Explorez tous les épisodes du podcast The Growth Workshop Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| Episode 8 - Client-Centric SaaS – How to Scale, with Chris Regester | 29 Aug 2024 | 00:46:41 | |
Chris Regester, CCO of PlanHat, shares his story of an early-stage startup transforming into a successful global SaaS business. He shares the importance of identifying and nurturing talent, and the power of a client-centric approach in building and scaling a software company. Chris discusses PlanHat's unique focus on post-sale customer management and how bootstrapping shaped their business culture. The conversation offers practical advice on creating value, maintaining profitability, and the critical role of customer objectives in driving business growth. | |||
| Episode 7 Review - Connections Before Content: Mike Hohnen’s Leadership Advice for Managing Managers | 14 Aug 2024 | 00:03:32 | |
We look back at our guest, Mike Hohnen, with his extensive experience in management roles and how to manage emotional engagement for effective leadership. He shares tips to foster true employee engagement and insights into creating a more balanced and engaging work environment that values both productivity and strong relationships. | |||
| Episode 3 - Tackling Team Culture, with ex-Rugby Star Will Fraser Turned Business Owner | 27 Mar 2024 | 00:44:19 | |
Will Fraser is an ex-Saracens and England Rugby player, who has bought his lesson’s learned on team dynamics into his business, 100 & First. We explore the importance of fostering strong relationships and understanding within teams to maximise discretionary effort, as well as strategies for unifying disparate departments, such as marketing and sales. We also share insight on the significance of self-reflection, continuous learning, and tangible actions in addressing business challenges and driving growth. | |||
| Episode 2 Review - Control, Influence & Accept (For Now) with Dan Moore | 14 Mar 2024 | 00:05:00 | |
We talk with Dan Moore, author of Control, Influence, and Accept (For Now). Dan shares how the power of constructive self-talk with practical strategies can ensure personal and team growth. This will allow you to stay focused and productive, and avoid getting bogged down by things you cannot change. | |||
| Episode 2 - Control, Influence & Accept (For Now) with Dan Moore | 28 Feb 2024 | 00:35:56 | |
We talk with Dan Moore, author of Control, Influence, and Accept (For Now). Dan shares how the power of constructive self-talk with practical strategies can ensure personal and team growth. This will allow you to stay focused and productive, and avoid getting bogged down by things you cannot change. | |||
| Episode 1 Review - Middle Management | 13 Feb 2024 | 00:04:59 | |
We discuss the pivotal role of Middle Management, how it reflects on your career goals, the challenges of onboarding and recruiting the role, how to measure performance, and who is responsible. Ideal for business leaders, executives, and aspiring middle managers to gain actionable strategies for effective leadership and organisational growth. | |||
| Episode 1 - Middle Management – Your Best Asset, or Busy Fools?! | 30 Jan 2024 | 00:20:29 | |
We discuss the pivotal role of Middle Management, how it reflects on your career goals, the challenges of onboarding and recruiting the role, how to measure performance, and who is responsible. Ideal for business leaders, executives, and aspiring middle managers to gain actionable strategies for effective leadership and organisational growth. | |||
| Welcome to The Growth Workshop Podcast | 08 Dec 2023 | 00:00:47 | |
Welcome ambitious leaders and sales enthusiasts from across the world to the Growth Workshop Podcast. I'm your host Matt Best and I'm joined by my cohost, Jonny Adams. We discuss what growth truly means in today's dynamic business landscape. Join us as we dive into the realms of leadership, sales, account development, and customer success. We'll be bringing you conversations with experts and leaders from various different industries. Whether you're an executive or a line manager, this podcast is your go-to reference point for building a robust growth engine for your business. You can find us wherever you usually listen to podcasts, or on our website, SBRConsulting.com. Subscribe now to the Growth Workshop Podcast. | |||
| Episode 7 - Connections Before Content: Mike Hohnen’s Leadership Advice for Managing Managers | 30 Jul 2024 | 00:36:01 | |
We explore the balance between a manager’s tasks vs their relationships. We discuss the bias towards productivity that often overshadows the need for genuine interpersonal connections. Our guest Mike Hohnen, with extensive experience in management roles highlights how to manage emotional engagement for effective leadership, and tips to foster true employee engagement. Listeners will gain insights into creating a more balanced and engaging work environment that values both productivity and strong relationships. | |||
