Jennifer Rayner: Integrating Emotions into Finance

Step into the Pivot

Ever wondered how personal trials can reshape a professional journey? Join us as Jennifer Rayner, an inspiring figure in the financial services industry, opens up about her 25-year career and the life-altering events that propelled her toward a new passion. From purchasing an independent RIA firm to facing profound personal losses and career doubts around the time of COVID-19, Jennifer's story is one of resilience and self-discovery. She shares how these experiences led her to shift from a traditional financial advisor role to focusing on the emotional and mental health aspects of money, filling a crucial gap in the industry.
Transitioning from an executive assistant to founding a business might seem daunting, but it’s a journey filled with valuable lessons and personal growth. I recount my own experiences of feeling undervalued in previous roles, which spurred me to assert my worth and expertise. By embracing a unique approach and leveraging scientific research on emotions and behavior, I found my niche in the financial industry. Teresa also shares insights on how doing what you do well can lead to significant impact, even if you "fall into" the industry by chance.
Balancing the responsibilities of running an RIA firm with new ventures brings its own set of challenges and rewards. Jennifer discusses her innovative financial wellness platform, MoneyWell, and how personal experiences such as a near-death encounter and the discovery of ADHD and dyslexia influenced her approach. Her story underlines the importance of passion and resilience, especially as she continues to make an impact beyond the age of 50. Tune in to appreciate Jennifer’s enthusiasm and stay tuned for a future episode where she will share her near-death experience in detail.

Connect with Theresa and Ivana:

Websites:

Theresa, True Strategy Consultants: https://tsc-consultants.com/

Ivana, Courageous Being: https://www.courageousbeing.com/

Instagram:

Ivana: https://www.instagram.com/courbeing/

Theresa: https://www.instagram.com/tscconsultants/

LinkedIn:

Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/

Theresa: https://www.linkedin.com/in/tree-conti/

Ivana: https://www.linkedin.com/in/ivipol/

Chapters

1. Jennifer Rayner: Integrating Emotions into Finance (00:00:00)

2. Emotional Money (00:00:25)

3. Confidence in Industry Transition (00:09:10)

4. Motivation and Inspiration in Entrepreneurship (00:14:21)

5. Passion and Appreciation (00:27:54)