#26 Balancing Act: Regional and Metro Advising

Join Jenny on the latest episode of the Jenesis Gems podcast as she welcomes Kris Meuwissen from Wealtheon Financial Services. Kris takes us on his journey in financial advice, from an early entry point to a sea change and eventually a tree change. In this episode, Jenny and Kris delve into the intricacies of creating a regionally based financial advice business designed around lifestyle yet servicing clients across various locations. Kris shares his challenges and the methods he employed to build relationships and a successful business during Wealtheon's first 5 years. Kris chats with Jenny about understanding the balancing act of managing online clients with face-to-face engagement. He shares why, along with his wife and business partner, Lauren, their focus is on prioritising life over work and money. Kris’s innovative approach to financial advice is packed with valuable insights and gems. Tune in now to discover more! www.wealtheon.com.au