Building a Service Business for Financial Advisers

14 Apr 2025 • 59 min • EN
59 min
00:00
59:36
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In this upbeat episode of the Jenesis Gems Podcast, Jenny Pearse is joined by Clinton Weekes, CEO of Contract Paraplanning Services (CPS), for a dynamic and insightful chat about what it really takes to build a thriving service business that supports financial advisers across Australia. 💼✨ Clinton shares his journey to business ownership and how his experience across multiple facets of the industry—from client-facing advisory roles to the operational expertise of paraplanning—has shaped his approach to leading CPS. With a strong focus on innovation, clear communication, and consistently bringing value to the advisers they support, Clinton offers real insight into the mindset and strategy behind a purpose-led service business. 🔧🤝 Jenny and Clinton also explore the role of authentic marketing, particularly on LinkedIn, and why showing up with your story and values is essential for building trust and connection in today’s business environment. 📣💬 Whether you're in advice, run a support business, or just love hearing how great service businesses are built—this episode is packed with practical gems, fresh thinking, and plenty of inspiration. 🎧 Don’t miss it—tune in now and get ready for a great conversation full of insight and impact!

From "The Jenesis Gems Podcast"

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