CEO Stories: Wealth management boss on leadership, AI and financial literacy
BRI Wealth Management CEO Dan Boardman-Weston is the latest guest on season four of CEO Stories, the podcast from Greater Birmingham Chambers of Commerce.
The episode is available to listen to on all major listening apps such as Apple Podcasts and Spotify.
Having initially joined BRI as a trainee, Dan eventually succeeded his dad, Simon, as CEO of the Meriden-based wealth management and financial planning firm.
In this episode, he talks to Henrietta about making that transition and navigating his way through the challenges of leadership at a young age.
We also hear his thoughts on the current state of play with the economy and the financial markets - and why he feels financial literacy across the UK needs to be better.
Henrietta Brealey is currently on maternity leave. This interview was pre-recorded. All information was correct at the time of recording.
CEO Stories is a monthly podcast hosted by Henrietta Brealey, who in 2021 became the youngest chief executive in the Chamber’s history.
A new episode is published on the first Monday of every month.
Throughout the series, Henrietta is joined by a variety of well-known and emerging business leaders, who will reveal what makes them tick, who inspired them and the advice they would give to aspiring CEOs.
Previous guests include former NEC Group chief executive Paul Thandi, ex-Birmingham City Council CEO Deborah Cadman, TV chef Liam Dillon and Chamber presidents past and present, Deb Leary and Nasir Awan.
You can listen and subscribe to CEO Stories now on the following listening platforms:
If you like what you've heard and are interested in learning about opportunities to partner with the CEO Stories podcast, contact head of media and communications Dan Harrison at [email protected]
