Planner Pulse 020: [Start-up series] Verse Wealth — Building a brand

James O’Reilly and Corey Wastle have recently started a Melbourne-based financial planning business called Verse Wealth.

This is the second episode in a monthly series with James and Corey to follow their journey.

Listen and learn

In this episode, we chat about:

Where the bloody hell are you?

  • A focus on building partnerships with accountants and mortgage brokers

  • Why they are hiring their first employee

  • Getting clients on board

  • A challenge to get things done that will result in someone swimming across the Yarra River

  • A marriage and moving house

Total transparency

  • What James and Corey are reading right now

  • The CRM software Verse Wealth use

Deep dive

  • What brand means to them (hint: it's more than a logo)

  • The Verse Wealth brand values

  • How James and Corey created their brand

  • What resources and processes they used to create their website and video

  • How they will live out their brand values

Smarter not harder

  • James shares how they are able to hire their first employee so early in their business

Listener questions

  • "What is the response you are looking to get from potential clients with the way you are positioning your advice business through marketing, etc?" - Clayton Daniel [Hillross Silverstone and XY Adviser]

  • "What have you found to be the biggest challenge in setting up your own firm?" - John Pierre Saliba

Branding is people’s perception of you and your business.
— Verse Wealth