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



