Anne Graham is an experienced and award-winning professional Financial Planner with over 30 years of experience in Finance and Advice. She is also the CEO and a Director of Story Wealth Management, specialising in all aspects of planning for retirement and advising clients on how to write the next chapter in their story confidently.
Anne joins Jenny Pearse in episode 14 to share the story behind Story Wealth Management, her experience and the creative process behind the brand evolution. Changing your business name is something to consider carefully. Anne tells us why the partners deliberately chose their name and how they reflect their brand in everything they do. This is a great episode to help you if you are looking to develop your brand story and build the culture in your business from the ground up.
