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Episode 21, Part 2 - Rachael Smith: Redefining Growth in Wealth Management

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Content provided by Southwestern Family of Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Southwestern Family of Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Rachael Smith, Head of Growth at Evelyn Partners and former EasyJet leader, shares how behavioural science, branding, and sales–marketing alignment can drive transformation in both aviation and wealth management. She explores lessons learned from nudge theory on flights, the power of client insight, and why a vertical approach is reshaping the industry. Rachael also discusses the urgent need to build a wealth management model that truly serves women as they become the fastest-growing segment of wealth holders.

  continue reading

43 episodes

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Manage episode 512688273 series 3535257
Content provided by Southwestern Family of Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Southwestern Family of Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Rachael Smith, Head of Growth at Evelyn Partners and former EasyJet leader, shares how behavioural science, branding, and sales–marketing alignment can drive transformation in both aviation and wealth management. She explores lessons learned from nudge theory on flights, the power of client insight, and why a vertical approach is reshaping the industry. Rachael also discusses the urgent need to build a wealth management model that truly serves women as they become the fastest-growing segment of wealth holders.

  continue reading

43 episodes

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