Melody Edwards on Purpose, Advocacy & Holistic Advice

Melody Edwards on Purpose, Advocacy & Holistic Advice

We're back with Jenesis Gems, and Jenny is joined by Melody Edwards, Senior Financial Adviser at Evalesco Financial Services, NSW State Chair of Inspire, and someone I've had the pleasure of knowing since our early days in the Inspire community, so this conversation felt like a bit of a reunion. It was such a joy to reflect on Melody's journey and see just how far she has come, both in her advice career and as a leader within the profession. Through the lens of Then. Now. Next., Melody shares the story behind her path into financial advice, including the degree she completed before entering the profession (you may be surprised!), and even takes us back to what her very first client appointment was like. We also explore the values and experiences that have shaped her holistic approach to advice, her passion for behavioural finance and aged care, and why supporting more women into advice remains close to her heart. Warm, thoughtful and full of perspective, this is a conversation about building a career with purpose and staying true to what matters most along the way. 🎧 Tune in and enjoy the conversation. https://evalesco.com.au/

Adam McCann on Leadership, Legacy & What's Next

In this episode of Jenesis Gems, Jenny is joined by Adam McCann, Managing Director of Bartons, for a thoughtful, wide-ranging and genuinely engaging conversation about leadership, growth, and the journey behind both. Through the lens of Then. Now. Next., Adam reflects on his early days in financial advice, the lessons that shaped his approach to leadership, and what it was like building the financial services capability within Bartons before stepping into the Managing Director role. We also dive into Adam's long-standing involvement with MDRT, the many volunteer roles he has taken on over the years, and how that global community has helped shape his perspective as both an adviser and a leader. Looking ahead, Adam shares what's next for Bartons, his thoughts on the future of integrated advice, and the passion projects and personal ambitions still driving him beyond the boardroom. Insightful, reflective, and full of perspective, this is a conversation about leadership, contribution, and continuing to evolve, both professionally and personally. 🎧 Tune in and enjoy the conversation. Learn more about MDRT: https://www.mdrt.org/join

#34 A Full Circle Moment | Then. Now. Next. with Jenny Brown

This one feels a little bit special… and a full-circle moment. In this episode of Jenesis Gems, Jenny is joined once again by Jenny Brown, CEO of JBS Financial Strategists, who was the very first guest on the podcast when it launched over four years ago! Now she's back in the guest seat for a lively, engaging (and yes, fun!) conversation as we explore her journey through the lens of Then. Now. Next. We head back to the early days of JBS Financial, the vision behind the business, and what first sparked Jenny's passion for financial advice. There are plenty of great reflections, and a few laughs, as we revisit the moments that have shaped both her career and the business. In the Now, Jenny shares some exciting updates within JBS and how the business has evolved with even greater clarity, particularly post-COVID. We also dive into her book, Retirement: The Great Escape, and the role it has played in shaping both her message and the JBS brand. And in the Next, Jenny shares what's ahead, her thinking around reimagining retirement, the future of advice, and the big plans she's excited to bring to life. This conversation is full of energy, perspective, and genuine passion for the profession. 🎧 Tune in, you won't want to miss this one. Learn more about Jenny's book, Retirement: The Great Escape Plan here https://jbsfinancial.com.au/the-great-escape-plan/ [https://jbsfinancial.com.au/the-great-escape-plan/] Or jump on and listen to the recently launched podcast here: https://bit.ly/48yZqlP [https://bit.ly/48yZqlP]

#33 Then. Now. Next. with Sam Perera

In Episode 33 of Jenesis Gems, Jenny Pearse is joined by Sam Perera, Co-Founder of Perera Crowther Financial Services, for a thoughtful and forward-looking conversation about leadership, advocacy, and the evolution of financial advice. Through the lens of Then. Now. Next., Sam reflects on what first drew him into the profession, how Perera Crowther was built, and the early lessons that shaped his approach to business. Along the way, there are plenty of light-hearted moments as Jenny and Sam reflect on past experiences. Sam shares how the firm has grown into a trusted name in life insurance advice for professionals and what it truly means to be "the safest set of hands" for clients navigating risk. The conversation moves beyond business operations to Sam's broader influence on the profession. Jenny and Sam explore marketing and leadership, how brand visibility has evolved, why messaging matters, and whether marketing should sit firmly as a leadership responsibility within advice firms. Looking ahead, Sam shares his perspective on the future of life insurance advice, the opportunities for the next generation of advisers, and the change he hopes to see across the profession. As always, we close with a pivotal reflection the moment that shifted the trajectory of Sam's journey from Then to Now. This episode is packed with insight, perspective, a few laughs, and a genuine commitment to the future of advice. 🎧 Tune in and be part of the conversation shaping what comes next.

#32 Flipping the Mic: Then. Now. Next.

In this special episode of Jenesis Gems, we're flipping the mic, and it's a family affair! 🎙️ Hayley Pearse steps into the host seat to interview her mum, Jenny Pearse, as they kick off a brand-new series inspired by 20 years of Jenesis. Together, they pull back the curtain on the journey behind the business, how Jenesis began, the realities of marketing in the early days of financial advice, and the moments that shaped its evolution. From honest reflections and industry shifts to laughter and "what have I gotten myself into?" moments, this conversation is both heartfelt and insightful. Through the lens of Then. Now. Next., Jenny shares what's changed in the profession, what marketing with purpose truly means today, and what excites her most about the future for Jenesis, for advisers, and for this next chapter of the podcast. It's warm. It's reflective. It's a little bit nostalgic, and it sets the scene beautifully for the season ahead. What was the pivotal moment that shaped your professional journey?