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December 9, 2024 34 mins

You may be scratching your head, wondering what the link is between financial advice, client experience and creativity. Well, the answer is Verse Wealth.



In this episode of Creativity: Uncovered, CEO of Verse Wealth, Corey Wastle joins me to discuss how building and running a business is a creative act. Starting with a blank page, Corey and his co-founder, built the financial advice business to have a core focus on client experience and personal advice. Today, the multi-award winning advice firm is the result of thousands of intention decisions, iterations and explorations.



Tune into this episode to hear about:

  • Corey’s journey into financial advice
  • What led him to start his own business
  • Why starting with a blank page (and no clients) was key to his success
  • Creativity as a business owner and financial adviser
  • Why creative exploration has led to a world-class client experience

 

Corey gave some top-notch advice on resources in this episode, including:



Happy listening!

xo Abi

 


P.S. For more information about this episode and our guest, head to: https://crispcomms.co/podcast-episodes/what-is-the-link-between-financial-advice-and-creativity/


Creativity: Uncovered is lovingly edited by the team at Crisp Communications.


Creativity: Uncovered is a registered Australian Trade Mark.

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