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:

• The Power of Now by Eckhart Tolle: https://amzn.to/47Ftcnq
• Linchpin by Seth Godin (in that everyone is an artist): https://amzn.to/3XSQHpQ 

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.