#22 Being a family business

Join host Jenny Pearse in a heartwarming episode of Jenesis Gems as she sits down with the dynamic family trio - Terry, Ben, and Mia Johnson from Keyman Financial Services. Discover the incredible journey of this family-owned and operated financial advisory firm specialising in risk insurance. Founded in 2009 by Terry Johnson, Keyman Financial Services has become a trusted name, serving nearly 800 clients from diverse backgrounds. In 2017, Terry's children, Mia & Benjamin, joined the family business, each completing their Graduate Diplomas in Financial Planning. In this episode, Ben and Mia open up about their individual paths to financial advice and their experiences working together in the family business. They share the lightbulb moments that led them to realise that this was their true career path. Terry reflects on the pride he feels watching his children evolve, discover their niche, and meet professional standards through shared studies. The family's success is attributed to mutual support, well-defined processes, and open communication. Terry emphasises the importance of leaving pride at the door and treating everyone as equals. This approach has created an environment where everyone learns and grows together. Listen in as Mia and Ben discuss how they've unintentionally adopted Terry's style in soft skills and storytelling with clients. Their skill development is grounded in lived client experiences, shaping their unique specialisations. Keyman Financial Services goes beyond traditional financial advising. Mia's drive led to the creation of Keyman Claims, an addition that adds value to clients and supports pro bono work. Meanwhile, Ben is spearheading Keyman Wealth, an up-and-coming venture, with Keyman Legacy on the horizon for the future. Tune in to this inspiring episode of Jenesis Gems to witness the power of family, shared values, and the entrepreneurial spirit that propels Keyman Financial Services to new heights. https://kfs.net.au/