The Growth Workshop Podcast

In this episode, Rachael Smith reflects on purpose-driven leadership and her vision for a more inclusive wealth management industry. She unpacks the inequalities women face in building and managing wealth, the frameworks that guide her personal and professional purpose, and the leadership playbook needed to navigate crises and change. With energy and clarity, Rachael shows how aligning purpose with growth creates lasting impact for both organisations and society.

Rachael Smith, Head of Growth at Evelyn Partners and former EasyJet leader, shares how behavioural science, branding, and sales–marketing alignment can drive transformation in both aviation and wealth management. She explores lessons learned from nudge theory on flights, the power of client insight, and why a vertical approach is reshaping the industry. Rachael also discusses the urgent need to build a wealth management model that truly serves women as they become the fastest-growing segment of wealth holders.

Discover how to create growth frameworks that drive both immediate impact and long-term success, from commercial and marketing executive leader Rachael Smith. Leaders will find practical guidance on stakeholder mapping, onboarding, and navigating change with agility. For organizations, it explores how to align teams around client-focused strategies, establish growth enablers, and scale sustainably. Rachael shares innovative blueprints for change.

Stuart Dale, Founder of OrbitalX, leads a conversation focused on how the buyer journey has changed, with most decisions happening before prospects ever engage with sales. It stresses the importance of brand consistency, long-term narratives, and aligning marketing with sales to cut through the noise. Practical takeaways include improving audience quality, rebalancing content toward thought leadership, and using signals—large and small—to guide outreach and accelerate growth.

Stuart Dale, Founder of OrbitalX, explores the decline of the traditional “Predictable Revenue” model and the rise of AI-enabled, signal-led growth strategies. It highlights the balance between automation and human creativity, emphasising storytelling, proprietary insights, and thought leadership as the foundations of demand generation. Listeners gain practical ideas on how to build programmes around narrative, masterclasses, and unique data to stand out in a crowded market