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…
8 months, 1 week 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 …
9 months 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…
9 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…
10 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…
10 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 …
10 months, 3 weeks 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…
11 months 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…
11 months, 2 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…
1 year 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…
1 year ago