It’s rare to meet an Emmy-winner in finance. And Theresa McLaughlin has one for good reason. From leading viral campaigns that redefined banking to transforming TD Bank into Canada’s most valuable brand, Theresa’s track record speaks for itself. She joins Max in the studio and shares how she champions a "B to H" (Business to Human) approach, which metrics are front and center on her dashboard, how she secures C-suite buy-in, and manages an 800-person team with a $500M marketing b...

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: htt...

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 dow...

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 ...

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 Newsl...

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 ...

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 desi...

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 w...

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 wh...