Jenesis Gems Podcast
Join host Jenny Pearse and her guests on Jenesis Gems: Financial Marketing Secrets.
Whether you’re seeking marketing inspiration, need to reignite your marketing mojo,
or expert guidance, you’re in the right place.
Episode #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 chats with Jenny about understanding the balancing act of managing online clients with face-to-face engagement. Tune in now to discover more!
Episode #05
Developing a Client Community
Discover the secrets of building a sought-after brand and a thriving client community with Financial Advisers and Founders, Daniel and Prashant, from Finnacle. Gain insights into their strategies for success as they discuss their journey. Learn how understanding client personas has been instrumental in niching their business and fostering engagement. Ready to take your brand and business to the next level? Tune in now and start implementing these proven strategies!
Episode #04
Email Marketing – Getting your Communications Right
Tired of email overwhelm? Discover how to harness the power of email marketing in this episode with Naomi and Jenny. They delve into the fundamentals of leveraging email as a key element in your engagement strategy. Learn how to keep your emails fresh and engaging for your readers. Don't miss out on this valuable insight—tune in now and supercharge your email marketing efforts!
Episode #03
Marketing from the Licensee Perspective
Join Jenny Pearse and Lisa Gregory, Marketing & Development Manager at Lifespan Financial, for an insightful discussion on what financial advisers should tap into with their dealer group. With over 20 years of experience in marketing, practice development, and advice innovation, Lisa offers a unique perspective on enhancing client engagement and connections for advisers. This episode makes for great listening, with two marketers sharing ideas. Don't miss this valuable conversation!
Episode #02
Episode 02: Marketing Gems with Jenny Brown
Join us as Jenny Brown, CEO of JBS Financial, shares her 30-year career journey in financial advice. Discover the pivotal role marketing plays in her business and get insights into her personal brand development and future plans. Jenny's leadership philosophy emphasizes understanding and supporting her team and clients, ensuring they have a voice and access to guidance.
Learn how Jenny’s leadership philosophy can benefit your own journey. Don't miss out—listen in today!
Episode #01
Welcome to Financial Marketing Secrets with Jenesis Gems!
Join host Jenny Pears as she unravels the mysteries of successful marketing for financial advisers and accountants. Learn from experts and discover the secrets to making your business shine in today's competitive market.
Listen in as Jenny and her guests showcase the how-to and who can help and provide you with loads of real-life experiences, tips and gems.