Interview Information
ABOUT LORI WILSON'S
PERSONAL FINANCE BOOK
Where Are You … Financially?
Because If You Don’t Know, You’re In More Trouble Than You Think!
by LORI WILSON
Regarding money, what you don't know can (and often does) hurt you!
Inside this one-of-a-kind comprehensive book on your money, Lori Wilson dives deep into the TOP 5 key areas of money so you can really get a fix on where you stand.
The good, the bad and the ugly, Lori covers it all.
INTERVIEW INTRO
Inside Lori's book on money and personal finance, Lori goes into your:
1. Debt, Bills & Obligations
2. Income, Earnings & Savings
3. Investments & Wealth Planning
4. Retirement Planning
5. Asset Protection, Estate & Legacy Planning
MILLIONS of folks are NOT prepared for retirement, they live paycheck to paycheck, and are one paycheck from the street. Don't let that be you! Read this book as if your FINANCIAL LIFE depends on it! It just might!
This is the kind of book you need to sit down with and literally perform a personal SELF MONEY AUDIT on your life, your finances and your financial future! Look at all the money-related topics covered inside Where Are You ... Financially?
LORI'S BIO + INTRO
For over 18 years, Lori immersed herself in the world of financial services as an advisor, mastering a broad spectrum of areas from insurance (i.e., life, disability, long-term care, health) to investments and comprehensive financial planning.
With a number of earned financial certifications and qualifications, she soon found herself unable to build a solid foundation in helping my clients navigate their financial journeys as well as the companies she performed these services for.
Over time, Lori felt increasingly restricted by the industry’s rigid rules, unable to fully express her voice and ideas, where it best served her clients. She began to feel held back and unable to help her clients in the way she wanted and they needed.
This experience inspired a pivotal shift in her career as a financial consultant — from advising (while working for a financial company) to coaching (privately, one-on-one). Now, she's able to share her deepest financial insights and make true connections with her clients on a deeper, more personal level and without the pressure of having to sell the company's financial products. Instead, she can listen, advise and recommend only what the client needs. THAT, is a great feeling to have when helping people.
Author of the new book, Where Are You Financially?, please help me welcome Lori Wilson of LoriMoneyCoach.com.
SUGGESTED QUESTIONS
Below, you'll find a number of suggested questions you might ask Lori about her book. Feel free to mix and match and make up your own as well.
- Great title, how did you come up with that title? It seems very focused on “urgency” or assessing potential financial “problems” in one’s personal financial affairs, is that right?
- What motivated you to write a book like this? Aren’t there a lot of books about money and personal finance out there? How does yours differ from the others? What sets yours apart?
- Tell me about your qualifications, not only to write a book like this, but what’s your background?
- You go into five (5) main categories in your book: Debt, Income, Investments, Retirement and Wealth Planning. What made you pick those areas and can you tell me a little bit about how each of these categories are important and where do people slack or lack when it comes to their personal finances from what you can see out there in the field?
- What are some of the biggest mistakes you see people making when it comes to money, their finances and, well, everything related to money. There are so many areas to be concerned with.
- What’s a typical client like when you work with them? How do you get started? What are some of the things you find most people need help with?
- What would you say to parents about talking to their children, teens and young adults when it comes to money?
- You have some FREE resources at your website and downloadables, can you tell me about them?
- You also speak to audiences about money. What do you talk to them about? What do you train people on?
- How can someone get a hold of you if they’d like more information about you, your books, your coaching, your speaker services, your resources?
BOOK DETAILS
You can learn more about Lori Wilson's book on money and personal finance at her website, LoriMoneyCoach.com and about her Money Audit service for individuals at MyMoneyAudit.com.
REQUEST AN INTERVIEW
To request an interview with Lori Wilson, contact Lori online through this website. Your interview inquiry will be responded to promptly. In a hurry? Call Lori's office directly at (619) 314-4600 PST to set up an interview.
PRINT THIS PAGE
I've prepared a Google doc of this entire page, which you can print nicely, download to your computer to make changes, make a copy to your Google Drive or whatever you want. Click the blue button below to access it so you can print it for your use when you conduct our interview. Questions, just let me know.
BOOK DETAILS PAGE
You can learn more about this book on its actual book description page. Click the button below to check that out.
SAMPLE INTERVIEWS
You can listen to sample interviews to get an idea on what your interview with Lori will be like!
IMAGES & ARTWORK
Right-click and save any one of these images to your computer for your use. Please do not link to these images as they may change over time. Questions, just let me know.
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SOCIALIZE WITH LORI ON:
As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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