| Episode 6 Review - Centricity in SaaS: Lesley Ronaldson Keeps the Customer First | 14 Jul 2024 | 00:04:49 | |
We recap strategies from Lesley Ronaldson (VP of Sales EMEA at Gong) on the importance of a customer-centric approach to digital transformation for your business, including her experiences and practical tips that you can use to understand customer needs for business success in the digital age. | |||
| Episode 6 - Centricity in SaaS: Lesley Ronaldson Keeps the Customer First | 27 Jun 2024 | 00:40:25 | |
We discuss strategies with Lesley Ronaldson (VP of Sales EMEA at Gong) on the importance of a customer-centric approach to digital transformation for your business. She shares her experiences and practical tips that you can use to understand customer needs for business success in the digital age. | |||
| Episode 5 Review - How To Ask For Referrals with Thomas Coles: Your Network Is Your Net Worth | 13 Jun 2024 | 00:06:52 | |
We’re joined by successful entrepreneur, Thomas Coles, discussing how, and when to ask for referrals for developing your business. 82% of potential clients prefer seeking recommendations from their network over online searches. We talk psychological barriers, building trusted relationship with your network, and the impact this can have in creating opportunities. Who knows what opportunities currently lie in your network. | |||
| Episode 5 - How To Ask For Referrals with Thomas Coles: Your Network Is Your Net Worth | 30 May 2024 | 00:32:11 | |
We’re joined by successful entrepreneur, Thomas Coles, discussing how, and when to ask for referrals for developing your business. 82% of potential clients prefer seeking recommendations from their network over online searches. We talk psychological barriers, building trusted relationship with your network, and the impact this can have in creating opportunities. Who knows what opportunities currently lie in your network. | |||
| Episode 4 Review - A Hat-Trick of Unicorns: How Celine Grey Enabled Growth & Scale for 3 Start-Ups | 14 May 2024 | 00:04:53 | |
Celine Grey shares her expertise in sales enablement and organisational growth from past businesses. We discuss cultivating consultative relationships with internal stakeholders and customers, the value of well-defined processes, especially in onboarding and team structuring for growth. Celine highlights the critical role of leadership enablement and real-world consequences of neglecting leadership competency, including detrimental impacts on brand reputation, revenue, and employee morale. Overall, Celine's insights provide valuable guidance for organisations seeking to scale up effectively and foster a culture of success through strategic enablement at all levels of the sales organisation. | |||
| Episode 4 - A Hat-Trick of Unicorns: How Celine Grey Enabled Growth & Scale for 3 Start-Ups | 29 Apr 2024 | 00:39:40 | |
Celine Grey shares her expertise in sales enablement and organisational growth from past businesses. We discuss cultivating consultative relationships with internal stakeholders and customers, the value of well-defined processes, especially in onboarding and team structuring for growth. Celine highlights the critical role of leadership enablement and real-world consequences of neglecting leadership competency, including detrimental impacts on brand reputation, revenue, and employee morale. Overall, Celine's insights provide valuable guidance for organisations seeking to scale up effectively and foster a culture of success through strategic enablement at all levels of the sales organisation. | |||
| Episode 3 Review - Tackling Team Culture, with ex-Rugby Star Will Fraser Turned Business Owner | 14 Apr 2024 | 00:04:54 | |
Will Fraser is an ex-Saracens and England Rugby player, who has brought his lessons learned on team dynamics into his business, 100 & First. We explore the importance of fostering strong relationships and understanding within teams to maximise discretionary effort, as well as strategies for unifying disparate departments, such as marketing and sales. We also share insight on the significance of self-reflection, continuous learning, and tangible actions in addressing business challenges and driving growth. | |||
| Episode 9 - The 5 Principles of Successful Leadership | 29 Sep 2024 | 00:24:20 | |
Jonny and Matt discuss their 5 leadership principles from lessons learnt from a 20+ year consultancy of over 1,000 clients. These include operational rigor, commercial alignment, and the power of a coaching culture in business leadership. They discuss how leaders can maintain discipline and effectiveness amidst the monotony of routine tasks, while also fostering a strong coaching culture that nurtures growth. Drawing on insights from their Roots and Shoots white paper and Patrick Lencioni's The Five Dysfunctions of a Team, they explore how aligning key functions across sales, marketing, HR, and finance can drive success. | |||
