Podcast Episodes
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Episode 24, Part 1 – Jonathan Tweedie: Wealth Management & Leadership Advice
Jonathan Tweedie, Managing Director at RBC Brewin Dolphin, shares his journey from army officer to financial sector leader, reflecting on decision-ma…
3 months, 2 weeks ago
Episode 23, Part 2 - Rebecca Williams: Financial Planning for a New Generation
Rebecca Williams, divisional lead for financial planning at Rathbones, explores how financial advice is evolving for younger generations. She shares …
4 months, 1 week ago
Episode 23, Part 1 - Rebecca Williams: Reimagining Wealth Through Inclusive Leadership
Rebecca Williams, divisional lead for an FTSE 250-listed company, shares her journey from an accidental entry into financial services to becoming a c…
4 months, 2 weeks ago
Episode 22, Part 2 - Stepan Kopriva: AI’s Real Impact on Your Workforce
Looking at the future of business, Stepan explores how AI is transforming from conversational agents and back-office automation to hyper-personalised…
5 months ago
Episode 22, Part 1 - Stepan Kopriva: From AI Engineer to CEO – Lessons in Leadership
For leaders navigating growth in tech-driven environments, Stepan reveals how early AI research, entrepreneurial grit, and a client-first mindset hav…
5 months, 2 weeks ago
Episode 21, Part 3 - Rachael Smith: Purpose, Leadership, and Inclusive Wealth
In this episode, Rachael Smith reflects on purpose-driven leadership and her vision for a more inclusive wealth management industry. She unpacks the …
6 months ago
Episode 21, Part 2 - Rachael Smith: Redefining Growth in Wealth Management
Rachael Smith, Head of Growth at Evelyn Partners and former EasyJet leader, shares how behavioural science, branding, and sales–marketing alignment c…
6 months, 1 week ago
Episode 21, Part 1 - Racheal Smith: Building Resilient Leaders & Scalable Organisations
Discover how to create growth frameworks that drive both immediate impact and long-term success, from commercial and marketing executive leader Racha…
6 months, 3 weeks ago
Episode 20, Part 2 - Owning the Narrative in a Noisy Market, with Stuart Dale
Stuart Dale, Founder of OrbitalX, leads a conversation focused on how the buyer journey has changed, with most decisions happening before prospects e…
7 months ago
Episode 20, Part 1 - From Predictable Revenue to Signal-Led Growth, with Stuart Dale
Stuart Dale, Founder of OrbitalX, explores the decline of the traditional “Predictable Revenue” model and the rise of AI-enabled, signal-led growth s…
7 months, 3 weeks ago