The Jenesis Gems Podcast
In The Jenesis Gems Podcast, we unpack tips and ideas to amp up your marketing with marketing superstars and guest financial advisers who have made it happen so you can to.
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Building a Service Business for Financial Advisers
04/14/2025
Building a Service Business for Financial Advisers
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 consistently bringing value to the advisers they support, Clinton offers real insight into the mindset and strategy behind a purpose-led service business. 🔧🤝 Jenny and Clinton also explore the role of authentic marketing, particularly on LinkedIn, and why showing up with your story and values is essential for building trust and connection in today’s business environment. 📣💬 Whether you're in advice, run a support business, or just love hearing how great service businesses are built—this episode is packed with practical gems, fresh thinking, and plenty of inspiration. 🎧 Don’t miss it—tune in now and get ready for a great conversation full of insight and impact!
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#30 Creating Impact: Financial Advice for Women
03/13/2025
#30 Creating Impact: Financial Advice for Women
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 advice and what we can do to encourage and support them on this career path. Nattalia’s story is inspiring, her insights are invaluable, and her energy is contagious! If you're passionate about empowering women in finance—or just love hearing about businesses that put purpose at the heart of what they do—this is an episode you won’t want to miss. 🎧✨
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#29 Flipping the Mic: Jenny Pearse in the Guest Seat
03/05/2025
#29 Flipping the Mic: Jenny Pearse in the Guest Seat
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, and the passion that drives her work. From industry shifts to personal reflections, this episode is filled with stories, insights, and a few surprises along the way. Tune in for an engaging chat that brings a fresh perspective to the Jenesis story! 🎧✨
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#28 Innovating Financial Advisory in Today's Landscape
11/18/2024
#28 Innovating Financial Advisory in Today's Landscape
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 application. Craig shares how Navwealth leverages technology while keeping human connection at the heart of its client relationships. This episode reinforces the importance of blending innovation with authenticity. Craig’s insights into balancing cutting-edge tools with a strong human touch provide valuable guidance for advisors navigating today’s rapidly evolving landscape. With over 30 years of experience, Navwealth Financial Group has built a team of highly skilled advisors delivering comprehensive financial advice across multiple business centres. Their integrated approach is designed to guide clients intentionally through their financial journey, helping them reach their goals with clarity and purpose. Tune in to discover what’s on the horizon for Navwealth and hear Craig’s hidden gem advice for anyone starting out in financial advice. This episode is packed with insights on building an advisory business that balances innovation with a strong human touch!
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#27 The Power of Visuals: Leveraging Video
07/31/2024
#27 The Power of Visuals: Leveraging Video
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 achieving an A-team with your videographer. Dave shares his insights into the ever-evolving video industry, highlighting current trends and the importance of constant innovation. 📈 Tune in to discover common mistakes to avoid when creating videos, real-life success stories, and Dave’s key tips for crafting any type of video content. Don't miss this insightful conversation packed with practical advice and industry expertise! 🎙️✨
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#26 Balancing Act: Regional and Metro Advising
05/02/2024
#26 Balancing Act: Regional and Metro Advising
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 about understanding the balancing act of managing online clients with face-to-face engagement. He shares why, along with his wife and business partner, Lauren, their focus is on prioritising life over work and money. Kris’s innovative approach to financial advice is packed with valuable insights and gems. Tune in now to discover more!
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EP#25 Building Futures: Pathways to Financial Advising
04/04/2024
EP#25 Building Futures: Pathways to Financial Advising
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 what JBS Financial has done to embrace the professional year program and support two advisers in this process. Gain valuable insights Jenny and Kaitlin into the past versus present practices, including the impact of the new professional year on advice businesses and those undergoing it. Delve into the unique experiences of women in financial advice and the transformative learning journey that has shaped Jenny and Kaitlin's careers. Don't miss this episode, packed with invaluable wisdom and inspiration for anyone considering a career in financial advice or seeking to support new talent in their business. Tune in now to listen and empower your journey in the world of financial advice!
