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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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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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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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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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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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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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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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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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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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_outline In this captivating episode of Jenesis Gems, your host, Jenny Pearse, welcomes a true visionary, Andrew Griffiths - The Entrepreneurial Futurist, accomplished author, and an all-around great guy. Together, they embark on a profound exploration of Andrew's latest book, "Someone Has to Be the Most Expensive, Why Not Make It You."
Andrew's journey as an entrepreneur and business owner began at an astonishingly young age. He boldly acquired his first business, a dive shop, at just 17 years old, setting the stage for his remarkable career. As a true entrepreneurial spirit, he readily admits to making all the expected mistakes and surviving the rollercoaster ride of small business. This early experience shaped everything that followed.
Drawing from his vast experiences, Andrew authored "101 Ways to Market Your Business," a book that marked the beginning of an extraordinary 25-year journey. His key message resonates with many: "I help people of substance to build businesses of substance." He understands that navigating the uncertainties of small business ownership can be challenging and, in his own words, "If you can't deal with a lack of certainty, then maybe small business is not for you." His empathy for fellow small business owners stems from having weathered the ups and downs himself.
One critical issue that Andrew tackles in his book, despite its focus on being the most expensive, is the concept of self-worth. He acknowledges that this issue often manifests itself in the world of business. While his book advocates for positioning oneself as the most expensive, it's about understanding the sliding scale of value and pricing. Andrew recognises that different strategies work for different people, and he's here to guide individuals in finding the approach that best aligns with their unique strengths.
Join Jenny Pearse and Andrew Griffiths in this enlightening episode of Jenesis Gems and learn how to embrace change, find your unique value, navigate the challenges of small business, and confront the concept of self-worth in the world of entrepreneurship.
Andrew Griffiths specialises in future-proofing businesses across virtually every industry and in every corner of the planet. With 13 bestselling books sold in 65 countries (and he has just released his 14th book) and a client base that includes organisations such as the European Union, CBS, Hewlett Packard, Hertz and Telstra, to mention just a few of the 500 organisations he has worked with, he is clearly sought after to provide advice and wisdom for the smallest of businesses to the largest of organisations.
Andrew’s advice is a combination of street-smart wisdom, practical concepts and productive triggers, derived from the hard-learned lessons with his own trial and error, as well as years of close observation and identification of the characteristics shared by both the really successful and the really unsuccessful.