Tune in to this episode of AdviserTech Unplugged where our Head of Marketing, Oliver Jenkins chats to Anthony Villis, Managing Director at First Wealth about their journey to becoming a certified B-Corp. If you’re unaware of what a B-Corp is, and how they are changing the way businesses around the globe are beginning to put purpose before profit, this is a great place to start!

First Wealth is a certified B Corp; a business for good that balances profit with the environment, their clients, their community, how they run the business, and the needs of their team. The company was founded the in the aftermath of the 2008 financial crisis – on the premise that there had to be a better way of doing things.

Anthony explains what a B-Corp is, what attracted First Wealth to work towards B-Corp accreditation, and how has becoming a B-Corp changed their business for the better. He then delves into some of the challenges faced when considering B-Corp accreditation, what the costs have been to the business, and how they are balancing profit with purpose. Anthony closes the episode by offering our listeners a single piece of advice to consider before applying to become a B-Corp themselves.

If you’re a financial planning firm considering joining the B-Corp movement, this is a great place to start to learn about the lived experience of a successful firm that have trodden the path.