12 | J'Neanne Theus | Breaking Barriers in Finance

Wealthy Advisor Mindset

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by J'Neanne Theus as she shares her remarkable journey from serving 21 years as a naval intelligence officer to becoming a pioneering female financial advisor. With a rich background that includes being a mother of four, a swim coach, and a former triathlete, J'Neanne discusses how her unique experiences prepared her for the male-dominated financial services industry. She discusses the importance of having a thick skin, understanding the male psyche, and not taking offense where none is intended. J'Neanne highlights the shift in the industry where more women are making their mark, although investing decisions still largely remain in the hands of men. She credits her upbringing in a large, male-centric family and her naval career for her ability to navigate and succeed in such environments.

J'Neanne emphasizes the power of mindset and resilience in overcoming fear and challenges, especially when venturing into the independent financial advisory space. She recounts her own fears and how she tackled them by embracing the philosophy of getting back up after failures and viewing obstacles as manageable rather than life-threatening. Through personal anecdotes, J'Neanne illustrates how asking questions and engaging in conversations has been crucial in her growth and in dealing with different personalities in the financial sector. She also touches on the significance of recognizing and adapting to the diverse needs and fears of clients, thereby fostering trust and establishing strong, genuine connections.

Towards the end of the conversation, J'Neanne and Nina discuss the importance of goal setting, both for individuals and business owners, to avoid being reactive to circumstances. They highlight how clarity, planning, and facing fears head-on can lead to a more controlled, stress-free, and enjoyable life and career. Theus shares personal reflections on contentment, the value of simple joys over extravagance, and the lesson that life's outcomes are largely shaped by our decisions. Her story serves as a powerful testament to the impact of determination, responsibility, and the courage to face and overcome one's fears, making her a compelling role model for aspiring financial advisors and professionals across various industries.

Enjoy!

What You'll Learn in This Episode:

• Overcoming intimidation and using humor and confidence to thrive in environments traditionally dominated by men.
• Facing fears, the necessity of resilience, and adopting a perspective that sees challenges as surmountable obstacles rather than threats.
• Strategies for winning clients' trust by being genuine, truthful, and understanding their unique needs.
• The significance of clear goal setting and strategic planning in personal and professional life.
• The lessons learned throughout J'Neanne's diverse career and life experiences, emphasizing the importance of making decisions, taking responsibility, and not succumbing to a victim mentality.
• Navigating the challenges of dealing with diverse personalities in the professional world, especially within the financial sector.
• The overlap between life coaching and financial advising, especially in helping clients navigate significant life changes like retirement planning.
• And much more...

Resources:

J'Neanne's LinkedIn

Theus Wealth Advisors