Jennifer Rayner - Integrating Emotions into Finance

Step into the Pivot

What if your financial advisor could understand your emotions as well as your accounts? Join us on Step Into the Pivot as we host Jennifer Rayner, a financial advisor turned fintech innovator, who shares her incredible journey through the financial services industry. From caring for her mother with dementia to making the bold decision to purchase an independent RIA firm, Jennifer opens up about the challenges that led her to reevaluate her career and personal identity during the onset of COVID-19. She reveals how these experiences shaped her focus on the emotional aspects of financial planning.
Discover how my own path from being a supportive mother, wife, and executive assistant led me to become a founder. I talk about feeling undervalued in those roles and how defining and owning my unique strengths helped me find success. We explore the importance of emotions in driving behavior, backed by scientific research, and how letting go of past dreams can open doors to new opportunities. This episode is rich with stories of industry transitions and personal growth, underscoring the necessity of aligning your work with your passions.
Finally, learn about the birth of MoneyWell and the significant personal and professional challenges that influenced its creation. We discuss the power of innovative engagement methods like texting and the motivational force of everyday financial struggles. Jennifer's near-death experience and subsequent ADHD diagnosis add layers of empathy and practical solutions to her approach to financial wellness. Stay tuned until the end for a teaser about Jennifer's near-death experience, promising even more intriguing discussions in future episodes.

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/

Capitole

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

2. Financial Industry Pivot to Address Emotions (00:00:25)

3. Navigating Industry Transitions and Personal Growth (00:09:16)

4. Finding Motivation in Personal Transitions (00:15:03)

5. Impending Discussion on Near Death Experience (00:28:15)