Nov 18, 2024
In Episode 28 of the Jenesis Gems Podcast, Jenny welcomes Craig Banning from Navwealth Financial Group for an insightful discussion on "Innovating Financial Advisory: People, Technology, and AI in Today's Landscape." Craig dives into the Navwealth approach, sharing how their integrated model of financial advice is...
Jul 31, 2024
Join Jenny on Episode 27 of the Jenesis Gems Podcast as she welcomes Dave Power from Power Creative. 🎥 Established in 2001, Power Creative produces impactful video content for brands and businesses worldwide. Dave's passion for creating videos that deliver powerful messages and strong connections remains as...
May 2, 2024
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...
Apr 4, 2024
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...
Mar 14, 2024
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...