| Episode 8 Review - Client-Centric SaaS: How to Scale, with Chris Regester | 15 Sep 2024 | 00:04:01 | |
We review our conversation with Chris Regester, CCO of PlanHat, who shared his story of an early-stage startup transforming into a successful global SaaS business. He shared the importance of identifying and nurturing talent, and the power of a client-centric approach in building and scaling a software company. Chris discussed PlanHat's unique focus on post-sale customer management and how bootstrapping shaped their business culture. The conversation offers practical advice on creating value, maintaining profitability, and the critical role of customer objectives in driving business growth. | |||
| Episode 11, Part 1 - Fears & Foresight of AI Adoption with Athena Peppes | 28 Nov 2024 | 00:26:04 | |
Futurist and technology trends advisor Athena Peppes discusses the challenges and opportunities of AI adoption in business. She addresses the varying pace of AI integration across industries, emphasising that while some sectors like consumer goods move quickly, others such as pharmaceuticals proceed more cautiously due to regulatory concerns. Athena highlights the importance of understanding AI's potential applications, from enhancing pricing strategies to improving data analysis, while also considering the ethical implications and regulatory landscape that shape its implementation. | |||
| Episode 10, Part 2 - The Psychology of Sales Success with Chris Hatfield | 14 Nov 2024 | 00:22:58 | |
In this follow-up episode, we continue our conversation with Chris Hatfield, founder of Sales Psyche. Chris breaks down common myths about motivation, explaining why leaders should focus less on motivating their teams and more on inspiring them. He explores how habits and action can drive motivation, the importance of understanding individual aspirations, and how vulnerability can build trust in leadership. With a mix of practical tools and deep insights, Chris highlights ways to create a productive, growth-oriented environment for both leaders and sales teams. | |||
| Episode 10, Part 1 - The Psychology of Sales Success with Chris Hatfield | 30 Oct 2024 | 00:36:38 | |
In this episode we speak with Chris Hatfield, Founder of Sales Psyche and author of The Subconscious Sale. Chris delves into the power of mindset, the impact of self-talk, and the importance of creating a supportive environment. With over 15 years of experience, Chris shares actionable insights on managing stress, building healthy habits, and how shifting perspectives on emotions can enhance both well-being and performance in the sales world. | |||
| Episode 9 Review - The 5 Principles of Successful Leadership | 14 Oct 2024 | 00:05:35 | |
Matt and Jonny review their 5 leadership principles from lessons learnt from a 20+ year consultancy of over 1,000 clients. These include operational rigor, commercial alignment, and the power of a coaching culture in business leadership. They discuss how leaders can maintain discipline and effectiveness amidst the monotony of routine tasks, while also fostering a strong coaching culture that nurtures growth, and explore how aligning key functions across sales, marketing, HR, and finance can drive success. | |||
| Episode 17, Part 1 - Scaling Growth with Data-Driven Leadership, with Guy Rubin | 29 May 2025 | 00:27:06 | |
In part 1 of this talk with Guy Rubin, founder and CEO of Ebsta, we examine how data-driven strategies are impacting leadership and sales performance, emphasising the significance of accurate CRM data, actionable relationship insights, and aligning teams around a precise ideal customer profile (ICP). We look at how replicating the behaviours of top performers and prioritising engagement trends can help organisations drive scalable, predictable growth. | |||
| Episode 16, Part 2 - The Habits & Mindset for Business Growth with George Anderson | 14 May 2025 | 00:25:49 | |
In part 2 of our talk with speaker, trainer, and coach George Anderson, George delves into the significance of inner dialogue in controlling motivation, mindset, and resilience. He discusses how self-awareness and alternative responses can help individuals stay within their circle of control. George also highlights the importance of well-being for high performers, explaining that taking small breaks and looking after one's physical, emotional, and mental energy can enhance performance and creativity. He shares practical frameworks like the DASH (diet, activity, sleep, hydration) for improving well-being and performance. | |||
| Episode 12, Part 1 - Driving Business Growth Through Customer-Centric Leadership, with Charlotte Smith | 30 Dec 2024 | 00:26:56 | |
