The Growth Workshop Podcast

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.

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 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

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

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.