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Financial advice in a changing world

21 min podcast

About this episode

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 personalise 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.

Available anywhere you usually listen to podcasts

Speakers

Jonathan Tweedie

Managing Director at RBC Brewin Dolphin

A proven leader in the Wealth Management Industry helping protect and grow peoples wealth.

Jonny Adams

Managing Consultant of SBR Consulting

Jonny is a chartered management consultant who leads global transformation programmes for over 15 years, across multiple sectors.

Matt Best

Principal Consultant of SBR Consulting

With over 15 years working support customer success teams, Matt drives revenue growth through strategic sales transformation programmes.

Ready to accelerate your revenue growth?