LTMA Launch Pad Session 14: Session 14: Panel Discussion - O.K. Boomers

“What does 2020’s Financial Advice look like for your O.K. Boomer clients?”

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This is a recording of LTMA Launch Pad Session 14: Panel Discussion on “What does 2020’s Financial Advice look like for O.K. Boomer clients?”

In this Panel Discussion brought to you by Jenesis Consulting, we’re bringing you some of the best in the business, when it comes to understanding exactly what “O.K Boomer” clients need (and want) from a Financial Advice relationship.

Jenny Pearse, will ask the panellists questions relating to all aspects of what is required to deliver a fantastic advice experience for clients in this lifestage. Including:

  • What ‘Advice’ looks like for these clients
  • The types of services or solutions they use to deliver that advice
  • Where they go to attract these types of clients
  • Where they’d suggest was the best place to start, for an LTMA Launch Pad Project, focussed on this type of client

Panel moderated by: Jenny Pearse (Jenesis) w/ guests Martin McGrath (Financial Edge), Anne Graham (Story Wealth) & James Wortley (Enlightened Financial Solutions)

CPD Allocation – 0.75 Hours Client Care & Practice | 0.75 Hours Skills (ASIC)


Your Instructor


O.K. Boomers Panel
O.K. Boomers Panel

Panel moderated by: Jenny Pearse (Jenesis) w/ guests Martin McGrath (Financial Edge), Anne Graham (Story Wealth) & James Wortley (Enlightened Financial Solutions)


Course Curriculum


  Session 14: Panel Discussion on “What does 2020’s Financial Advice look like for O.K. Boomer clients?”
Available in days
days after you enroll

Frequently Asked Questions


When does the on demand Session start and finish?
The on demand session starts now and never ends! It is a completely self-paced online replay - you decide when you start and when you finish.
How long do I have access to the on demand session?
How does lifetime access sound? After enrolling, you have unlimited access to this on demand session for as long as you like - across any and all devices you own.
Will I get CPD points for this on demand session?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + complete 100% of the "Course" including all LECTURES to qualify... the good news is when you complete the "Course" you will get your CPD certificate sent to you automatically. NB - CPD points only apply currently to Australian Financial Advisers

If you liked this session be sure to check out and 'enrol' in any of our other LTMA Launch Pad sessions as well.

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