this inspiring conversation, Lorie Jones, founder of Fearless Financial Advisors, shares how her mindset has shaped her journey from back-office operations to running her own successful financial advisory practice.

Lorie opens up about the challenges of entering a male-dominated industry, the importance of role models, and how surrounding herself with fearless women gave her the courage to step fully into the role of financial advisor. She explains why mindset and attitude are crucial to business growth, how to balance the roles of “advisor” and “therapist,” and why process and people matter as much as numbers.

From handling setbacks with grace to building a company culture that empowers others, Lorie’s approach is grounded in curiosity, continuous learning, and the belief that people are fundamentally good. She also shares her perspective on risk-taking, leadership, and the ripple effect that happens when you help others reach their potential.

Whether you’re a financial professional, an entrepreneur, or simply someone looking for a dose of motivation, this episode will leave you with practical ideas and a renewed belief in what’s possible.

What You’ll Learn in This Episode:

• How mindset shifts can transform your career path

• The role of role models in breaking through limiting beliefs

• Why the financial advisor’s job is about more than numbers

• The importance of strong processes to support client relationships

• How to decide when to delegate and trust others with key tasks

• Strategies for bouncing back from setbacks and learning from them

• The ripple effect of building people up in business and life

Connect with Lorie Jones:

🌐 fearlessfinancialadvisors.com 

🔗 Connect with Nina Cooke:

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