Planner Pulse 006: Jenny Brown — Awards, systems, huge profitability gains, team culture and social media

Today I’m joined by Jenny Brown who is a business owner, financial planner and the 2013 AFA Adviser of the Year. Jenny operates JBS Financial Strategists in Melbourne, Victoria.

Listen and learn

In this episode you'll discover:

  • How Jenny used the practice benchmarking and client engagement results from her 2012 tilt at the AFA Adviser of the Year award, to focus on and improve specific areas of the business, and which led to her winning in 2013 (and she also got a healthier business and even better engagement with clients)

  • What Jenny and the team did to simplify and systemise their business and client processes, and how that contributed to a two and half times boost to their profitability

  • How Jenny builds a fun and very team oriented culture, with a strong focus on continual improvement

  • How JBS use social media to build stronger relationships with existing clients, and attract the right kind of new clients

Change is exciting. Change gives you opportunities.
— Jenny Brown

People on this episode

Mentioned on this episode

  • The JBS team (and an insight into their nerfgun and foosball skills)