EP#24 Unveiling the Power Trio: Culture, Clients, Marketing

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/