Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
10. Fearless Means Doing It Scared: How Lorie Jones is Redefining Financial Advice
In this episode of Knowing Me, Knowing You, Lorie Jones, president of Fearless Financial Advisors and host of the Fearless Females podcast, shares how listening—deep, patient, and human—builds real trust in financial advising. Lorie’s approach breaks away from the traditional numbers-first model, creating space for clients to share their lives, values, and fears.
From helping women align their money with what matters most, to calling out the old narratives that said “money is for boys,” Lorie shows how true financial empowerment begins with connection. We dive into the parallels between parenting and advising, why capturing emotional insights matters just as much as the spreadsheets, and how small changes—like replacing "I'm sorry" with "I appreciate your patience"—can transform careers and confidence.
Tune in to hear how Lorie is helping women redefine what financial success looks like one fearless step at a time.
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