Mar 14, 2024
In Episode 24 of the Jenesis Gems Podcast, Jenny is joined by Corey
Wastle, CEO of Verse Wealth, a multi-award-winning financial
advisory business in Australia. Together, they dive into the topic
of "Unveiling the Power Trio: Team Culture, Client Experience, and
Marketing Strategies.”
Corey shares insights into how he has invested in these key areas
to foster success within his business. Corey provides valuable
perspectives on building a thriving financial advisory firm, from
establishing core values that shape the company culture to crafting
memorable client experiences reflected in their marketing efforts.
He reflects on his journey into financial advice, guided by family
values and early investment experiences, and emphasises the
importance of aligning your business with your ideal client
base.
Discover how Verse Wealth integrates core values into their daily
operations, empowering every team member to contribute to the
company's culture. Corey highlights the crucial link between
effective leadership, a positive culture, and exceptional client
experiences, emphasising the significance of attention to detail in
customer interactions.
Tune in to learn how understanding your business's identity and
target audience can drive effective marketing strategies that
resonate with your ideal clients. Don't miss out on Corey's
valuable insights into cultivating a successful business through
culture, client experience, and strategic marketing.
https://www.versewealth.com.au/