Today, host Lorie Jones, owner of Fearless Financial Advisors and a veteran of the finance industry, shares her insider wisdom on what truly matters when choosing a financial advisor.
Drawing from 15 years of experience, Lorie recounts real stories, common client pitfalls, and the red flags to avoid, while highlighting the values at the heart of her own practice: genuine connection, clear communication, and a commitment to empowering clients with knowledge.
Whether you're celebrating a life milestone, navigating uncertainty, or just looking for no-nonsense advice, tune in as Lorie breaks down her top six must-haves in a trusted financial relationship—so you can confidently take control of your financial future.
Show Highlights:
- Why avoid financial advisors with a crowd of clients? [01:21]
- The Fearless Financial Advisors difference in pure client focus. [03:07]
- What a REIT really is and why it’s not for the average investor. [04:35]
- The value of tailored, appropriate, honest financial planning. [06:53]
- Sidestep phone trees and call Fearless Financial BFFs who will answer. [07:21]
- Ensuring your advisor is a CFP, with a cautionary word on advisory world catfishing. [08:48]
- Our mission to secure you in life’s major financial transitions. [12:43]
- Great advisors use clear understandable language, not financial jargon. [14:47]
- Discover an exceptional advisory relationship with Fearless Financial Advisors. [18:00]
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For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.