In Part 1, Charlotte Smith draws from her 2 decades of experience, and talks about how you can mobilise your leadership team, aligning KPIs with customer-centric goals, and fostering a culture of expertise and value. Charlotte’s practical frameworks demonstrate how leadership can effectively scale customer-centric initiatives, turning individual contributions into sustainable business growth. | |||
| Episode 11, Part 2 - Fears & Foresight of AI Adoption with Athena Peppes | 15 Dec 2024 | 00:16:18 | |
Athena delves into the ethical challenges surrounding AI adoption, outlining 5 crucial areas for consideration: accountability, bias, data privacy, deep fakes, and job impacts. She emphasises the importance of critical thinking when using AI tools and discusses the potential effects on employment, citing examples like Klarna's significant job cuts due to AI efficiencies. Peppes also explores the broader economic implications of AI adoption, highlighting the need for balanced decision-making that considers both growth opportunities and societal impacts, while stressing the importance of understanding and adapting to these technologies at individual and organisational levels. | |||
| Episode 16, Part 1 - The Habits & Mindset for Business Growth with George Anderson | 29 Apr 2025 | 00:26:03 | |
In part 1 of this episode, we discuss the importance of reframing goals to be present-focused, which helps individuals value healthy habits in the moment, with speaker, trainer, and coach George Anderson. George introduces the DASH framework (diet, activity, sleep, hydration) as a quick-win strategy to build routines and boost energy, sharing specific examples of positive results from his clients. Additionally, George explains how his Mindset Boost app's self-diagnostic assessment can identify areas for cultivating different mindsets to improve performance and growth. | |||
| Episode 15, Part 2 - Leveraging Competency Frameworks for Sales Efficiency with Matt Milligan | 14 Apr 2025 | 00:17:48 | |
In part 2 with Matt Milligan, co-founder of Uhubs, the discussion delves into the differences between software sales and consulting sales, and the need for a consultative approach in both fields. Matt talks about AI in sales processes and the profile of high-performing salespeople. He explains that AI tools can automate significant portions of sales workflows, leading to increased efficiency and performance. The conversation also touches on the evolving role of Chief Revenue Officers (CROs), who need to be data-literate and have strong revenue operations (RevOps) support. Milligan introduces the RISE framework (Revenue Skills, Impactful Behaviours, Strategic Process Execution, Expert Knowledge) as a structured approach to assessing and improving sales capabilities, ultimately driving revenue growth. | |||
| Episode 15, Part 1 - Leveraging Competency Frameworks for Sales Efficiency with Matt Milligan | 30 Mar 2025 | 00:27:36 | |
In part 1, Matt Milligan, co-founder of Uhubs, discusses the importance of assessing and benchmarking sales team capabilities to drive performance. He shares insights on the significance of combining technology and consulting services for meaningful business transformation. Matt also highlights the value of having mentors and coaches in both professional and personal development, drawing parallels between business and sports. The conversation touches on the challenges of scaling sales teams and the need for a data-driven approach to performance management. | |||
| Episode 14, Part 2 - Driving Career Growth & Wellness: Lessons in Impact from Damien Davis | 13 Mar 2025 | 00:20:32 | |
Damien Davis of ServiceNow continues to share how his personal challenges have shaped his leadership approach and drive for impact. He recounts his journey of overcoming loss, advocating for mental health, and using his experiences to fuel resilience and growth. Damien discusses the power of authenticity in business, the importance of listening to customers, and how organisations can shift from a product-driven to an outcome-driven mindset. He also shares practical tips for building a strong personal brand on LinkedIn and highlights how ServiceNow fosters transparency, employee engagement, and AI-driven business transformation. | |||
| Episode 14, Part 1 - Driving Career Growth & Wellness: Lessons in Impact from Damien Davis | 27 Feb 2025 | 00:24:17 | |
In this episode, Damien Davis, a customer success leader at ServiceNow, shares his insights on balancing career growth with personal wellness. He discusses his journey of maintaining healthy habits while managing a demanding executive role, emphasising the importance of sustainable routines and mindset shifts. Damien also highlights how building strong relationships, focusing on personal branding, and leveraging AI-driven solutions to drive impact for both businesses and customers. With a people-first approach, he explains how ServiceNow measures success through NPS, CSAT, and customer value realisation, reinforcing the link between employee engagement and client impact. | |||
