Aug 9, 2022
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.