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.

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IFA: Building a 'destination workplace' in financial advice

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This episode is 54 minutes long.

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This episode was published on July 9, 2025.

What is this episode about?

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...

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