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 Financial Literacy campaigner. She is an experienced and former Financial Adviser who has worked in the financial services industry for 22 years. Karen now helps women who feel confused or overwhelmed with money matters to build financial competence and confidence through money coaching.

Blog: Differences between a financial adviser and money coach - https://www.womentalkingfinance.com.au/resources/what-is-the-difference-between-a-financial-adviser-and-a-money-coach

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. Listen in for what some of the key marketing fundamentals that make this style of adviser different.

https://www.hub24.com.au/wp-content/uploads/2022/04/How-advice-entrepreneurs-are-delivering-cost-effective-advice-to-more-Australians_FINAL.pdf

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 Jenny Pearse to share his journey so far and what has led him to The Cyber Collective and why he is on a mission to make sure every client in Australia can trust their financial professionals. If you thought you knew all you needed to know about cyber protection for your business, then listen in because there are some discoveries that will make you think again.

www.thecybercollective.com.au

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 business focused on their millennial niche, supported by strong systems and tech. Listen in for some great gems that you could apply in your financial advice business.

www.sufficientfunds.com.au

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 clarifies what the difference is between website development and website design and what you can do to take your website to the next level.

Traction by Gabriel Weinberg - https://www.amazon.com.au/Traction-Startup-Achieve-Explosive-Customer-ebook/dp/B00TY3ZOMS Building A Story Brand by Donald Miller - https://www.amazon.com.au/Building-StoryBrand-Clarify-Message-Customers-ebook/dp/B06XFJ2JGR/ref=sr_1_1?crid=2JMJ916RW4WZV&keywords=Story+Brand&qid=1647301105&s=digital-text&sprefix=story+brand%2Cdigital-text%2C252&sr=1-1 WP Runner - https://wprunner.com/?ref=13

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 clients. Working for over 20 years in a wide range of roles, including marketing, practice development, and advice innovation, Lisa has a great understanding of the challenges advisers face engaging and connecting with clients.

https://lifespanfp.com.au/

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, resilient leader. She views leadership as knowing what your team and your clients is going through and ensuring they have a voice; knowing that there is guidance available to them if they need it.

She is passionate about helping people, sharing ideas and being there as a role model. Aside from her day-to-day role, she enjoys helping women in business, ensuring that they understand their financial situation and gain control of their financial future.

She is a keen advocate for financial advice often being called upon to provide commentary in mainstream media and contribute to industry articles and events. It’s important to Jenny to give back to the financial advice profession so that other business owners and the next generation of advisers can also achieve great things if they want to.

www.jbsfinancial.com.au