Planner Pulse 028: [Start-up series] Verse Wealth — Productivity and priorities
James O’Reilly and Corey Wastle started a Melbourne-based financial planning business called Verse Wealth in January 2015.
This is the fifth episode in a monthly series with James and Corey to follow their first year in business.
One of the challenging things about being a start-up, is that there are a lot of new ideas and tasks to get your head around and execute on. There's attracting clients, serving clients, building relationships, marketing and brand building, accounting, creating systems, looking after technology and training yourself.
So in this episode, we take a look at how Corey and James plan and prioritise in their business so they stay focused on the things that really matter.
Listen and learn
In this episode, we chat about:
Where the bloody hell are you?
James is back from his honeymoon (and we missed a month recording, sorry)
Ongoing work building referral partner relationships
Getting feedback via a client survey
Attracting a new client through the Verse Wealth website
Ditching the networking group (for the moment)
How do Corey and James structure their day?
How do they ensure they focus on the things that are important in their business, including their values?
How do Verse Wealth decide what to work on next?
Smarter not harder
James shares the idea of a "parking space" and how that helps them to focus and alleviate distractions (+ beef up the muscle mass)
People on this episode
Mentioned on this episode
Facebook - Verse Wealth
Instagram - Verse Wealth (for the young, cool kids)