The Jenesis Gems Podcast Jenny Pearse

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!
www.wealtheon.com.au

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!

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.
https://www.versewealth.com.au/
 

Join Jenny on the Jenesis Gem Podcast as she welcomes Michelle Hoskins from Standards International 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 www.jenesis.net.au) or head to the www.cwes.org.au 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, head here. 
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.
 

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.
https://kfs.net.au/

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.
https://www.andrewgriffiths.com.au/