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EP#24 Unveiling the Power Trio: Culture, Clients, Marketing
03/14/2024
EP#24 Unveiling the Power Trio: Culture, Clients, Marketing
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 marketing efforts. He reflects on his journey into financial advice, guided by family values and early investment experiences, and emphasises the importance of aligning your business with your ideal client base. Discover how Verse Wealth integrates core values into their daily operations, empowering every team member to contribute to the company's culture. Corey highlights the crucial link between effective leadership, a positive culture, and exceptional client experiences, emphasising the significance of attention to detail in customer interactions. Tune in to learn how understanding your business's identity and target audience can drive effective marketing strategies that resonate with your ideal clients. Don't miss out on Corey's valuable insights into cultivating a successful business through culture, client experience, and strategic marketing.
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EP#23 Empowering Advocates: Being a Financial Abuse Specialist
02/28/2024
EP#23 Empowering Advocates: Being a Financial Abuse Specialist
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 prevalence, outlining the pathway to the creation of the Financial Abuse Specialist Certification in collaboration with Australian Financial Adviser Amanda Cassar. Jenny engages Michelle on the steps financial advisers can take to obtain certification in this field and highlights key red flags to watch for. In scenarios where a client is clearly experiencing abuse, both domestic and economic, Michelle advises on immediate actions, including encouraging the client to contact the authorities if in immediate danger. She provides valuable resources and organisations for support, emphasising the importance of specialised assistance in complex cases of domestic abuse. MH: The first thing to do is to identify if your client is in any immediate danger. If so, encourage them and/or support them to phone the police. It is key that you do not put yourself in any immediate danger, but if this is the case, you can also call the police for yourself if you feel you are not safe. Check out Michelle's Standard's International Financial Abuse - Useful Resources guide (available on the Jenesis website ) or head to the website. In addition, encourage and support your client to reach out to a friend, family member, work colleague or, line manager or even their GP. Domestic abuse is a complex area and needs to be supported by specialists and experts in these areas. As they are your client, please make sure that you reassure them that you are here to help them and support them through this without any judgment. For information on the Standards International Financial Abuse Specialist Certification, . This is an episode not to be missed! Disclaimer: If you should feel that you, or someone you know, is in immediate danger, please call the Police on 000 or call 1800RESPECT, a 24/7 hotline and speak with someone today.
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EP#22 Being a family business
11/27/2023
EP#22 Being a family business
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 Mia open up about their individual paths to financial advice and their experiences working together in the family business. They share the lightbulb moments that led them to realise that this was their true career path. Terry reflects on the pride he feels watching his children evolve, discover their niche, and meet professional standards through shared studies. The family's success is attributed to mutual support, well-defined processes, and open communication. Terry emphasises the importance of leaving pride at the door and treating everyone as equals. This approach has created an environment where everyone learns and grows together. Listen in as Mia and Ben discuss how they've unintentionally adopted Terry's style in soft skills and storytelling with clients. Their skill development is grounded in lived client experiences, shaping their unique specialisations. Keyman Financial Services goes beyond traditional financial advising. Mia's drive led to the creation of Keyman Claims, an addition that adds value to clients and supports pro bono work. Meanwhile, Ben is spearheading Keyman Wealth, an up-and-coming venture, with Keyman Legacy on the horizon for the future. Tune in to this inspiring episode of Jenesis Gems to witness the power of family, shared values, and the entrepreneurial spirit that propels Keyman Financial Services to new heights.
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EP#21 Someone Has To Be The Most Expensive
11/16/2023
EP#21 Someone Has To Be The Most Expensive
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.
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EP#20 Creating Your Style of Impact
11/13/2023
EP#20 Creating Your Style of Impact
In this inspiring episode of Jenesis Gems, join host Jenny Pearse as she welcomes a very special guest, Dawn Thomas. Dawn, a self-proclaimed "forever financial adviser" who has now found her "forever home," brings her wealth of experience and creative wisdom to the forefront, revealing the secrets behind her unique personal brand and her journey to authenticity. Dawn's philosophy is simple but profound: "I don’t know how to be anyone else but me." She firmly believes in coming from a place that is honest and genuine, and at her core, she is deeply committed to achieving equity and positive outcomes for women and diverse groups. Throughout this episode, Dawn delves into the importance of authenticity - finding your place, role, and message in the world. As a values-driven individual, she highlights the necessity of telling your own story authentically when no one else will. She encourages the audience to experiment with their views and values to represent themselves genuinely and inspire those who are not yet ready to share their own voices. Dawn's insights extend beyond personal branding; she shares valuable lessons on developing your audience and keeping them engaged. With a nod to her own journey, she emphasises the significance of trial and error as a crucial path to growth and learning. Beyond her financial expertise, Dawn Thomas is a multifaceted individual - a self-professed superannuation nerd, financial adviser, part-time Ph.D. student, mother of three, and passionate food enthusiast. She also serves as the National Chair of AFA Inspire, a group dedicated to empowering women in the financial industry to thrive. When she's not offering financial advice, you'll find her unwinding by cooking for loved ones or engaging in her love for hockey. Tune in to this episode of Jenesis Gems to learn from Dawn Thomas, a remarkable individual who has not only found her authentic voice but also uses it to empower others on their unique journeys. Discover how to create your style of impact and leave a lasting mark in your field.
