In this episode, host Lorie Jones welcomes Jennifer Rayner, founder of Moniwell and a visionary in the financial world. Jennifer shares how she turned an unexpected start in finance into a mission to change how people feel about their money.
Jennifer opens up about overcoming imposter syndrome, betting on bold ideas, and building success on her own terms. Hear her distinctive take on breaking barriers in a field traditionally exclusive to men and redefining what financial empowerment truly means. She discusses the importance of diversity in how we approach and solve problems in finance.
Jennifer's journey is a refreshing reminder that you can embrace your instincts, challenge industry norms, and create lasting impact. Whether you're just starting your career or looking for inspiration to take the next leap, tune in for a conversation that will bring those little "brain sparkles" that ignite big ideas.
Show Highlights:
- Have you checked out Lorie's musings and financial tips yet? [00:34]
- What are trusted, emotionally empathetic money journeys? [06:46]
- Following gut instincts and pursuing big ideas, even at 50. [10:48]
- A personal ethos of empathy vs. the dominant persuasive technique in finance. [16:31]
- How Gen Z is likely to shift wealth management. [21:07]
- Try the "brain sparkles" path to managing fear and anxiety. [28:48]
- Get a layered peek at the challenges of women in finance. [32:08]
- Key advice for young women entering male-dominated fields. [40:35]
- How to nurture children towards authentic career discovery. [42:41]
To connect with Jennifer Rayner, email her at JDR@moniwell.com.
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For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.
This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products.
The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode.
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional.
For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit http://fidelis-wealth.com.
