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 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!