| Episode 13, Part 2 - Aligning Marketing, Sales, and Customer Success with Teresa Allan | 13 Feb 2025 | 00:09:53 | |
In part 2 of this discussion, Magnus Consulting's Managing Partner Teresa Allan presents a structured framework for aligning your teams against "The 7 P's Framework: Priorities, Planning, Positioning, People, Processes, Platforms, and Performance.” She emphasises the need for unified goals, cross-functional collaboration, and shared ownership of outcomes to overcome common misalignments. By integrating these elements, businesses can achieve measurable improvements in efficiency, customer retention, and revenue growth, fostering a more cohesive and productive working environment. | |||
| Episode 13, Part 1 - Aligning Marketing, Sales, and Customer Success with Teresa Allan | 30 Jan 2025 | 00:29:38 | |
In this part 1 of 2 with Teresa Allan, we explore the necessity of integrating marketing, sales and customer success functions to enhance your customer’s experiences and drive growth. Teresa is the Managing Partner at Magnus Consulting and she highlights the shared objectives across these potential siloes and discusses the barriers caused by misaligned goals and misunderstood roles. Teresa shares the importance of collaborative strategies, leadership alignment, and a holistic approach to business metrics to build a unified growth engine. | |||
| Episode 12, Part 2 - Driving Business Growth Through Customer-Centric Leadership, with Charlotte Smith | 14 Jan 2025 | 00:15:39 | |
In Part 2, Charlotte Smith shares how her business, Trilogy International, cultivates a customer-focused culture through strategic hiring, hands-on client collaboration, and aligning leadership with long-term goals. Charlotte talks about the importance of clear market boundaries, leveraging data-driven insights, and maintaining focus on core strengths to foster trust and deliver consistent results. Charlotte’s experiences highlight the pitfalls of short-term thinking and the power of intentional leadership to achieve sustainable growth while building a cohesive, client-aligned team. | |||
| Episode 18, Part 2 - Revenue-First Thinking & Breaking into America, with Alex Olley | 14 Jul 2025 | 00:27:31 | |
In part 2 of our talk with Reachdesk founder Alex Olley, we discuss Reachdesk’s bold go-to-market strategy, which aligns every function, marketing, sales, and customer success, around one shared goal: revenue. It details how compensation, planning, and cross-functional collaboration eliminate any friction and drive focus. The episode also reveals how a London startup broke into the US market by going all-in with a differentiated value proposition and a 5x return on investment (ROI) guarantee. | |||
| Episode 18, Part 1 - Building a Winning Sales Culture, with Alex Olley | 29 Jun 2025 | 00:26:55 | |
We explore the founding journey behind a high-growth SaaS business (Reachdesk), with its founder, Alex Olley, highlighting the importance of grit, cultural alignment, and hiring for mindset over pedigree. We discuss how their values, “be bold, learn fast, get things done”, shape a resilient team and how a structured, scorecard-driven hiring process ensures long-term success. The conversation also touches on the power of team-based wins and embedding customer-centricity into every role. | |||
| Episode 17, Part 2 - Benchmarking Top Performers for a Sales Playbook, with Guy Rubin | 15 Jun 2025 | 00:20:14 | |
In part 2 of our talk with Guy Rubin, founder and CEO of Ebsta, we look at how sales organisations can drive growth by improving consistency across their entire go-to-market function. Guy highlights the widening performance gaps between top sellers and the rest, the shift toward full-cycle selling, and the crucial role of clean data, clear benchmarks, and effective leadership in replicating success at scale. | |||
| Episode 30, Part 2 - Benne Peto: How to Assess Potential Properly with Data | 14 Jul 2026 | 00:24:12 | |
Part 2 with Benne Peto gets under the bonnet of the model: how to assess potential rigorously, why the nine-box grid falls short, and how psychometrics plus observation reveal the real “sweet spot” for sustained performance. It is the most practical section for leaders trying to move from intuition to evidence in talent decisions. | |||
| Episode 30, Part 1 - Benne Peto: Why Generic Development Programs Aren't Sustainable | 29 Jun 2026 | 00:20:57 | |
Benne Peto opens with her commercial-to-HR journey and explains why growth-focused people strategy starts with business outcomes, not learning activity. The conversation then lands on the core argument: one-size-fits-all development is expensive theatre unless it is targeted at the people and capabilities most likely to shift performance. | |||
