Episode #30

Check out episode 30 of the Jenesis Gems Podcast. Jenny Pearse welcomes Nattalia Smith, Financial Adviser and Founder of TruWealth Advice, for an insightful conversation on building a financial advice business that truly empowers women. Nattalia shares her journey into financial advice and how TruWealth has evolved to focus on supporting successful women. She discusses the core values that drive her business, the role of marketing and money coaching in creating meaningful client relationships, and how she has built a brand that connects with her ideal audience. 🎯📢

Episode #29

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, Hayley leads an insightful and personal conversation. Together, they explore Jenny's path in financial services marketing, the lessons 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! 🎧✨

Episode #28

In Episode 28 of the Jenesis Gems Podcast, Jenny sits down with Craig Banning from Navwealth Financial Group to explore "Innovating Financial Advisory: People, Technology, and AI in Today's Landscape. Packed with valuable insights, this episode highlights the balance between innovation and authenticity. Craig shares insights on balancing technology and AI with human connection, offering practical advice for navigating today's advisory landscape. Tune in for valuable tips and Craig's hidden gem advice for aspiring advisors!

Episode #27

Join Jenny on Episode 27 of the Jenesis Gems Podcast as she chats with Dave Power from Power Creative. In this episode, Jenny and Dave explore 'The Power of Visuals & Leveraging Video in Marketing,' discussing essential elements of great video content and the 3 "T's" - Team, Tools, and Technical. Dave shares insights into current video trends, the importance of innovation, common mistakes to avoid, and key tips for creating effective video content. Don't miss this great conversation packed with practical advice and industry expertise!

Episode #26

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 chats with Jenny about understanding the balancing act of managing online clients with face-to-face engagement. Tune in now to discover more!

Episode #25

Explore episode 25 with 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 the expectations she set. 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. Tune in now to listen and empower your journey in the world of financial advice!

Episode #24

Join Jenny on Episode 24 of the Jenesis Gems Podcast as she welcomes Corey Wastle, CEO of Verse Wealth, a leading financial advisory firm in Australia. Explore how Corey's strategic focus on team culture, client experience, and marketing has propelled Verse Wealth to success. Discover how Verse Wealth integrates core values into their daily operations, empowering every team member to contribute to the company's culture. Don't miss out on this insightful discussion about building a thriving business with a strong foundation in culture, client-centric practices, and effective marketing strategies.

Episode #23

Discover a crucial yet often overlooked topic as Jenny hosts Michelle Hoskins from Standards International in London. Michelle sheds light on financial abuse, its global prevalence, and the role financial advisers can play in supporting clients facing economic harm.

Learn about the creation of the Financial Abuse Specialist Certification, a collaborative effort between Michelle and Australian Financial Adviser Amanda Cassar. Gain insights into obtaining certification and identifying key red flags plus you can access Michelle's useful resources. Tune in for invaluable guidance and essential discussions.

Trigger warning: This episode addresses sensitive content related to financial abuse, offering support and resources for financial advisers navigating this challenging issue.

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.

Episode #22

Join us for a heartwarming episode with Terry, Ben, and Mia Johnson from Keyman Financial Services. Discover their family-owned financial advisory business specialising in risk insurance, founded by Terry Johnson in 2009. In this episode, Ben and Mia share their unique paths to financial advice, reflecting on lightbulb moments that shaped their careers. Terry discusses the pride of watching his children evolve professionally. Listen as Mia and Ben unintentionally adopt Terry's soft skills and storytelling style, grounded in lived client experiences. Tune in to this inspiring episode of Jenesis Gems.

Episode #21

Entrepreneurial Futurist, accomplished author, and all-around great guy! Join us for an enlightening discussion that explores embracing change, finding your unique value, and confronting the challenges of small business. Andrew unveils the secrets behind his latest book, "Someone Has to Be the Most Expensive, Why Not Make It You." Listen for a conversation filled with wisdom and advice applicable to businesses of all sizes!