About Generation: Financial Services | Marketing | Product | Career
Retail investors make up around 40% of the US stock market, and yet most financial firms still don’t know how to reach them.
Retail Investors Decoded is on a mission to change that.
Every episode, Finimize CEO Carl Hazeley sits down with experts from leading firms to decode what it really takes to engage modern retail investors – across stocks, pensions, private markets, crypto and everything in between.
Produced by Finimize for Business – the team that’s spent over a decade building the world’s most engaged community of more than a million modern retail investors.
Talk to Finimize about how we can help you reach modern retail investors:
https://finimize.com/business (https://finimize.com/business)
LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7350525208211931136
Building a $9bn ETF empire in a world of gold, grifter and alien funds
Host Carl interviews Hector McNeil, co-founder and co-CEO of HANetf, about building a successful ETF empire by focusing on innovation and speed.
25 Aug 2026TRANSCRIPT
The CMO teaching IR teams to understand retail investors
CMO Katie Perry shares insights on how investor relations teams can better understand retail investors, drawing from her experience growing Public.com and her new book.
6 Aug 2026
Brian Byrnes on how Moneybox built a pensions and ISA empire
Host Carl interviews Brian Byrnes, Director of Personal Finance at Moneybox, exploring how the platform's product-agnostic approach and personalized guidance revolutionized pension and ISA investing.
30 Jul 2026TRANSCRIPT
BONUS Episode: What investors really think about AI, crypto and market volatility
Host Carl and Fraser Munro, Head of Partnerships, explore investor sentiment on AI, crypto, and market volatility based on a global survey.
16 Jul 2026
Maike Currie: The gender pension gap, finfluencers and why everyone's an investor
Carl interviews Maike Currie, VP of Personal Finance at PensionBee, about the gender pension gap and why everyone is an investor, revealing industry and government solutions.
30 Jun 2026
Richard Flynn: UK retail investing, scrapping stamp duty & using AI "intentionally"
Host Carl Hazeley interviews Richard Flynn, MD of Charles Schwab UK, about boosting UK retail investor engagement beyond mere participation.
21 Nov 2024TRANSCRIPT
Theresa McLaughlin (T Rowe Price) | An Emmy-Winning CMOs Secret To Getting C-Suite Buy-in
Theresa McLaughlin, CMO of T Rowe Price, reveals her Emmy-winning approach to securing C-suite buy-in and championing a "Business to Human" marketing strategy.
30 Oct 2024TRANSCRIPT
Margaret Jobling (Natwest) | Marketing That Actually Drives Revenue
Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend? Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a balance of brand building, performance, and experimentation. With a career spanning iconic brands like Cadbury’s, British Gas, and Bird’s Eye, Margaret reveals how to break free from “rearview” marketing, and drive real business impact.Partner with us: https:...
9 Oct 2024TRANSCRIPT
Nils Leonard (Uncommon) | Building Brands People Actually Wish Existed
Imagine being handed a million pounds to develop a groundbreaking idea—but you can’t get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-founder of one of the hottest creative agencies on the planet, Uncommon.Nils has led viral campaigns for brands like British Airways, Nike, Monzo, and EA Sports, earning multiple Grand Prix Awards at Cannes Lions along the way. Max and Nils break down ...
25 Sept 2024TRANSCRIPT
The Secrets Behind Great Product Leadership, With Adam Nash (Wealthfront, Daffy, Linkedin, Dropbox)
Adam Nash is one of the most influential leaders in fintech. As the former President and CEO of Wealthfront, he scaled assets under management from $100 million to over $4 billion. He's also held pivotal roles at top Silicon Valley companies like Apple, eBay, LinkedIn, and Dropbox. Right now, Adam's leading his latest venture, Daffy, a start-up democratizing charitable giving.Today, Adam and Max talk about the true meaning of trust in the world of finance, Adam’s biggest lesson from working w...
12 Sept 2024TRANSCRIPT
Ex-UBS CMO Johan Jervøe: Why Your Brand Needs Emotion To Truly Build Trust
Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and 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
29 Aug 2024TRANSCRIPT
Inside iShares' $2 Trillion Growth: Ex-BlackRock's Alex Craddock's CMO Masterclass
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 Newslet...
31 Jul 2024TRANSCRIPT
Harness The Power Of NPS, With Ex-State Street CMO Hannah Grove
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/ (https://business.finimize.com/)
Subscribe to the Finimize Newsletter: https://finimize.com/ (https://finimize.com/)
25 Jun 2024TRANSCRIPT
How Revolut Grew To Its First 10 Million Customers, With Chad West, Their First Marketing Hire
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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/ (https://business.finimize.com/)
Subscribe To Finimize Newsletter: https://finimize.com/ (https://finimize.com/)
12 Jun 2024TRANSCRIPT
How AI Will Transform Fintech Innovation, With Lex Sokolin Of Generative Ventures
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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/ (https://business.finimize.com/)
Subscribe To Finimize Newsletter: https://finimize.com/ (https://finimize.com/)
29 May 2024TRANSCRIPT
How To Build A Product Customers Crave, With Wealthfront's Dave Myszewski, Engineer On The Original iPhone
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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/ (https://business.finimize.com/)
Subscribe To Finimize Newsletter: https://finimize.com/ (https://finimize.com/)
Max Rothery: https://www.linkedin.com/in/maxrothery/ (https://www.linkedin.com/in/maxrothery/)
9 May 2024TRANSCRIPT
Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'
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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/ (https://business.finimize.com/)
Subscribe to the Finimize Newsletter: https://finimize.com/ (https://finimize.com/)
Max Rothery: https://www.linkedin.com/in/maxrothery/ (https://www.linkedin.com/in/maxrothery/)
24 Apr 2024TRANSCRIPT
Dan Hegarty, Habito Founder, On Making Your Brand “Unignorable”
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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/ (https://business.finimize.com/)
Subscribe To Finimize Newsletter: https://finimize.com/ (https://finimize.com/)
Max Rothery: https://www.linkedin.com/in/maxrothery/
10 Apr 2024TRANSCRIPT
Barclays Managing Director Chris Worle, On How To Build A Profitable Growth Engine
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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/ (https://business.finimize.com/)
Subscribe To Finimize Newsletter: https://finimize.com/ (https://finimize.com/)
Max Rothery:
https://www.linkedin.com/in/maxrothery/
Inside a recent episode
Building a $9bn ETF empire in a world of gold, grifter and alien funds
Published 8 Sept 2026 · Transcript excerpt
[…] But that exists still, right? And I always say, if you go into a car garage and you like the car in the corner and you say to the guy, how much is it? And he says, oh, you've got to buy it first and I'll tell you tomorrow. When would you ever do that, right? So ETFs lend themselves into that world really, really well. And I think what's really interesting is you've got this sort of... ever expanding smorgasbord of product. You know, and I think that's really the revolution. I mean, to the point where I think there's more ETFs than equities. So, you know, that's the first time. But then again, if you look at mutual funds, there's probably 10 to 20 times as many mutual funds as there is ETFs. […]
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