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Reimagining Wealth Through Inclusive Leadership

29 min podcast

About this episode

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.

Available anywhere you usually listen to podcasts

Speakers

Rebecca Williams

Divisional Lead (London) at Rathbones Financial Planning

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners.

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.

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