We’re excited to introduce you to the always interesting and insightful Paul Jervey. We hope you’ll enjoy our conversation with Paul below.
Hi Paul, thanks for joining us today. Let’s kick things off with your mission – what is it and what’s the story behind why it’s your mission?
My mission is to spread the message of financial literacy with a Biblical backing to as many people who will recieve it. The reason why this is important to me is because i am a CERTIFIED FINANCIAL PLANNER™ , and my journey to get become that. I grew up having a true rich dad poor dad experience and my wife and i have a true rags to riches story. It wasn’t until i learned the priniciples within God’s Word that changed things around for my business, my income, and my wealth. From that, i am on a mission to correct the incorrect and/or complete the incomplete financial information that people have recieved that is keeping them in bondage. I want to remove the stigma, shame, ignorance, and indifference around money and stewardship so we as Christine’s create wealth for ourself and for generations to come.
Paul, love having you share your insights with us. Before we ask you more questions, maybe you can take a moment to introduce yourself to our readers who might have missed our earlier conversations?
I got into the finance industry because a college professor who saw something in me. That started in 2007. I now own to companies. Jervey Genesis Solutions, LLC where we solve financial problems for our clients by providing them with creative financial solutions for every season of their life as Fiduciaries. Our primary service area’s are Financial Planning, Investment Management, Wealth Management and Business Planning. Exonomics, LLC is my Financial Literacy Company where we enroll individuals into our biblical financial literacy course that takes them on an Exodus from Financial Bondage to their Financial Promised Land. Exonomics is designed to help you financially in 4 primary area’s: To Renew your mind around money and the bible, Teach you the Financial Framework that produces sucess, How to Manage that Framework, and How to keep the Momentum. I am most proud of the work i do for both my clients and students. When i started Jervey Genesis Solutions, LLC i left a large firm that had a non compete, and all my clients moved their life savings from that company to my company. In both of my companys our goal is to help you get real financial results and keep working with you until you get there. When you partner with us you are family.
Can you tell us about a time you’ve had to pivot?
I had to make a pivot in my career when i had to leave my previous firm. They wanted me to bring on a younger advisor, which i had no problem with, but they wanted me to give him my clients that didn’t generate over $2,000 in revenue per year. I refused and that opened a can of worms. I didn’t care what some of my clients where paying because most of them have been with me since i got started and i didn’t want to pass them to someone else because they couldn’t pay me a specific amount. Their relationship meant alot to me. This is one of several reasons why i ended up start my firm Jervey Genesis Solutions.
How do you keep in touch with clients and foster brand loyalty?
We touch base with our clients frequently. In Jervey Genesis Solutions, they get a a weekly market and economic email update from me. They get a monthly video that summaries the entire month of the stock market, and economic data. We also provide them Quarterly reports are various financial topics specific to their plan and we do stay in touch calls quarterly on top of a semi annual strategy meeting session.
Contact Info:
- Website: www.genesiswms.com and www.exonomics.life
- Instagram: https://www.instagram.com/pauljervey/
- Facebook: https://www.facebook.com/paul.jervey
- Linkedin: https://www.linkedin.com/in/paul-jervey-cfp%C2%AE-983aba11/
- Youtube: @pauljerveycfp
- Other: TikTok: https://www.tiktok.com/@mosesoffinance