Episode #20

Join in for an inspiring conversation with Dawn Thomas, the "forever financial adviser" and advocate for positive outcomes; unveils the secrets behind her unique personal brand and shares her path to authenticity. Discover the significance of authenticity and how to find your voice in an ever-evolving world. We delve into insights on personal branding, audience development, and the transformative power of trial and error. Tune in to this episode for Dawn's remarkable journey and gain valuable tips on creating your own style of impact

Episode #19

Join us as Phil Thompson, Director and Financial Adviser at Skye Wealth, discusses his transition from holistic financial advice to becoming a dedicated risk advice business. Phil's journey over the past decade has led him to focus exclusively on insurance advice, and he shares his motivations and experiences in building and growing his specialised practice. By honing in on one area, Phil has perfected his craft and offers valuable insights for those considering a similar path. As the demand for risk advisers continues to rise, this episode provides key tips for exploring this style of advice in your business. Ready to take the leap into risk advice? Don't miss out—listen now!

Episode #18

Financial advice has the power to transform lives, especially during difficult health situations. Join Nicola Beswick, Financial Adviser and Chair of the Pro-bono Advice Network (PFAN), as she discusses the role of PFAN and how you can get involved. Learn about the skills needed to provide pro-bono advice and make a meaningful impact. Nicola empowers people to achieve a financially certain future, and PFAN plays a crucial role in supporting those facing health crises. Don't miss this opportunity to make a difference—listen now!

Episode #17

Discover the growing demand for aged care advice with Louise Biti, Co-founder and Director of Aged Care Steps, and a recognised expert in the field with over 25 years of experience. Louise and Jenny explore the changing landscape of aged care advice and the crucial steps for financial advisers looking to expand into this area. Gain insights into pricing your services and demonstrating your value. As demand for aged care advice soars, learn why and how you can become an aged care specialist too. Don't miss this opportunity to level up your expertise—listen now!

Episode #16

In this episode, Michelle Bowes, a seasoned business and finance journalist, joins Jenny to explore the power of words in your marketing. Discover how to make financial content engaging and the benefits of outsourcing to a copywriter and journalist. If you're eager to start writing yourself, listen in for valuable tips, like beginning with the end in mind and understanding your audience. Michelle has also released her book, "Money Queens: Rule your Money," a guide for teenage girls. Ready to enhance your marketing and writing skills? Tune in now and take action to level up your content! Don't miss out—listen today!

Episode #15

Join us for an enlightening episode of Jenesis Gems with Sonja van Niekerk, the founder of Click Click Design and an advertising veteran with over 20 years of experience. Sonja shares her unique perspective on graphic design's role in marketing, focusing on brand identity creation for financial advisers and accountants. Discover trends, tips, and pitfalls in brand development. Listen now to supercharge your brand strategy! Take action today!

Episode #14

Join us for a conversation with Anne Graham, an award-winning Financial Planner with 30+ years of experience and CEO of Story Wealth Management. In episode 14, Anne shares the story behind Story Wealth Management's brand evolution and why they chose their name. If you're considering rebranding or building a strong brand story, this episode is a must-listen. Tune in now and shape your brand for success! Listen today!

Episode #13

Join us for an inspiring conversation with Tim Henry, financial adviser, and owner of Aspire Planning. Tim is changing the game in financial advice, focusing on helping clients develop a Life Vision supported by a Financial Plan. In this episode, he shares his journey, why he dropped "financial" from his business name, and the importance of authenticity. Tim and Jenny also discuss "The Grass is Greener" podcast, designed to tackle daily challenges, clarify goals, and provide financial tips. As a fellow podcaster, Tim highlights the benefits of podcasting and targeting ideal clients. Tune in now and start taking action!

Episode #12

Join Amanda Cassar, founder of Wealth Planning Partners, in a conversation with host Jenny Pearse. Amanda shares her journey as a financial adviser and business owner, discussing transitions, brand building, and the importance of networking and collaboration. With her expertise and passion for giving back to the financial planning profession, Amanda provides valuable insights. Tune in to elevate your financial success. Listen now!

Episode #11

Join Karen Eley, CEO and Founder of Women Talking Finance, as she discusses her path to become a Financial Coach with host Jenny Pearse on Jenesis Gems. Discover Karen's brand evolution and insights into changing perceptions. With 22 years of experience in the financial industry, Karen helps women gain financial competence and confidence through money coaching. Tune in and start your journey to financial empowerment today!