Lorie Jones is the Wealth Supervisor at Fearless Monetary Advisors, a DBA of hybrid advisory agency Fidelis Wealth Advisors based mostly out of Colorado, the place she oversees $30 million in belongings below administration for 88 households. What units Lorie aside is how she maximized the capabilities of Salesforce CRM—usually utilized by bigger corporations resulting from its superior options and better price—to streamline processes and workflows whereas working at a mid-sized advisory agency with out the necessity for pricey Salesforce builders, demonstrating how a well-optimized CRM can improve effectivity throughout the agency.
Pay attention in as Lorie shares how she leverages Salesforce’s “clicks not code” performance to create customized automations—resembling her modern “magic buttons”—that streamline agency operations, from consumer onboarding to cash actions. She additionally discusses her journey from an administrative position to agency accomplice, her transition into full-time advising to deal with serving high-net-worth girls, and the way she overcame the challenges of launching her personal follow. Lorie additionally displays on balancing incomes her CFP and MBA whereas elevating 5 kids, how beginning a podcast helped her achieve confidence in prospecting, and why studying from mentors empowered her to take daring profession dangers.
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