Andy Arthur, Rosemount’s founder, approached Anna at Adviser Tech LIVE in London about reviewing his very neglected identity. Anna’s presentation about the importance of branding to attract the next-gen of clients and employees, really struck a chord.
With over 30 years in business, an enviable high net worth client base, and over £250m AUM, he realised their brand no longer reflected who they had become or who they worked with. Their objective was never about gaining a huge number of new clients, but they did want to make sure they stayed relevant to their clients’ children to help them maintain long-term sustainable growth. They were also looking to secure their position as the go-to financial planners in the local area. Finally, they wanted to unite and inspire the current team, and attract the next-gen of IFAs to the firm.
We met Anna when she was guest speaker at the Adviser Tech LIVE – she was very knowledgeable about the finance sector and her presentation around the importance of branding really hit a nerve. We knew we needed to update but the task seemed rather daunting. The discovery workshop was invaluable for getting the whole team excited about what was to come and the illustrative recording was a great experience. My team and clients have given excellent feedback on how great the brand looks since the launch. I’d have no hesitation in recommending PLOTT.