Produced By: Ensombl
Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients.
Accreditation Points Allocation:
Technical Competence 0.4
Client Care and Practice 0.3
Regulatory Compliance and Consumer Protection 0.2
Professionalism and Ethics 0.2