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EP#19 Choosing to be a Risk Advice Business
12/13/2022
EP#19 Choosing to be a Risk Advice Business
Phil Thompson from Skye Wealth joins Jenny to chat about his decision to move from holistic financial advice and become a dedicated risk advice business. Having spent past 10 years in financial advice, Phil has shifted over the last couple of years to an insurance only advice business. Phil shares his motivation to de-risk his business for a sustainable future and his experience in building and growing his risk only advice business. By only doing one thing, Phil has refined how to do it really, really well and shares some of the fundamentals for those that are considering taking the step into a risk only advice business. The demand for risk advisers continues to grow and this episode shares some key tips why you could consider this style of advice as an option for your advice business. As the Director and Financial Adviser at Skye Wealth, Phil helps young professionals and young families sort out personal insurance fit for their individual needs. He provides customized personal insurance advice to make sure people get the right cover by securing the best plans possible from insurers. Phil’s favourite part of his job is providing clients peace of mind knowing tomorrow will be taken care of no matter what happens in life.
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EP#18 Balancing Pro-Bono Advice in your business
11/30/2022
EP#18 Balancing Pro-Bono Advice in your business
Financial advice is a vehicle that can change people’s lives, but it is the trusted relationship with a financial adviser that is the key to helping people. Of course, not everyone understands or has access to financial advice, least of all people that are going through a difficult health situation. Nicola Beswick, Financial Adviser and Chair of the Pro-bono Advice Network (PFAN), joins Jenny to share her pathway into financial advice and discuss the role of PFAN and its purpose. We learn about the amazing financial advisers already part of the pro-bono advice network, how you can get involved, and the skills needed to provide this style of advice. If you are considering how to participate in providing Pro-bono advice, listen in to this illuminating episode! Nicola Beswick is a financial adviser, mentor and confidante who empowers people to create a financially certain future free from stress and uncertainty. Today, Nicola works with all types of clients in various situations, circumstances and portfolio sizes to ensure they are working towards a life they desire and deserve. In mid-2019, Nicola became involved at an advisor level in the Pro-bono Financial Advice Network (PFAN). PFAN specifically provides advice to individuals who have experienced a health crisis. She was subsequently elected as a director in late 2019 and then Chair in July 2021.
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EP#17 Adding Aged Care to Your Advice Offering
11/11/2022
EP#17 Adding Aged Care to Your Advice Offering
Co-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.
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EP#16 The Importance of Words in Your Marketing
10/23/2022
EP#16 The Importance of Words in Your Marketing
Michelle Bowes is a business and finance journalist and corporate content writer with over 20 years of experience in Australia and the UK. She has expert knowledge in insurance, superannuation, retirement, and personal finance. With two people who have a love of words in this episode, Michelle and Jenny discuss the importance of words in your marketing. Whilst writing on financial services topics may seem dry topics, Michelle shares her wisdom and experience in bringing creative genius to keep content engaging. Have you considered outsourcing to a copywriter and journalist? Listen in for Michelle’s tips for engaging a freelancer to help with your writing needs. Keen to start writing yourself, then Jenny and Michelle chat about the process, starting with the end in mind and who your reader is. Michelle has recently released her first book - Money Queens: Rule your Money - a money guidebook for teenage girls.
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EP#15 Marketing from a Graphic Designer’s Perspective
10/09/2022
EP#15 Marketing from a Graphic Designer’s Perspective
Sonja van Niekerk is the Executive Creative Director and founder of Click Click Design. She has been in the Advertising business for over 20 years, working on local small businesses through iconic and global brands across all aspects of creativity and innovation worldwide. In this Jenesis Gems episode, Sonja shares with Jenny her unique and fresh perspective on the role of graphic design in marketing. Particularly the steps to creating a great brand identity and what financial advisers and accountants should invest in as part of the process. Listen in for some of the trends, tips and traps you should be aware of when developing your brand.
