Jenesis Gems Podcast
Join host Jenny Pearse and her guests on the Jenesis Gems Podcast.
Whether you’re seeking marketing inspiration, need to reignite your marketing mojo,
or expert guidance, you’re in the right place.
Episode #31
Building a Service Business for Financial Advisers
This is the Jenesis Gems episode you've been waiting for! 🙌 Jenny Pearse has a broad and engaging chat with Clinton Weekes, CEO of Contract Paraplanning Services, about what it really takes to build a standout service business in the advice industry. Clinton shares how his journey-from adviser to business owner-shapes how he leads with purpose, supports financial advisers, and keeps innovation and communication at the heart of everything he does. 💡
If you're ready for practical insights, fresh thinking, and a few marketing gems 💬 along the way, hit play-you won't want to miss it! 🎙️
Episode #10
The Entrepreneurial Adviser, what does it take in today’s marketplace
Join us for an insightful conversation with Richard Dunkerley, a brand amplification strategist from The Limelight Department. Richard specializes in financial brand repositioning, value proposition development, and strategic communication. In this episode, he sits down with host Jenny Pearse to discuss the entrepreneurial spirit of financial advisers in today's marketplace. Tune in to discover the key marketing fundamentals that set these advisers apart. Ready to elevate your financial advisory game? Listen now!
Episode #09
Cyber Protection – Protecting your business, your reputation, your clients
Explore the remarkable journey of Fraser Jack, a Financial Adviser, FinTech Nerd, Financial Services Consultant, and small business owner, in this episode. Join him as he discusses his extensive experience in the financial planning profession and his passion for protecting client data. Fraser shares insights into his mission with The Cyber Collective to build trust in Australian financial professionals. Think you know everything about cyber protection for your business? Think again! Tune in now to uncover eye-opening discoveries.
Episode #08
Building a Business Brand for Your Ideal Client
Discover the journey of James Millard, founder of Sufficient Funds, in this episode of Financial Marketing Secrets with Jenesis Gems. James has tailored his business to align with his ideal clients and lifestyle. Tune in as he discusses how Sufficient Funds has evolved into a fully virtual business catering to millennials, empowered by robust systems and technology. Don't miss out on these valuable insights! Listen in now and start applying these gems to elevate your financial advice business.
Episode #07
Website Development Gems
Get ready to level up your website game with Josh Anthony, a software engineer and director at WPRunner.com. Join Jenny as Josh unveils the essential components of crafting a stellar website. Discover why trust is paramount in a financial adviser's marketing strategy. Plus, gain clarity on the distinctions between website development and website design. Want to elevate your website? Tune in now and start taking your online presence to the next level!
Episode #06
rand Building – From Financial Adviser to Keynote Speaker
Unlock the secrets of transforming your brand from financial adviser to keynote speaker and author with Peita Diamantidis. Learn how she has successfully shaped her brand to encompass various roles. In this episode, Peita shares invaluable insights on how advisers can tap into their unique voice and position themselves as influencers in their field. Ready to make your mark? Tune in now and start your journey towards becoming an industry influencer!
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.