PP 020: START-UP SERIES – Verse Wealth – Building a brand

Corey Wastle and James O'Reilly from Verse Wealth

James O’Reilly and Corey Wastle have recently started a Melbourne-based financial planning business called Verse Wealth.

This is the second episode in a monthly series with James and Corey to follow their journey.

Listen and learn

In this episode, we chat about:

Where the bloody hell are you?

  • A focus on building partnerships with accountants and mortgage brokers
  • Why they are hiring their first employee
  • Getting clients on board
  • A challenge to get things done that will result in someone swimming across the Yarra River
  • A marriage and moving house

Total transparency

  • What James and Corey are reading right now
  • The CRM software Verse Wealth use

Deep dive

  • What brand means to them (hint: it's more than a logo)
  • The Verse Wealth brand values
  • How James and Corey came up with the brand
  • What resources and process did they use to create their website and video
  • How they will live out their brand values

Smarter not harder

  • James shares how they are able to hire their first employee so early in their business

Listener questions

  • “What is the response you are looking to get from potential clients with the way you are positioning your advice business through marketing, etc?” – Clayton Daniel [Hillross and XYAdviser]
  • "What have you found to be the biggest challenge in setting up your own firm?" - John Pierre Saliba 
Branding is people's perception of you and your business - Verse Wealth