Retail Investors Decoded

Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and ex-VP of Sales and Marketing at Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more.

Partner with us: https://business.finimize.com/

Subscribe To the Finimize newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth. Get insider tips on leadership, mentorship, and crafting bold, visionary marketing strategies. Perfect for aspiring CMOs and seasoned pros alike—this episode is your blueprint for marketing success.

Partner with us: https://business.finimize.com/

Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

You’ve probably heard of the Net Promoter Score, or NPS. But on this episode of the Generation Podcast, Hannah Grove - ex-State-Street CMO and now board member at global investment manager abrdn - is going to show you how to harness it. 

She sat down with Max to discuss how Hannah transformed State Street as a marketeer, why NPS should be a CMO’s number 1 metric, and why it’s so hard to create great content in-house. 

Partner with us: https://business.finimize.com/

Subscribe to the Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Chad West knows how to grow a fintech firm: he led marketing at Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting down with Max to talk about fintech growth.

Partner with us: https://business.finimize.com/

Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of the next generation of financial services, so you won’t want to miss this.

Partner with us: https://business.finimize.com/

Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Dave Myszewski knows what it feels like to build a product that delivers exponential growth – and that’s shaped how he leads a team. On today’s Generation Podcast, Max sits down with the legendary fintech product builder.

Partner with us: https://business.finimize.com/

Subscribe to the Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Max Rothery: https://www.linkedin.com/in/maxrothery/

It's an achievement to build a disruptive, innovative startup in any industry. It's another entirely to build it in one that revolves around a subject no-one wants to talk about: death.

But that's exactly what today's guest Dan Garrett - founder and CEO of will-writing company Farewill - has done. In less than a decade Dan's built the biggest will-writer in the UK, a leading firm in an industry that sits at the heart of the great wealth transfer.

In this episode, Dan talks about how to design a lean org structure to supercharge product growth, why he thinks being understaffed is actually necessary to stay innovative and how they used design to achieve an NPS score in the 90s.
 
Partner with us: https://business.finimize.com/

Subscribe to the Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Max Rothery: https://www.linkedin.com/in/maxrothery/

Dan Hegarty can multitask, sure, but the two-time startup founder says he finds greater creative success in focusing on one thing at a time. With digital mortgage broker Habito and his latest startup the savings-focused Communion, that’s meant zeroing in on brand in the early stages, and finding a human truth that resonates with customers.

In today’s episode, 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."

Partner with us: https://business.finimize.com/

Subscribe to the Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Max Rothery: https://www.linkedin.com/in/maxrothery/

Welcome to the Generation podcast.

The great wealth transition is coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry. 

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 chews the fat with Chris Worle, a former Chief Digital Officer at Hargreaves Lansdown who's now a Managing Director at Barclays leading their Smart Investor platform.

Chris spent 19 years at Hargreaves Lansdown, and helped take them from a direct mail business to the UK’s largest investment platform. 

Chris talks about how to use content to drive revenue, the importance of down-funnel attribution, and getting buy-in for a successful digital transformation. 

Partner with us: https://business.finimize.com/

Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Max Rothery:
https://www.linkedin.com/in/maxrothery/