"Investing Well" in the Financial Sector

In this episode of The Purposeful Strategist, Belden Menkus speaks with David Ferguson, Executive Chair at Seccl, about how a broader purpose can drive a successful business strategy in the financial sector.

In their conversation, they discuss:

• How Seccl has matured since David joined in 2022.
• What a financial sector which promotes “investing well” should look like.
• Seccl’s choice to work with companies who have transparent consumer-facing practices, and to decline working with companies who don’t.
• How Seccl’s financial infrastructure can serve as a springboard for smaller companies to enter the market, increasing competition in the marketplace.
• David’s thoughts on the current and future state of the wealth management sector.