Building a Service Business for Financial Advisers
The Jenesis Gems Podcast
In this upbeat episode of the Jenesis Gems Podcast, Jenny Pearse is joined by Clinton Weekes, CEO of Contract Paraplanning Services (CPS), for a dynamic and insightful chat about what it really takes to build a thriving service business that supports financial advisers across Australia. 💼✨ Clinton shares his journey to business ownership and how his experience across multiple facets of the industry—from client-facing advisory roles to the operational expertise of paraplanning—has shaped his approach to leading CPS. With a strong focus on innovation, clear communication, and...
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#30 Creating Impact: Financial Advice for Women
The Jenesis Gems Podcast
In this episode of Jenesis Gems, Jenny is joined by the incredible Nattalia Smith, Financial Adviser and Founder of TruWealth Advice, for a heartfelt conversation about her journey, her passion for helping women with financial advice, and how she’s built a business that genuinely makes an impact. We dive into how TruWealth has evolved to focus on supporting women with financial advice, the core values that shape Nattalia’s approach, and how she’s used marketing and money coaching to build genuine connections with her clients. They also chat about why we need more women in financial...
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#29 Flipping the Mic: Jenny Pearse in the Guest Seat
The Jenesis Gems Podcast
In a special twist for Episode 29 of the Jenesis Gems Podcast, we're flipping the script! 🎙️ This time, Jenny Pearse steps out of the host chair and into the guest seat, with none other than her daughter, Hayley Pearse—Financial Adviser at Caboodle Financial Services—taking on the role of host. With a unique perspective as a financial adviser and someone who has witnessed Jenny’s journey with Jenesis over the past two decades, Hayley leads an insightful and personal conversation. Together, they explore Jenny’s path in financial services marketing, the lessons she has learned,...
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#28 Innovating Financial Advisory in Today's Landscape
The Jenesis Gems Podcast
In Episode 28 of the Jenesis Gems Podcast, Jenny welcomes Craig Banning from Navwealth Financial Group for an insightful discussion on "Innovating Financial Advisory: People, Technology, and AI in Today's Landscape." Craig dives into the Navwealth approach, sharing how their integrated model of financial advice is rooted in core values, team culture, and a client-centred message. Jenny and Craig also tackle the hot topic of technology and AI in the advisory space. While technology is familiar territory, AI has emerged as the new player—one with significant potential but requiring thoughtful...
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#27 The Power of Visuals: Leveraging Video
The Jenesis Gems Podcast
Join Jenny on Episode 27 of the Jenesis Gems Podcast as she welcomes Dave Power from Power Creative. 🎥 Established in 2001, Power Creative produces impactful video content for brands and businesses worldwide. Dave's passion for creating videos that deliver powerful messages and strong connections remains as strong today as it was when he started. In this episode, Jenny and Dave dive into ‘The Power of Visuals & Leveraging Video in Marketing.’ They discuss the essential elements of great video content and the 3 “T’s” – Team, Tools, and Technical—necessary for...
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#26 Balancing Act: Regional and Metro Advising
The Jenesis Gems Podcast
Join Jenny on the latest episode of the Jenesis Gems podcast as she welcomes Kris Meuwissen from Wealtheon Financial Services. Kris takes us on his journey in financial advice, from an early entry point to a sea change and eventually a tree change. In this episode, Jenny and Kris delve into the intricacies of creating a regionally based financial advice business designed around lifestyle yet servicing clients across various locations. Kris shares his challenges and the methods he employed to build relationships and a successful business during Wealtheon's first 5 years. Kris chats with Jenny...
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EP#25 Building Futures: Pathways to Financial Advising
The Jenesis Gems Podcast
Explore building futures the pathway to financial advising in Episode 25 of the Jenesis Gems Podcast. Join host Jenny Pearse as she engages in a compelling discussion with two guests from JBS Financial, CEO Jenny Brown and Provisional Financial Adviser Kaitlin Mifsud. Kaitlin shares her journey to advice as a career option, along with the steps she took and understanding expectations. Together, they highlight the crucial importance of nurturing future leaders and advisers while exploring the evolving landscape of supporting new market entrants to the field. Jenny Brown provides insights into...
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EP#24 Unveiling the Power Trio: Culture, Clients, Marketing
The Jenesis Gems Podcast
In Episode 24 of the Jenesis Gems Podcast, Jenny is joined by Corey Wastle, CEO of Verse Wealth, a multi-award-winning financial advisory business in Australia. Together, they dive into the topic of "Unveiling the Power Trio: Team Culture, Client Experience, and Marketing Strategies.” Corey shares insights into how he has invested in these key areas to foster success within his business. Corey provides valuable perspectives on building a thriving financial advisory firm, from establishing core values that shape the company culture to crafting memorable client experiences reflected in their...
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EP#23 Empowering Advocates: Being a Financial Abuse Specialist
The Jenesis Gems Podcast
Join Jenny on the Jenesis Gem Podcast as she welcomes Michelle Hoskins from in London to discuss a vital yet often overlooked topic: financial abuse. Michelle sheds light on the role financial advisers can play when encountering clients experiencing financial abuse and economic harm, emphasising its global prevalence across all demographics. Trigger warning: This episode addresses sensitive content related to financial abuse, with a focus on providing support and resources for financial advisers confronted with this issue. Michelle explains the concept of financial abuse and its alarming...
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EP#22 Being a family business
The Jenesis Gems Podcast
Join host Jenny Pearse in a heartwarming episode of Jenesis Gems as she sits down with the dynamic family trio - Terry, Ben, and Mia Johnson from Keyman Financial Services. Discover the incredible journey of this family-owned and operated financial advisory firm specialising in risk insurance. Founded in 2009 by Terry Johnson, Keyman Financial Services has become a trusted name, serving nearly 800 clients from diverse backgrounds. In 2017, Terry's children, Mia & Benjamin, joined the family business, each completing their Graduate Diplomas in Financial Planning. In this episode, Ben and...
info_outlineCo-founder and Director of Aged Care Steps, Louise Biti, joins Jenny Pearse to dive into an area of financial advice growing in demand. Louise is a thought leader and one of the pre-eminent experts in aged care, with over 25 years of experience in aged care advice.
Together, Louise and Jenny discuss how the demand for aged care advice has changed and the essential steps for financial advisers wanting to expand into this area of advice. Louise shares her experiences over the years, bringing us to where she is today, supporting financial advisers to implement aged care solutions in their planning practices.
Highly qualified in her field, Louise shares her views on the importance of emotional intelligence in this style of advice and how financial advisers can demonstrate their value and price their offering to suit their business.
With demand outstripping supply in this advice area, more and more advice businesses are electing to add this to their value proposition, particularly as their clients mature. The episode will provide an outline of not only why but how you can become an aged care specialist too.
Louise Biti is the author of ‘Don’t Panic: age the way you want where you want’ and is a regular speaker at conferences. She has professional designations of a SMSF Specialist AdviserTM, a Certified Financial Planner™, a Chartered Tax Adviser, a registered tax (financial) adviser and an FPA Aged Care SpecialistTM.