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Matt Best

๐Ÿ‘ค Speaker
635 total appearances

Appearances Over Time

Podcast Appearances

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

Hello and welcome to the Growth Workshop Podcast with your hosts, me, Matt Best, and Jonny Adams.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

In this podcast, we'll be sharing insights from our combined 30 plus years experience and hearing from other industry leaders to get their thoughts and perspectives on what growth looks like in modern business.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

We'll cover all aspects of leadership, sales, account development, and customer success, alongside other critical elements required to build an effective growth engine for your business.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

This podcast is aimed at leaders from exec all the way down to line managers.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

Welcome back to the Growth Workshop podcast with myself, Matt Best, and Jonny Adams, and continued discussion with Jonathan Tweedy from RBC Brew and Dolphin.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

Jonny, I had a cool conversation with one of those US firms just around what the government in the US are mandating in terms of its benefits and things that need to be in place.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

You talk about corporates and the regulator.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

So corporate...

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

What are some of the things, and I know we're going to potentially open some cans of worms, but for me, there's a couple of things here.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

There's a bit of a kind of mandating what the future needs to look like.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

There's going to need to be some policy that helps drive that forward, but there also needs to be that sort of willingness.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

Which of those things do you think is going to happen fastest?

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

Do you think it'll be corporate saying, you know what, this is a sufficient benefit for our employee base that actually we're going to provide a service that helps financial health of our employees?

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

Or do you think it's more likely that the government will do something first?

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

I'd like to go back, Jonathan, you mentioned something about providing advice and the story you told about your son and how what you were sharing with him or what he was seeing didn't feel relevant or appropriate to him.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

The other thing, of course, in all of this is where technology can help support and reach in that market because we can't wait for this educational change to happen at school level because otherwise we're 50 years away from the problem.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

We've got to find a way to reach those students.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

soon to be retirees or soon to inherit wealth and we've got to be able to reach those who are coming into that you know 18 early 20s or even in their um you know in in a sort of later stage of life so what's your view on how technology and perhaps even ai can help reach well help help make make your business or this industry's business is more effective but then also help reach this um this audience better

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

Brilliant.

The Growth Workshop Podcast
Episode 24, Part 2 โ€“ Jonathan Tweedie: Financial Advice in a Changing World

Jonathan, thank you.

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