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EP#14 Brand Evolution – Becoming Story Wealth Management
08/09/2022
EP#14 Brand Evolution – Becoming Story Wealth Management
Anne Graham is an experienced and award-winning professional Financial Planner with over 30 years of experience in Finance and Advice. She is also the CEO and a Director of Story Wealth Management, specialising in all aspects of planning for retirement and advising clients on how to write the next chapter in their story confidently. Anne joins Jenny Pearse in episode 14 to share the story behind Story Wealth Management, her experience and the creative process behind the brand evolution. Changing your business name is something to consider carefully. Anne tells us why the partners deliberately chose their name and how they reflect their brand in everything they do. This is a great episode to help you if you are looking to develop your brand story and build the culture in your business from the ground up.
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EP#13 Breaking the stereotype of a financial adviser
07/19/2022
EP#13 Breaking the stereotype of a financial adviser
Tim Henry is a financial adviser and owner of Aspire Planning - located in Cheltenham VIC. Aspire Planning has tried to “change-up” the way that financial advice is delivered. This starts with a strong focus on helping their clients develop a Life Vision that is then supported by a Financial Plan. In this episode, Tim shares his story of arriving at Aspire Planning, why he dropped the word “financial” from his business name and the importance of authenticity in everything he does. Tim and Jenny also chat about “The Grass is Greener” podcast launched in 2020 by Tim; designed to help dissect people’s daily challenges, get them clearer on their goals and provide financial tips. From one podcaster to another, Tim discusses the benefits of doing the podcast, targeting his ideal clients and producing a regular podcast. The Grass is Greener Podcast -
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EP#12 Transitions: Business Growth, Collaboration and Succession
07/05/2022
EP#12 Transitions: Business Growth, Collaboration and Succession
In this episode, Amanda Cassar from Wealth Planning Partners chats with Jenny Pearse about the transitions that she has experienced as a financial adviser and business owner. From being someone’s succession plan to what it means to create your own succession plan. Amanda shares her story about building her core brands to represent the style of business she has today and the importance of creating individual brand identities. Plus, why networking and collaboration are valued and vital skill sets that can contribute to your success. Based on the Gold Coast in Australia, Amanda holds a Master of Financial Planning and specialist accreditations in Aged Care and Self-Managed Superannuation funds. Amanda has volunteered for many different roles and loves giving back to the financial planning profession. She enjoys public speaking on topics such as financial abuse and spreading financial literacy in schools. Financial Secrets Revealed:
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EP#11 From Financial Adviser to Financial Coach, Managing Your Brand
06/16/2022
EP#11 From Financial Adviser to Financial Coach, Managing Your Brand
Karen Eley from Women Talking Finance joins Jenny Pearse to discuss her pathway to becoming a Financial Coach. In this episode of Jenesis Gems: Financial Marketing Secrets Karen shares her investment in the process of becoming a financial coach, how she evolved and managed her brand and shifting perceptions. Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach and Financial Literacy campaigner. She is an experienced and former Financial Adviser who has worked in the financial services industry for 22 years. Karen now helps women who feel confused or overwhelmed with money matters to build financial competence and confidence through money coaching. Blog: Differences between a financial adviser and money coach -
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EP#10 The Entrepreneurial Adviser, what does it take in today’s marketplace
06/03/2022
EP#10 The Entrepreneurial Adviser, what does it take in today’s marketplace
Richard Dunkerley from The Limelight Department is a brand amplification strategist. Highly experienced at financial brand repositioning, value proposition development, and strategic communication support including content development and PR. Richard joins host Jenny Pearse to compare notes on his observations on what it takes to be an entrepreneurial financial adviser in today's marketplace. Listen in for what some of the key marketing fundamentals that make this style of adviser different.
