Podcasts about verse wealth

In this episode of The ifa Show, host Keith Ford is joined by Corey Wastle, CEO of Verse Wealth, to take a deep dive into strategies for attracting and retaining top talent in financial advice, particularly given the shrinking talent pool. Wastle emphasises the importance of becoming a “destination workplace” where the best people want to work – which requires cultivating a strong culture, focusing on employee autonomy and growth, and being transparent throughout the hiring and employment process. Listen as they discuss: The value of implementing tools like cultural interviews, psychometric testing, and knowledge assessments in the hiring process. The importance of supporting career progression and development for all team members. Why advice firms shouldn't consider remuneration a taboo topic. What to expect from trends within the advice sector, such as firm consolidation and equity partnerships.

In this episode of the ifa Show, host Keith Ford is joined by the CEO of Verse Wealth, Corey Wastle, to discuss the important role that client experience plays in an advice business. Mr Wastle explains what exactly falls within the realm of the client experience and why it is so important, as well as how Verse frames everything around values, intentions, and financial wellbeing. Listen as they discuss: The best ways to approach the client experience and how digitising the process helps. How Verse has implemented video SOAs and why it is better for clients. The importance of culture within an advice firm.

Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely. Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/ Verse Wealth Website: https://www.versewealth.com.au/ FAAA Website: https://faaa.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230713 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode of The Greener way, we're speaking with Tianna Rose, an associate adviser at Verse Wealth. The CFA Institute in recent years has introduced the Certificate in ESG Investing in Australia, designed to investment professionals the benchmark knowledge and skills they require to integrate ESG factors into their investment processes.Tianna recently received the Certificate in ESG Investing accreditation, and we're going to talk with her about her career, why she went for the certificate and what she feels it can do for career development.

What actually is a video SOA and what will it mean for Paraplanning? Well today I am talking to someone who is actually implementing the video SOA in their work. My guest this week is Daniel Donovan - Financial Advisor and Head Of Operations at Verse Wealth. Dan talks us through how Verse Wealth has implemented Video SOAs and the outcomes they have seen as a result of doing so. Hopefully this discussion will answer a lot of the questions and confusion about the video SOAs and what impact it's going to have for Paraplanning. The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients. Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/ OKR Introduction: https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230425 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Technology & Advice with Corey Wastle.

Host Maja Garaca Djurdjevic is joined by Corey Wastle, the founder of independent financial advice business Verse Wealth, to talk about the adviser exodus and why proactivity matters. Corey and Maja attempt to answer one of today's most prominent questions — how to attract new entrants into the industry. Corey talks about raising the awareness of advice as a career choice, why existing advisers need to be more proactive in spreading the word, and the techniques Verse Wealth uses to hire new staff amid increased competition for fewer advisers. Corey also touches on why he believes that professional advice firms like Verse need to acknowledge that “we're not meant to be here to serve everyone”. “Not everyone can afford to have a professional financial adviser in their life. I think we need to be able to offer advice in different ways, in lower-cost ways, in more innovative ways,” he says. Tune in to hear more. 

Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Corey is a Certified Financial Planner and co-founder at Verse Wealth. He chats with Ben about the skills he's gained around hiring well with consistency, and how his service solution has evolved over time. Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Corey Wastle XY: https://www1.xyadviser.com/members/2258095 Verse Wealth Website: https://www.versewealth.com.au/ This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Take flight into Corey's journey, growing up as 1 of 5 boys, being the golden child and how that shaped his views and thinking. Founding a financial advisory firm, Verse Wealth after being frustrated by the lack of transparent, good advice for customers who deserve to be treated as partners. I love Corey's perspective on various aspects including learning from his sporting idols, the pursuit for excellence, having mentors and being challenged to do better, no regrets and so much more! Enjoy! -------- I would really appreciate if you can help by rating this podcast on iTunes, as it helps others find us and convince guests to come on the show. Follow us on Instagram and LinkedIn to see the episode ads, guest quotes & more! This episode & show is to inspire you to fly high, learning from value creators to help you be 1% better everyday.

In this episode, I’m really excited to have as my guest, Corey Wastle of Verse Wealth. Verse Wealth is a fast growing financial planning and financial coaching firm that delivers purposeful and personalised advice based on outcomes that really matter to their clients.  This is a fascinating interview and the lessons that Corey shares are applicable to any service industry. In our discussion, Corey talked to me about: Building their organisation with a culture first approach Taking care of their people first, and they then care for the customers How Verse Wealth gain alignment across their organisation with the OKR Framework Listen to the podcast to find out more. Show Notes and Blog The Podcasts

It’s time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best tips and experiences on how he and the Verse Wealth team are driving and streamlining efficiencies in the business. Corey elaborates on the power of having a great team, the importance of time management and why creating great systems and processes with the OKR goal system is helping his team achieve excellent results. Episode resources: Corey Wastle LinkedIn - https://www.linkedin.com/in/coreywastle/ Verse website: https://www.versewealth.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Interviews by Phil Thompson and Adrian Patty Corey is the co-founder of Verse Wealth in Melbourne. Corey and his business partner leveraged social media to build his referral network when launching his business to massive succces. On this XY Live Corey is talking about his journey and how you can build great partner relationships to grow your business

  Corey is the Co-Founder of Verse Wealth, a firm that's doing financial advice differently and breaking down industry traditions. Corey has been prominently featured on the front page of Financial Planning Association Magazine,  a finalist for the Association of Financial Advisors Rising Star Award 2015, finalist in the Independent Financial Advisor Newcomer of the Year Award 2016, and a regular speaker and workshop advisor.I hold Corey in high regards as both a friend and mentor who has made one of the biggest impacts on my professional and personal life and a big catalyst for me starting this podcast. Whether it’s his boundless optimism, or his pursuit to create a bold, culture first organisation, he is a gold mine of insights and knowledge! This conversation is very wide ranging, from the nuts and bolts of starting a business to personal development, optimism, leadership and so much more! There is something in this conversation for everyone, no matter what you are looking to improve upon.

Can the world of financial planning be subtly disrupted? Corey Wastle and Verse Wealth do just this by getting underneath the spreadsheets and numbers and starting with asking why.

Brenton Ward talks with Corey Wastle Co- founder of Verse Wealth on how and why to build an incredible business culture.