Insights

This is where we share what we’ve learned working with advisers, planners, wealth managers — all you money-folk. We’ll also weigh in on the financial press and, now and then, let you know what we’ve been up to.

Bringing client stories to life with film

We love helping our clients bring their brands to life. What better way than turning great stories into films?

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LinkedIn Profiles: can they have personality and functionality?

When was the last time you rewrote your LinkedIn profile? Here’s what I learned about writing a great LinkedIn profile, one that’s both fun and functional.

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AdviserTech Unplugged: Monthly Podcast for Financial Advisers

After doing my first webinar a few weeks ago, I was asked back to be a guest on a new podcast, AdviserTech Unplugged, launched by the team at moneyinfo.

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AdviserTechLIVE! 2021: A new adviser mindset

Anna spoke at AdviserTechLIVE – an event focussed on helping financial advisers, planners & wealth managers use their brand to transform their businesses.

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Standing out in the competitive world of Real Estate Finance

We love working with finance brands. In fact, they’ve become a specialism of ours! Over the last few years we’ve built a great relationship with Secure Trust Bank.

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Branding – the mask or the ventilator? Top 3 Brand Takeaways from 2020

Learn how branding helps financial companies navigate challenges like the pandemic. See how Vobis, Ascot Lloyd, and moneyinfo use branding to connect with people and stay relevant.

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Showcase: powerful financial branding

We revamped Vobis and Integrity365’s branding, capturing their essence with vibrant visuals and sumptuous colors. Let’s chat about your project!

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Showcase: Penney Ruddy & Winter

Penney Ruddy & Winter are London based financial planners celebrating their 7th year. Here’s how we refreshed the brand. We crafted an identity blending heritage with engagement.

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Our Eco Pledge recognition at the Chamber of Commerce Awards!

We’re delighted to announce our very own Anna Plotnek won the prestigious President’s Award at the Sutton Coldfield CoC Awards.

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New Model Adviser top tips for 2019 to embrace and evolve brands

New Model Adviser®’s Top 100 financial planning firms are taking branding seriously, adapting to connect with the next-gen. Embrace purpose-driven storytelling to thrive in the evolving financial landscape.

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