Claim OwnershipThe Growth Workshop Podcast
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© Copyright 2026 Southwestern Family of Podcasts - Southwestern Family of Companies
Description
Jonny Adams & Matt Best will share their 30+ years experience on what growth & revenue acceleration looks like in modern business. With episodes featuring industry leaders, you can hear aspects of leadership, sales, account development and customer success, alongside other critical elements required to build an effective growth engine for your business.
Southwestern/Great American, Inc., dba Southwestern Family of Companies, for itself and its related entities and their assigns, reserves and retains all rights to their copyrighted materials and trademarks contained in this podcast.
Southwestern/Great American, Inc., dba Southwestern Family of Companies, for itself and its related entities and their assigns, reserves and retains all rights to their copyrighted materials and trademarks contained in this podcast.
55 Episodes
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We dive into the heart of revenue performance: why deals truly win or lose. Guy shows how engagement, multithreading, buyer personas, and source data reveal patterns CRM alone can’t. Alan and Dannii translate these insights into practical change: qualification discipline, deal hygiene, better ICP focus, and the behaviours that separate consistently high performers. This is a data‑to‑action masterclass for CROs and RevOps leaders.
This International Women’s Day Special brings together four leaders shaping the future of women’s wealth: Rachael Smith (Evelyn Partners), Rebecca Williams (Rathbones), Alice Wright (Canaccord), and Katia Sand (SBR Consulting). Across this powerful conversation, the panel unpacks the seismic shift placing 60% of UK wealth in women’s hands, the confidence myths holding the industry back, the realities of client experience for women, and the responsibility wealth firms now carry to create journeys that feel personalised, empathetic, and genuinely equitable. They explore defining data points (including BNY Mellon’s $3.2T market opportunity), the behaviour shifts needed from advisers, the generational differences affecting women’s financial experiences, and the leadership gap still evident across wealth management. This is an honest, energizing and deeply human conversation, recorded especially for release on International Women’s Day.
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.
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/
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/
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.
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.
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.
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.
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.
For leaders navigating growth in tech-driven environments, Stepan reveals how early AI research, entrepreneurial grit, and a client-first mindset have shaped his leadership style. He discusses building high-performing teams, balancing technology and human creativity, and scaling sales in a consultancy.
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
This episode explores how organizations can move beyond traditional methods of measuring their impact to a data-driven growth initiative. SBR Consulting Data Insights Lead, Martin Zeman, emphasizes the importance of defining clear objectives, utilizing granular company data to identify genuine opportunities, and continuously monitoring key metrics throughout every project phase. By treating revenue operations as a strategic function and focusing on actionable insights rather than averages or brand reputation, leaders can drive accountability, improve decision-making, and ensure lasting business growth.
In the final part of our interview with Reachdesk founder and CRO Alex Olley, we explore the role of AI in sales, emphasising its capacity to automate repetitive tasks while maintaining the human element in buyer interactions. Alex warns us against over-automation and AI champions, who aim to enhance, not replace, sales conversations. The episode closes with reflections on leadership, personal growth, and the long-term vision of giving back to the next generation of founders.
In part 2 of our talk with Reachdesk founder Alex Olley, we discuss Reachdesk’s bold go-to-market strategy, which aligns every function, marketing, sales, and customer success, around one shared goal: revenue. It details how compensation, planning, and cross-functional collaboration eliminate any friction and drive focus. The episode also reveals how a London startup broke into the US market by going all-in with a differentiated value proposition and a 5x return on investment (ROI) guarantee.
We explore the founding journey behind a high-growth SaaS business (Reachdesk), with its founder, Alex Olley, highlighting the importance of grit, cultural alignment, and hiring for mindset over pedigree. We discuss how their values, “be bold, learn fast, get things done”, shape a resilient team and how a structured, scorecard-driven hiring process ensures long-term success. The conversation also touches on the power of team-based wins and embedding customer-centricity into every role.
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