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:
How recording advice meetings can meet SOA compliance requirements
Why Verse reduced its advice document from 15,000 words to 3,500
How they cut paraplanning time from 8 hours to 2.5 hours
The structure of their 3-meeting advice process
How tracking financial wellbeing…
The skinny
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