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EP#09 Cyber Protection – Protecting your business, your reputation, your clients
04/21/2022
EP#09 Cyber Protection – Protecting your business, your reputation, your clients
From Financial Adviser, FinTech Nerd, Pod God Financial Services Consultant and small business owner, what's next for Fraser Jack? Having run a financial planning practice, working in and around the profession for over 20 years, including many years working with technology, Fraser understands the reasonable steps professionals need to take to protect client data. In this episode, Fraser joins Jenny Pearse to share his journey so far and what has led him to The Cyber Collective and why he is on a mission to make sure every client in Australia can trust their financial professionals. If you thought you knew all you needed to know about cyber protection for your business, then listen in because there are some discoveries that will make you think again.
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EP#08 Building a Business Brand for Your Ideal Client
04/12/2022
EP#08 Building a Business Brand for Your Ideal Client
With an eye on the style of clients that James Millard was determined to support, he set about creating a business that not only suited his ideal client but his lifestyle as well. James Millard from Sufficient Funds joins Jenny in this episode of Financial Marketing Secrets with Jenesis Gems. James shares his business progression to where he is today with Sufficient Funds as an entirely virtual business focused on their millennial niche, supported by strong systems and tech. Listen in for some great gems that you could apply in your financial advice business.
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EP#07 Website Development Gems
03/21/2022
EP#07 Website Development Gems
Josh Anthony is a software engineer and director at WPRunner.com, an Australian website support and maintenance business. Prior to that, he was the general manager at River City Labs, an Australian innovation lab. Josh chats with Jenny about the key elements to creating a great website and how it's critical for a financial adviser's website to create trust as part of their marketing strategy. He clarifies what the difference is between website development and website design and what you can do to take your website to the next level. Traction by Gabriel Weinberg - Building A Story Brand by Donald Miller - WP Runner -
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EP#06 Brand Building - From Financial Adviser to Keynote Speaker
03/07/2022
EP#06 Brand Building - From Financial Adviser to Keynote Speaker
Creating a marketing strategy from a financial adviser to a keynote speaker (and author). Peita Diamantidis has continuously shapeshifted her brand to encompass the many roles she undertakes. In this episode, Peita shares what advisers should be doing to tap into their voice and promote themselves as an influencer in their field.
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EP#05 Developing a Client Community
02/22/2022
EP#05 Developing a Client Community
Building a brand and business that people want and growing a client community has been at the core of Finnacle. Financial Advisers and Founders, Daniel and Prashant share some of the key areas they have focused on to establish and grow Finnacle. Understanding their client personas has helped them to niche their business and keep the clients engaged.
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EP#04 Email Marketing - Getting your Communications Right
02/08/2022
EP#04 Email Marketing - Getting your Communications Right
Email overwhelm is real but when you know how to make email work for you it can be an incredible tool in your marketing tool kit. In this episode, Naomi and Jenny go through the basics of using email as part of your engagement strategy. Plus, what you can do to keep your emails fresh for your readers.
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EP#03 - Marketing from the Licensees perspective with Lisa Gregory
01/26/2022
EP#03 - Marketing from the Licensees perspective with Lisa Gregory
Lisa Gregory, Marketing & Development Manager at Lifespan Financial, joins Jenny Pearse to take a deeper dive into how and what financial advisers should be tapping into with their dealer group. Lisa provides a unique perspective to marketing in the financial advice space. She is a passionate advocate for advisers, seeking to enable them to have quality conversations and connections with their clients. Working for over 20 years in a wide range of roles, including marketing, practice development, and advice innovation, Lisa has a great understanding of the challenges advisers face engaging and connecting with clients.
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EP#02 - Marketing Gems with Jenny Brown from JBS Financial
01/26/2022
EP#02 - Marketing Gems with Jenny Brown from JBS Financial
In this episode, Jenny Brown shares her career journey in financial advice and how important it has been to always have a focus on the role marketing plays in your business. We discuss the development of Jenny's personal brand and what she has planned for the future. Jenny Brown is the founder and CEO of JBS Financial with close to 30 years’ experience in financial planning and is a passionate, resilient leader. She views leadership as knowing what your team and your clients is going through and ensuring they have a voice; knowing that there is guidance available to them if they need it. She is passionate about helping people, sharing ideas and being there as a role model. Aside from her day-to-day role, she enjoys helping women in business, ensuring that they understand their financial situation and gain control of their financial future. She is a keen advocate for financial advice often being called upon to provide commentary in mainstream media and contribute to industry articles and events. It’s important to Jenny to give back to the financial advice profession so that other business owners and the next generation of advisers can also achieve great things if they want to.
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