Lifting as We Climb with Lisa Allen: Mentorship, Leadership, and Paying It Forward

May 26, 2025

Lorie Jones

In this episode, host Lorie Jones welcomes Lisa Allen, CEO of the Financial Transitionist Institute, for an inspiring and deeply honest conversation about mentorship, leadership, and the winding paths we take in our careers. Lisa shares her journey from aspiring magazine editor to accidental finance executive, revealing the pivotal moments, setbacks, and triumphs that have shaped her along the way.

You will hear candid insights about overcoming burnout, building supportive professional cultures, and the power of paying it forward to the next generation of women leaders. Lisa and Lorie get real about the unique challenges women face in male-dominated industries, reflect on the critical role of mentorship, and offer practical advice to young women at the start of their careers.

Whether you’re forging your path in finance, business, or any industry where breaking barriers matters, this episode is packed with wisdom, encouragement, and strategies to help you stay fearless and true to yourself. Get ready to be inspired by Lisa’s authenticity, resilience, and commitment to lifting others as she climbs.

Show Highlights:

The power of adapting to nonlinear paths to work and entrepreneurship. [03:44]
Learn about the Financial Transitionist Institute’s mission to humanize finance. [09:42]
How to recognize burnout, notably high among women. [14:55]
The importance of servant leadership and positive work culture. [19:05]
How our words boost the growth, individuality and self-advocacy of younger women at work. [24:00]
Can you find peace with “enough” at 80% over perfectionism? [28:44]
Tips to beat industry anxiety, including mentoring and WIPN. [32:11]
Do you advocate for yourself against sexism in your industry? [37:04]
A tribute to indomitable resilience leading to all round success. [41:17]
What you will gain by evaluating impactful experiences. [45:04]

To get in touch with Lisa Allen, email her at Lisa@financialtransitionist.com. Find her on LinkedIn at https://www.linkedin.com/in/lisaallen4722/.

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For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.

This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products.

The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional.

For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit http://fidelis-wealth.com.