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
What James and Corey are reading right now
The CRM software Verse Wealth use
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
"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