It’s time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best tips and experiences on how he and the Verse Wealth team are driving and streamlining efficiencies in the business.
Corey elaborates on the power of having a great team, the importance of time management and why creating great systems and processes with the OKR goal system is helping his team achieve excellent results.
Episode resources: Corey Wastle LinkedIn – https://www.linkedin.com/in/coreywastle/ Verse website: https://www.versewealth.com.au/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
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