The Growth Workshop Podcast

This episode looks at leadership, how you should show up to work every day, and how you should evolve as your organization does. Vanguard's Lucy Houlding reflects on the realities of leading teams in high‑performance environments, from decision‑making under uncertainty to balancing empathy with accountability.

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 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.

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.

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.

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.

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.