Planner Pulse 025: [Start-up series] Verse Wealth — Creating amazing client experiences
James O’Reilly and Corey Wastle started a Melbourne-based financial planning business called Verse Wealth in January 2015.
This is the fourth episode in a monthly series with James and Corey to follow their first year in business.
In this episode, we take a closer look at the Verse Wealth client experience.
Listen and learn
In this episode, we chat about:
Where the bloody hell are you?
Bringing new clients on board
A continued focus on building partnerships with accountants and mortgage brokers
Planning the new "Verse TV" series and a webinar in the new financial year
What happens in each of the meetings in the Verse Wealth new client process
Why they are including imagery in Statement of Advice documents
Who and what some of James and Corey's key influences have been in developing the Verse client experience (including a lot of book recommendations)
What a "wow" file is, and how they are using it in their business
How the client experience relates back to the core Verse Wealth values
Smarter not harder
James shares how they have gone paperless
"For an adviser who has only worked in a bank, what are some of the differences between working in a banking environment, and working in a small boutique practice?" - Susie Munro [Sixpence Media]
Gary Vaynerchuck - The Thank You Economy
Jim Stackpool - Delivering Certainty
Stephen Covey - The Seven Habits of Highly Effective People
Tony Hsieh - Delivering Happiness
Facebook - Verse Wealth
Instagram - Verse Wealth (for the young, cool kids)