The Growth Workshop Podcast

Episode 26, Part 1 - Fullcast & SBR: Why The Modern GTM Engine Is Breaking

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

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/ [https://solvetogether.co.uk/insights/consolidation-whitepaper/]

Episode 25, Part 1 - Why M&A Stalls Organic Growth in Wealth Management

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/ [https://solvetogether.co.uk/insights/consolidation-whitepaper/]

Episode 24, Part 2 – Jonathan Tweedie: Financial Advice in a Changing World

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

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.