‘Beyond Good’ Wealth Management: How Being Mission Driven and Tech Forward Can Dramatically Grow Your Business

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Last Updated on February 8, 2022 by Connor Prendergast

In This Episode

Theodora Lau (Theo) and Bradley Leimer, authors of the book “Beyond Good – How Technology Is Leading A Purpose-Driven Business Revolution” share how wealth managers can grow our industry by widening and deepening our pool of potential clients through the use of technology and thinking more broadly.

Theo and Bradley are also the co-founders of Unconventional Ventures, a boutique consulting firm focused on helping companies improve systemic financial wellness.

About Our Guests

Theodora Lau is the Founder of Unconventional Ventures. She is a public speaker, writer and adviser, whose work seeks to spark innovation to improve consumer health and financial wellbeing. She focuses on developing and growing an ecosystem of financial institutions, corporates, entrepreneurs and venture capitalists to better address the unmet needs of consumers, with a focus on women and minority founders. She co-hosts One Vision, a podcast on innovation and FinTech.

Bradley Leimer, Co-Founder of Unconventional Ventures, writes and speaks about banking and technology, and advises startups, accelerators and major corporations. He is the former Head of Innovation at Banco Santander, and led data-driven marketing strategies and digital-technology programmes within regional banks and community-focused credit unions. He co-hosts One Vision, a podcast on innovation and FinTech.


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