Planner Pulse 041: [Start-up series] Verse Wealth — First year review: looking forward + looking back

James O’Reilly and Corey Wastle started a Melbourne-based financial planning business called Verse Wealth in January 2015. This is the ninth and final episode in a monthly series with James and Corey, to follow their first year in business.

This week they're reflecting on the first twelve months — their achievements, their disappointments, and their plans for the future.

Listen and learn

In this episode, we chat about:

Where the bloody hell are you?

  • How the first Verse Wealth employee is going, and how they found her

  • How their Facebook lead generation campaign is performing

  • Why they may be buying a chicken suit in the near future

  • Why one of the biggest family law firms in Melbourne wrote a rap for them #word

Deep dive

  • How Verse Wealth have performed in their first year of business, including client numbers and revenue

  • What the most rewarding part of the year was

  • What the biggest disappointment was and what they would have done differently

  • What James and Corey are most excited about for 2016 and beyond

Smarter not harder

  • Why Verse Wealth decided to update their values and change "smarter not harder" to "be effective"

Listener questions

  • "What’s your one big tip for advisers thinking about taking the leap and starting their own practice in 2016?"

People on this episode

Mentioned on this episode