James O’Reilly and Corey Wastle have recently started a Melbourne-based financial planning business called Verse Wealth.
This is the third episode in a monthly series with James and Corey to follow their journey.
To start the episode, James tells us about a LinkedIn post that blew up his account for a few days (and he also now has a few new friends in the Cayman Islands and Jordan).
And Corey takes great delight in the fact that James lost the productivity challenge and had to swim across the "not-quite-pristine" Yarra River.
Listen and learn
In this episode, we chat about:
WHERE THE BLOODY HELL ARE YOU?
- James and Corey's continued focus on building partnerships with accountants and mortgage brokers
- The challenges of hiring their first employee, to help them with paraplanning and administrative support
- Why Verse have chosen partnerships as a way of building their business
- How they are deciding on who to approach and whether they might be the right type of people to build a relationship with
- Why it's important to find a cultural fit when building partnerships
- How James and Corey are using LinkedIn to do this (step by step)
- How they decide when the right time is to take the relationship offline
- What kind of value they are offering to the people they are building connections with
- Why it is important to have a non-selfish approach to building relationships (i.e. it's about giving not getting)
SMARTER NOT HARDER
- James shares how they will soon be using video to help make their risk profile process more engaging and time effective
- "How do your clients respond to a non-traditional engagement process?" - Steve Richards [Commonwealth Financial Planning]
People on this episode
Mentioned on this episode
- Verse Wealth
- Cameron Brown from The Customer Experience Academy
- Twitter - Verse Wealth, Corey Wastle and James O'Reilly
- LinkedIn - James O'Reilly and Corey Wastle
- Facebook - Verse Wealth