The Growth Workshop Podcast

Most financial advisory firms focus on generating more leads when the real growth constraint sits elsewhere. Part 1 of this episode with guest Jon Macintosh explores how Saltus evolved from investment management to advice, why client trust drives retention, and how better data, sales capability and digital marketing helped create sustained organic growth. Listeners will learn how to identify hidde...

Part 3 of this conversation covers revenue enablement, cross-functional alignment, leadership visibility, culture under pressure, and the measures that enablement leaders should prioritize to prove impact, featuring Roxanna Marazzi of RM Consultancy. This is for senior commercial leaders trying to scale without losing collaboration, accountability or the human connection that drives performance.

In part 2 of this series, Roxanna Marazzi of RM Consultancy, Matt and Dannii discuss mindset, attitude, coachability, emotional intelligence, role fit and why high performers do not automatically become strong leaders. This episode is for sales leaders, RevOps, talent and enablement teams who need a more objective way to identify people who can learn, adapt and grow.

In this opening episode of a 3-part series, Roxanna Marazzi of RM Consultancy shares how sales leaders, HR, sales ops and enablement can move from ad hoc training requests to a shared view of performance gaps, capability gaps and role alignment. This is for revenue, sales, and enablement leaders who want enablement to prove measurable impact, not just deliver training.

The final part of our wide-ranging talk with Benne Peto shifts from program design to operating model: how to win senior and middle-management support, how leadership capability differs from practitioner capability, and how the profile becomes organizational IP for recruitment, succession and continuous improvement. It ends with a strong closing message on why targeted development outperforms well...

Part 2 with Benne Peto gets under the bonnet of the model: how to assess potential rigorously, why the nine-box grid falls short, and how psychometrics plus observation reveal the real “sweet spot” for sustained performance. It is the most practical section for leaders trying to move from intuition to evidence in talent decisions.

Benne Peto opens with her commercial-to-HR journey and explains why growth-focused people strategy starts with business outcomes, not learning activity. The conversation then lands on the core argument: one-size-fits-all development is expensive theatre unless it is targeted at the people and capabilities most likely to shift performance.

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.

Lucy Houlding from Vanguard Asset Management shares her story, from working in Chile to the UK, exploring Vanguard’s approach to value & communication, and Lucy’s own lessons with scrutiny and change. This episode is all about understanding how strong cultures and clear purpose enable growth that lasts.

Part 2 of our episode with Kluster's Rory Brown gets practical: Rory and Jonny Adams walk through a hypothetical joint client and show how Kluster’s quantitative insight pairs with SBR’s enablement to close performance gaps. Rory breaks down leading vs lagging indicators, why “sheep dip” KPIs fail, and how to reverse-engineer every rep’s route to quota. The episode closes with Rory’s grounded view...

In Part 1 of this episode, Rory Brown (Chief Commercial Officer at Kluster) reframes forecasting as an executive decision tool, not a spreadsheet ritual. He explains why many businesses still “feel” their way through board reporting, how latency and fragmented data kill credibility, and why sales forecasting becomes politics when culture rewards narratives over evidence. You’ll hear how Kluster bl...

In Part 3 of our episode, Matt Ring argues that ‘sales enablement’ is too narrow – the real job is revenue enablement across the full customer lifecycle. He shares practical segmentation frameworks for focusing on strategic, future‑potential and volume accounts, and debates how AI and signal data can support rather than replace human judgment. Matt then opens up about two major crises – Facebook’s...

In Part 2 of this episode, Matt Ring takes us inside Deliveroo’s nine‑country operation and its multi‑billion‑pound marketplace. He unpacks how seemingly small product changes, like Rider Check‑in, drive customer experience, loyalty, and margin in a tight unit economics model. Matt then digs into building a global GTM calendar around local commercial priorities, how to hold a core narrative while...

In Part 1 of this episode, global commercial leader Matt Ring charts his journey from selling TV ads at Sky to building enablement and go‑to‑market at Deliveroo. He shares the painful moment when a long‑awaited product launch flopped because no one was prepared for the change – not sales, not restaurants. Matt explains how this led to a deceptively simple “T‑shirt sizing” framework that helped Del...

In the final part, the panel tackle seller capability: what top performers really do differently, how to surface it through data, and how leaders can personalise development based on potential. Guy, Alan, and Dannii explore AI’s role in coaching, readiness, automation, and reducing seller noise, and Jonny closes by reframing AI adoption as a people challenge, not a tooling one. A sharp, forward‑lo...

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 masterc...

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 realit...

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...

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 ra...

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 strate...

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-...

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 c...

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 co...

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.