The Growth Workshop Podcast

Southwestern Family of Podcasts - Southwestern Family of Companies

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.

72 épisodes

Episode 33 - Dr. Amy D’Aprix: The Human Skills Driving Organic & Adviser Growth
30/10/2026
33:00
Financial advisers often lack the confidence to connect personal circumstances with financial planning. Dr. Amy D’Aprix of Lifebridge Strategies joins Jonny Adams to introduce the practical LERA framework: Listen, Empathize, Reassure and Act. Learn how stronger human conversations can build emotional trust, improve client retention, support multigenerational wealth transfer and create organic growth, without adding unnecessary time to client meetings.
Episode 32, Part 2 - Jon Macintosh: Why Most Acquisitions Fail After Completion
14/10/2026
23:29
Acquiring businesses is easy. Integrating them successfully is where value is created or destroyed. In part 2 of this episode, Jon “Tosh” Macintosh explains Saltus' approach to acquisitions, the importance of cultural fit, why honesty wins deals, and how leadership teams can scale without creating operational fragility. The discussion concludes with practical lessons on culture, growth constraints and building a business designed to last.
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Episode 32, Part 1 - Jon Macintosh: The Systems Behind Consistent Organic Growth
29/09/2026
18:12
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 hidden leaks in their revenue engine and improve conversion without simply increasing marketing spend.
Episode 31, Part 3 - Roxanna Marazzi: Scaling Teams with the Same Discipline You Give Your Clients
14/09/2026
20:19
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.
Episode 31, Part 2 - Roxanna Marazzi: Hire, Assess, & Develop People Beyond Past Performance
30/08/2026
20:54
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.
Episode 31, Part 1 - Roxanna Marazzi: Sales Enablement for Commercial Impact
16/08/2026
21:33
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.
Episode 30, Part 3 - Benne Peto: Turning Talent Insight into Lasting IP
30/07/2026
21:16
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-meaning but average programs.
Episode 30, Part 2 - Benne Peto: How to Assess Potential Properly with Data
14/07/2026
24:12
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.
Episode 30, Part 1 - Benne Peto: Why Generic Development Programs Aren't Sustainable
29/06/2026
20:57
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.
Episode 29, Part 2 - Lucy Houlding (Vanguard): Leadership, Decision‑Making and Growing People
14/06/2026
13:15
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.

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The Growth Workshop Podcast

Southwestern Family of Podcasts - Southwestern Family of Companies

72 épisodes

Episode 33 - Dr. Amy D’Aprix: The Human Skills Driving Organic & Adviser Growth

Episode 32, Part 2 - Jon Macintosh: Why Most Acquisitions Fail After Completion

Episode 32, Part 1 - Jon Macintosh: The Systems Behind Consistent Organic Growth

Episode 31, Part 3 - Roxanna Marazzi: Scaling Teams with the Same Discipline You Give Your Clients

Episode 31, Part 2 - Roxanna Marazzi: Hire, Assess, & Develop People Beyond Past Performance

Episode 31, Part 1 - Roxanna Marazzi: Sales Enablement for Commercial Impact

Episode 30, Part 3 - Benne Peto: Turning Talent Insight into Lasting IP

Episode 30, Part 2 - Benne Peto: How to Assess Potential Properly with Data

Episode 30, Part 1 - Benne Peto: Why Generic Development Programs Aren't Sustainable

Episode 29, Part 2 - Lucy Houlding (Vanguard): Leadership, Decision‑Making and Growing People