We were recently invited to speak at a series of Fintech Seminars to share our knowledge around branding for the finance sector – but why is this is so important now?

The great wealth transfer is underway…

Over the next 30 years, trillions of pounds are being passed down from one generation to the next. This great wealth transfer presents a fantastic opportunity for financial planners and wealth managers BUT only if you know how to meet the expectations of the next-generation investor.

Based on the success of the previous events, we have been invited to join fintech innovators moneyinfo, Advicefront, IRESS and Sprint Technology in the next series of seminars across the country.

Our message is simple: to gain a competitive edge, achieve sustainable growth and be relevant for next-gen investors, it is critical for any business to demonstrate it has PURPOSE before, and beyond, profit.

The power of purpose to answer the question ‘Why?’ has become a powerful idea in its own right popularised by Simon Sinek. It has inspired millions of people, including Richard Branson.

Here’s a quick 5 minute edit of the infamous TedX Talk ‘Start with why’.

During our presentation, we’ll show you how purpose drives profit with our three-step approach.

We’re excited to announce we’ll be presenting at:

In the meantime, if you’d like to find out more, please get in touch with Anna or Katie via email or call us on 01675 434583.

Read more in our previous blog.