IFA: Building a 'destination workplace' in financial advice episode artwork

EPISODE · Jul 9, 2025 · 54 MIN

IFA: Building a 'destination workplace' in financial advice

from Wealth Management Podcast Network · host Momentum Media

In this episode of The ifa Show, host Keith Ford is joined by Corey Wastle, CEO of Verse Wealth, to take a deep dive into strategies for attracting and retaining top talent in financial advice, particularly given the shrinking talent pool. Wastle emphasises the importance of becoming a "destination workplace" where the best people want to work – which requires cultivating a strong culture, focusing on employee autonomy and growth, and being transparent throughout the hiring and employment process. Listen as they discuss: The value of implementing tools like cultural interviews, psychometric testing, and knowledge assessments in the hiring process. The importance of supporting career progression and development for all team members. Why advice firms shouldn't consider remuneration a taboo topic. What to expect from trends within the advice sector, such as firm consolidation and equity partnerships.

Episode metadata supplied by the publisher feed · Published Jul 9, 2025

Embed this episode

NOW PLAYING

IFA: Building a 'destination workplace' in financial advice

0:00 54:51

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Wealth Management Podcast Network?

This episode is 54 minutes long.

When was this Wealth Management Podcast Network episode published?

This episode was published on July 9, 2025.

Can I download this Wealth Management Podcast Network episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!