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