The Growth Workshop Podcast
Jonny Adams & Matt Best will share their 30+ years experience on what growth & revenue acceleration looks like in modern business. With episodes featuring industry leaders, you can hear aspects of leadership, sales, account development and customer success, alongside other critical elements required to build an effective growth engine for your business. Southwestern/Great American, Inc., dba Southwestern Family of Companies, for itself and its related entities and their assigns, reserves and retains all rights to their copyrighted materials and trademarks contained in this podcast.
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Episode 24, Part 2 – Jonathan Tweedie: Financial Advice in a Changing World
<p>Jonathan Tweedie explores the future of financial advice, tackling industry challenges, the impact of technology, and the need for broader access. He examines how AI and digital platforms can personalize advice, the shifting responsibilities of employers and government, and the critical role of trust. This episode offers a candid look at how collaboration and innovation can reshape financial well-being for all generations.</p>
Episode 24, Part 1 – Jonathan Tweedie: Wealth Management & Leadership Advice
<p>Jonathan Tweedie, Managing Director at RBC Brewin Dolphin, shares his journey from army officer to financial sector leader, reflecting on decision-making, trust, and adapting leadership frameworks to better serve clients. Listeners gain insight into how authentic leadership and client-centric thinking are reshaping the industry for the next generation.</p>
Episode 23, Part 2 - Rebecca Williams: Financial Planning for a New Generation
<p>Rebecca Williams, divisional lead for financial planning at Rathbones, explores how financial advice is evolving for younger generations. She shares candid insights on industry challenges, the importance of authentic client relationships, and the role of technology in retention. Listeners gain a fresh perspective on bridging generational gaps, fostering diversity, and building trust in a rapidly changing financial landscape.</p>
Episode 23, Part 1 - Rebecca Williams: Reimagining Wealth Through Inclusive Leadership
<p>Rebecca Williams, divisional lead for an FTSE 250-listed company, shares her journey from an accidental entry into financial services to becoming a champion for women in wealth management. She explores the urgent need for diversity in leadership, the evolving role of female clients, and how technology can support, but not replace, human connection in financial planning. A compelling conversation on influence, inclusion, and the future of the industry.</p>
Episode 22, Part 2 - Stepan Kopriva: AI’s Real Impact on Your Workforce
<p>Looking at the future of business, Stepan explores how AI is transforming from conversational agents and back-office automation to hyper-personalised customer targeting. He unpacks the moral and strategic implications of AI, the skills needed for future workforces, and why leaders must act now to stay competitive.</p>
Episode 22, Part 1 - Stepan Kopriva: From AI Engineer to CEO – Lessons in Leadership
<p>For leaders navigating growth in tech-driven environments, Stepan reveals how early AI research, entrepreneurial grit, and a client-first mindset have shaped his leadership style. He discusses building high-performing teams, balancing technology and human creativity, and scaling sales in a consultancy.</p>
Episode 21, Part 3 - Rachael Smith: Purpose, Leadership, and Inclusive Wealth
<p>In this episode, Rachael Smith reflects on purpose-driven leadership and her vision for a more inclusive wealth management industry. She unpacks the inequalities women face in building and managing wealth, the frameworks that guide her personal and professional purpose, and the leadership playbook needed to navigate crises and change. With energy and clarity, Rachael shows how aligning purpose with growth creates lasting impact for both organisations and society.</p>
Episode 21, Part 2 - Rachael Smith: Redefining Growth in Wealth Management
<p>Rachael Smith, Head of Growth at Evelyn Partners and former EasyJet leader, shares how behavioural science, branding, and sales–marketing alignment can drive transformation in both aviation and wealth management. She explores lessons learned from nudge theory on flights, the power of client insight, and why a vertical approach is reshaping the industry. Rachael also discusses the urgent need to build a wealth management model that truly serves women as they become the fastest-growing segment of wealth holders.</p>
Episode 21, Part 1 - Racheal Smith: Building Resilient Leaders & Scalable Organisations
<p>Discover how to create growth frameworks that drive both immediate impact and long-term success, from commercial and marketing executive leader Rachael Smith. Leaders will find practical guidance on stakeholder mapping, onboarding, and navigating change with agility. For organizations, it explores how to align teams around client-focused strategies, establish growth enablers, and scale sustainably. Rachael shares innovative blueprints for change.</p>
Episode 20, Part 2 - Owning the Narrative in a Noisy Market, with Stuart Dale
<p>Stuart Dale, Founder of OrbitalX, leads a conversation focused on how the buyer journey has changed, with most decisions happening before prospects ever engage with sales. It stresses the importance of brand consistency, long-term narratives, and aligning marketing with sales to cut through the noise. Practical takeaways include improving audience quality, rebalancing content toward thought leadership, and using signals—large and small—to guide outreach and accelerate growth.</p>
