The Jenesis Gems Podcast

Karen Eley from Women Talking Finance joins Jenny Pearse to discuss her pathway to becoming a Financial Coach. In this episode of Jenesis Gems: Financial Marketing Secrets Karen shares her investment in the process of becoming a financial coach, how she evolved and managed her brand and shifting perceptions. Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach and Fina...

Richard Dunkerley from The Limelight Department is a brand amplification strategist. Highly experienced at financial brand repositioning, value proposition development, and strategic communication support including content development and PR. Richard joins host Jenny Pearse to compare notes on his observations on what it takes to be an entrepreneurial financial adviser in today's marketplace. List...

From Financial Adviser, FinTech Nerd, Pod God Financial Services Consultant and small business owner, what's next for Fraser Jack? Having run a financial planning practice, working in and around the profession for over 20 years, including many years working with technology, Fraser understands the reasonable steps professionals need to take to protect client data. In this episode, Fraser joins Jenn...

With an eye on the style of clients that James Millard was determined to support, he set about creating a business that not only suited his ideal client but his lifestyle as well. James Millard from Sufficient Funds joins Jenny in this episode of Financial Marketing Secrets with Jenesis Gems. James shares his business progression to where he is today with Sufficient Funds as an entirely virtual bu...

Josh Anthony is a software engineer and director at WPRunner.com, an Australian website support and maintenance business. Prior to that, he was the general manager at River City Labs, an Australian innovation lab. Josh chats with Jenny about the key elements to creating a great website and how it's critical for a financial adviser's website to create trust as part of their marketing strategy. He c...

Creating a marketing strategy from a financial adviser to a keynote speaker (and author). Peita Diamantidis has continuously shapeshifted her brand to encompass the many roles she undertakes. In this episode, Peita shares what advisers should be doing to tap into their voice and promote themselves as an influencer in their field. https://solo.to/peitamd

Building a brand and business that people want and growing a client community has been at the core of Finnacle. Financial Advisers and Founders, Daniel and Prashant share some of the key areas they have focused on to establish and grow Finnacle. Understanding their client personas has helped them to niche their business and keep the clients engaged. https://www.finnacle.com.au/  

Email overwhelm is real but when you know how to make email work for you it can be an incredible tool in your marketing tool kit. In this episode, Naomi and Jenny go through the basics of using email as part of your engagement strategy. Plus, what you can do to keep your emails fresh for your readers. https://implementedportfolios.com.au/

Lisa Gregory, Marketing & Development Manager at Lifespan Financial, joins Jenny Pearse to take a deeper dive into how and what financial advisers should be tapping into with their dealer group. Lisa provides a unique perspective to marketing in the financial advice space. She is a passionate advocate for advisers, seeking to enable them to have quality conversations and connections with their cli...

In this episode, Jenny Brown shares her career journey in financial advice and how important it has been to always have a focus on the role marketing plays in your business. We discuss the development of Jenny's personal brand and what she has planned for the future.   Jenny Brown is the founder and CEO of JBS Financial with close to 30 years' experience in financial planning and is a passionate,...

As a financial adviser or accountant, it's really common for you to want to successfully market your business and grow your brand. The problem is that it's not always easy balancing the time, energy and commitment to staying informed and getting your marketing right. This can be frustrating and it often makes you feel like you don't know where to start, your message isn't getting attention and you...