6 Dos and Don'ts when setting up a clients SMSF
Jen has hit the news again folks, recently speaking with Commsec about Self-Managed Super Funds (SMSF's).
With SMSF's becoming more and more popular, advisers need to be aware of the Dos and Don'ts when setting up SMSF's for clients.
To read the full article click here
The Wall Street Journal Publication
Jenny was recently interviewed by The Wall Street Journal about Australian Investors. The article talks about the boom years when Australian's benefited from home grown stocks, however now they are looking at the overseas market.
You can read the full article here, starting on page 2 and continues page 6.
AFA Announces New Directors
The AFA recently approved and announced their new board of directors during the Annual General Meeting. Exciting news for JBS as Jenny Brown will become the new AFA Vice President.
To read more click here
Scoring a Goal for the Future
Jenny's covering story in the latest issue of Financial Standard Advice, talks about how the JBS team help a particular client structure their investments and set themselves up for their future retirement. To read the full article click here.
Six Pence Media Blog
Jenny talked with Susie Munro from Six Pence Media about awards, systems, huge profitability gains, team culture and social media. In their interview, Jenny opens up about how she 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). She also talks about how to build a fun and very team oriented culture, with a strong focus on continual improvement.
Listen to her blog podcast here
As part of the Financial Review's Smart Investor section, Jenny contributed to the article 'Is it time to sack your financial adviser?'. Jenny was interviewed by Financial Review’s Jackie Pearson about the Future of Financial Advice (FoFA). She shows her passion for the industry and her drive to improve professionalism in the financial planning industry. Jenny covers the best way to tell whether you have a professional adviser who is prepared to act in your best. To read the entire article Click here.
Jenny was also interviewed for the Financial Review article - How borrowing can grow your savings, where Jenny focuses on SMSFs and their borrowing capabilities. The article written by Alexandra Cain focused on the risks and benefits of borrowing within a SMSF particularly for the younger generation. Read the full article here.
The Dunn Thing Podcast
A podcast with Jenny and Aaron Dunn from The Dunn Thing on client engagement to build a SMSF client base. In it, Jenny talks about how using social media has allowed our clients feel more connected to us, which improves accessability, trust and ultimately referrals.
Listen to the podcast here