The Trusted Adviser Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice
In this episode of The Trusted Adviser, Rob sits down with Corey Wastle, founder of Verse Wealth, to unpack how his firm has reimagined advice delivery, replacing the traditional SOA model with a streamlined video-first approach that has dramatically reduced paraplanning time, and elevated client clarity.
Corey shares:
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How recording advice meetings can meet SOA compliance requirements
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Why Verse reduced its advice document from 15,000 words to 3,500
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How they cut paraplanning time from 8 hours to 2.5 hours
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The structure of their 3-meeting advice process
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How tracking financial wellbeing strengthens long-term relationships
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Why the future may lie in a “CXM” — a Client Experience Manager
This is a practical, behind-the-scenes look at how one firm is modernising advice delivery, without waiting for regulatory reform.
If you’re thinking about efficiency, client clarity, AI integration, or the future of advice, this episode is essential listening.