Today's episode is from our sister show here at Finimize, Generation .
 
The financial services industry is going through a seismic change - the great wealth transition - that means modern retail investors are more important than ever before. 

That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with modern investors.

In this episode Max talks to Dan Hegarty, founder of digital mortgage broker Habito and, more recently, Communion Saves.  The two-time startup founder says he finds greater creative success in focusing on one thing at a time, zeroing in on brand in the early stages, and finding a human truth that resonates with customers.

Dan talks to Max about the challenges of scaling and positioning a fintech brand, and the importance of taking creative risks (even when they’re uncomfortable). And he shared this unforgettable quote: "You've got to make yourself unignorable in the world."

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