What makes your brand hyper-appealing to great talent? What do great employees actually want and expect from a great employer?
Knowing what great employees look for in a great business will help you build a strong employee value proposition. And the best way to acquire these insights is by hearing from great employees themselves.
For Ellie Fordham, a Financial Adviser recently hired through XY Talent Hub, great leadership and being surrounded by a high-performing team were really important to her when looking for a new role.
In one of our Adviser Success Stories, we spoke with Corey Wastle, CEO of Verse Wealth, who connected with Ellie Fordham through XY Talent Hub and later hired her to join his team in a remote financial adviser role.
Ellie first learned about Corey and Verse Wealth through XY after seeing the resources and content Corey was sharing within the community. Corey’s posts and comments resonated with Ellie and she began to do her research on Verse Wealth.
Over time, Ellie developed an admiration for the company and its people, as Verse Wealth had a great brand profile and was able to clearly articulate the value of the advice they provide and how they operate as a team. Ellie said, “I remember thinking, I’d love to develop something similar to [what their building at their company] and since then I had kept an eye on them for quite a while”.
When Corey posted a job offer in XY Talent Hub, Ellie reached out and started a conversation. While the timing wasn’t right during the initial conversation, Corey later reconnected with Ellie and offered her a full-time remote position.
As a driven and future-focused adviser, Ellie knew the type of company she was looking for. “I was so impressed by what they’re about and the types of clients they work with. One thing I really value about them [Verse] is that they are independent. And that was really important to me in the way they provide advice.”
Ellie also highlighted the type of leader she was looking for. “Corey is a great leader, and I could tell that anyone working with him would really enjoy what he brings to their work. He was so transparent about the way they operate, and was more than happy to share that with me. Transparency and integrity are two qualities I really admire in a leader.”
Verse Wealth is a multi-award-winning financial advisory firm helping people live the life they want.
Our approach is wildly different from most of the industry. It’s not just about money – it’s about our client’s entire life. Money is just fuel for living the life you want, which means something different to everyone. To deliver on this, we take a highly personalised approach based on our client’s values, intentions and financial well-being to ensure that they’re not only making choices to get financial results, but their money is truly serving them – and not the other way around.
Verse Wealth is a multi-award-winning financial advisory firm helping people live the life they want.
Our approach is wildly different from most of the industry. It’s not just about money – it’s about our client’s entire life. Money is just fuel for living the life you want, which means something different to everyone. To deliver on this, we take a highly personalised approach based on our client’s values, intentions and financial well-being to ensure that they’re not only making choices to get financial results, but their money is truly serving them – and not the other way around.
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.