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In this episode, your host Lorie Jones sits down with trailblazer Kathleen Godfrey, founder of Godfrey Financial Associates, whose career journey is a masterclass in grit and ambition.

From being widowed and downsized to building her own independent firm in finance that is a traditionally a male-dominated field, Kathleen reveals how she shattered industry barriers and found strength in adversity. Hear what happens when she’s told over and over again that working with women won’t succeed, and how she proves the doubters wrong with decades of growth and impact.

Kathleen shares powerful lessons about investing in yourself, standing your ground, and building a support network that actually gets you. For all growth-minded women determined to take charge of their future, Kathleen offers fresh perspective and encouragement. Get ready for wisdom, wit, and the inspiration to show up fiercely in business and life!

Show Highlights:

  • Four influential non-fiction books to inform your journey. [03:40]
  • How has your curiosity about money converted into choices? [06:12]
  • Discover the powerful Dale Carnegie Training “SW-SW-SW-SW” tactic. [10:22]
  • Benefits of independent financial planners vs. large firms. [16:34]
  • Rising above sexism and figurative and financial overrides. [18:19]
  • Why do widows and divorced women fire financial advisors? [21:42]
  • The importance of hiring help early. [25:30]
  • Hiring and firing advice and life’s underpinning of dignity. [30:31]
  • Is finance overtly resistant to women with no spouses? [38:32]
  • Where successful women can direct their philanthropy. [41:59]
  • Key steps for young women to build successful careers. [47:42]

Connect with Kathleen Godfrey on LinkedIn at https://www.linkedin.com/in/kathleengodfrey/.

If you enjoyed this episode, please go to Apple Podcasts and leave a review!

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.

 

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