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Ravi Verma

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Head of Distribution OpenInvest
Articles & Research

1 May 2023

Connecting with your Community: How One Firm Bridged the Generational Gap through TV and Radio

SWU Group, founded in 1986 by Simon Wu, has been serving the Chinese community for over thirty years, offering a range of services including financial…

Ravi Verma
Head of Distribution
OpenInvest

9 December 2022

How an established Private Wealth firm used marketing to attract a new type of client

Collins House is an advice firm that has been an early adopter in the online direct investment space. In this article, they share valuable lessons they've…

Ravi Verma
Head of Distribution
OpenInvest

30 October 2022

What happens when referred leads don’t fit your advice delivery model?

When a well-established private wealth firm identified a gap in its service offering, it wanted to lead the way in offering innovative solutions to a new group…

Ravi Verma
Head of Distribution
OpenInvest

2 October 2022

How One Advice Firm has Navigated the Changing Advice Space to Create a Solution for the Next Generation of Clients

Alman Partners is a pioneering Mackay and Brisbane-based advice firm with over 37 years of experience. Like many firms, they recognised the need to evolve…

Ravi Verma
Head of Distribution
OpenInvest

13 August 2022

How can self-directed investing future-proof your advice firm?

Yet again, the financial services industry in Australia is going through change. As a business owner, you could easily become distracted by the impending…

Ravi Verma
Head of Distribution
OpenInvest