Dedication to your purpose need not be sacrificed during firm growth. For Dean Proctor, CEO of 7IM, keeping purpose, people, and performance aligned is the challenge—and opportunity—of leadership.
Since stepping into the role six years ago, Dean has helped grow 7IM into a nearly £30 billion firm with around 850 colleagues, blending organic expansion with the acquisition of high-quality advice businesses. Today, the firm serves both direct clients and advisers across the UK.
In this episode, Dean reflects on how 7IM’s dual B2B2C and direct-to-consumer model is something they are continually learning from and why preserving a ‘client-first’ culture is critical as the business scales. He shares how 7IM’s values are brought to life through storytelling and how 7IM’s purpose has taken shape through colleague-led sustainability and diversity initiatives. Dean also speaks candidly about industry consolidation, the need to attract a new generation of financial advisors, and the role of technology in broadening access to advice.
Dean Proctor