PP 041: START-UP SERIES – Verse Wealth – First year review: looking back + looking forward

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?"

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