| Episode 26, Part 2 - Fullcast & SBR: Win-Loss Truths and Why ICP Discipline Matters | 09 Mar 2026 | 00:17:15 | |
We dive into the heart of revenue performance: why deals truly win or lose. Guy shows how engagement, multithreading, buyer personas, and source data reveal patterns CRM alone can’t. Alan and Dannii translate these insights into practical change: qualification discipline, deal hygiene, better ICP focus, and the behaviours that separate consistently high performers. This is a data‑to‑action masterclass for CROs and RevOps leaders. | |||
| Winning Women’s Wealth - International Women’s Day Special | 07 Mar 2026 | 00:40:59 | |
This International Women’s Day Special brings together four leaders shaping the future of women’s wealth: Rachael Smith (Evelyn Partners), Rebecca Williams (Rathbones), Alice Wright (Canaccord), and Katia Sand (SBR Consulting). Across this powerful conversation, the panel unpacks the seismic shift placing 60% of UK wealth in women’s hands, the confidence myths holding the industry back, the realities of client experience for women, and the responsibility wealth firms now carry to create journeys that feel personalised, empathetic, and genuinely equitable. They explore defining data points (including BNY Mellon’s $3.2T market opportunity), the behaviour shifts needed from advisers, the generational differences affecting women’s financial experiences, and the leadership gap still evident across wealth management. This is an honest, energizing and deeply human conversation, recorded especially for release on International Women’s Day. | |||
| Episode 26, Part 1 - Fullcast & SBR: Why The Modern GTM Engine Is Breaking | 26 Feb 2026 | 00:19:54 | |
In this opening episode, Guy Rubin of Fullcast joins Alan Morton, and guest co-host Dannii Mathers to unpack why today’s go‑to‑market engines are struggling. Guy explains the real data behind mis-quoting, shrinking win rates, messy AI‑driven top‑of‑funnel volume, and the widening performance delta between top sellers and everyone else. This is a sharp, practical introduction to Fullcast’s “Revenue Intelligence as a Service” report reveals and why data from source is now essential for revenue leaders. | |||
| Episode 25, Part 2 - Private Equity, Tech and the Future of Wealth Management | 15 Feb 2026 | 00:31:20 | |
Explore the forces reshaping wealth management with Dave Mason, Gilly Green and Donald Reid from Solve Partners. From the surge in private equity and cross-border acquisitions to the role of technology and AI in driving efficiency, this episode examines what’s next for the sector. Gain clarity on emerging trends, integration challenges, and how firms can future-proof their operating models in a rapidly consolidating market. Download their white paper here: https://solvetogether.co.uk/insights/consolidation-whitepaper/ | |||
| Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management | 29 Jan 2026 | 00:26:33 | |
Industry leaders from Solve Partners: Dave Mason, Gilly Green and Donald Reid reveal why mergers and acquisitions often suppress organic growth in wealth management. They share practical insights on advisor engagement, cultural integration, and the hidden pitfalls that derail growth post-deal. If you’re considering consolidation or navigating integration, this conversation offers actionable strategies to protect client relationships and accelerate success. Download their white paper here: https://solvetogether.co.uk/insights/consolidation-whitepaper/ | |||
| Episode 24, Part 2 – Jonathan Tweedie: Financial Advice in a Changing World | 15 Jan 2026 | 00:21:01 | |
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. | |||
| Episode 24, Part 1 – Jonathan Tweedie: Wealth Management & Leadership Advice | 04 Jan 2026 | 00:24:00 | |
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. | |||
| Episode 23, Part 2 - Rebecca Williams: Financial Planning for a New Generation | 11 Dec 2025 | 00:22:43 | |
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. | |||
| Episode 23, Part 1 - Rebecca Williams: Reimagining Wealth Through Inclusive Leadership | 30 Nov 2025 | 00:29:59 | |
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. | |||
| Episode 22, Part 2 - Stepan Kopriva: AI’s Real Impact on Your Workforce | 13 Nov 2025 | 00:25:25 | |
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. | |||
| Episode 29, Part 2 - Lucy Houlding (Vanguard): Leadership, Decision‑Making and Growing People | 14 Jun 2026 | 00:13:15 | |
This episode looks at leadership, how you should show up to work every day, and how you should evolve as your organization does. Vanguard's Lucy Houlding reflects on the realities of leading teams in high‑performance environments, from decision‑making under uncertainty to balancing empathy with accountability. | |||