JMMB Helps Clients to Get ‘Financially Fit”

While it may be too late to work on your summer body for this year, the JMMB Group’s Mandeville branch teamed up with the fitness experts at Just You and Me (JYM) Training Limited to help its clients and prospective clients get ‘financially fit” this summer, during its Fitness and Finance hybrid event, recently. 

The event was designed to provide a fun and engaging way to discuss financial planning and investment opportunities with clients, by tapping into their lifestyle, thereby assisting them to make informed financial choices. 

In her remarks, Simone Thomas, branch manager at JMMB Bank in Mandeville, shared her fitness journey of achieving her goal of losing 40 pounds over the last year, as her financial check-up gave her a wake-up call. Juxtaposing it against one’s financial journey to achieving their goals, the branch manager noted, “I had this goal to lose 40 pounds for my (last) birthday, but even after one year passed, I didn’t achieve it. It was after getting an assessment from an expert (my doctor), I decided to start this journey.” 

Similarly, she encouraged the participants to get a “financial check-up” to determine their financial position and take the necessary steps to improve their financial health, by consulting a professional – a financial advisor. Thomas confessed that in a bid to avoid health concerns, she uncovered her “why” for losing weight and although the journey has challenges, she has remained focused on her goal of living a healthy lifestyle. 

Following an energetic workout session, led by the JYM team of personal trainers, the attendees turned their attention to Keneisha Dwyer-Powell, manager- investments client partnerships at JMMB’s Mandeville branch, for a “cool down” conversation. Reiterating Thomas’ point, she outlined that each individual needs to set clear ‘financial fitness’ goals and objectives, in line with his/her specific circumstances; and that some activities were more challenging based on the individual’s fitness level - from those who were newbies to enthusiasts. 

The client partnership manager urged individuals to take the first step towards getting financially fit, with the help of JMMB providing the necessary expertise and support on their journey. 

She noted that starting at a later date, or on their own, typically gives subpar results. In drawing a parallel to one’s fitness journey, she said “expect challenges, some of us are having aches from the exercise, but stay the course and be prepared for changes and make the necessary sacrifices. In exercising, you may have to change course depending on what is happening with you. Similarly, with changes in the market, you may have to reallocate your portfolio to achieve your financial goals.” 

During the event, special offerings on loans and investment opportunities to get clients started on their financial fitness journey towards their goals, were also announced. Scores of clients joined online, in addition to the limited number of individuals on location, in observance of COVID-19 protocols and in keeping with the restrictions on the number of individuals allowed to gather.