Lori Jones

Wealth manager at Fearless Financial Advisors, overseeing $30 million in assets under management. Known for leveraging Salesforce CRM to systematize processes in a mid-sized firm.

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Mar 11, 2025 • 1h 30min

Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm with Lorie Jones

Lori Jones is a Wealth Manager at Fearless Financial Advisors, overseeing $30 million in assets. She shares her innovative use of Salesforce CRM, creating custom 'magic buttons' that streamline operations without expensive coding. Lori discusses her inspiring journey from an administrative role to an advisor focused on high-net-worth women. She reflects on balancing her career ambitions with family life, the value of mentorship, and how launching a podcast boosted her confidence in prospecting. Her insights highlight the transformative potential of technology and personal growth in finance.