For the past decade, we've been committed to empowering more people to invest. Through scaling Finimize for Business, we've discovered the profound impact of reshaping businesses' approaches to attracting, engaging, and retaining individual investors.
Consider this: $84 trillion will change hands over the next 20 years, with 50% of that wealth under millennials' control. Additionally, 61% of global wealth will soon be in the hands of retail investors, yet two-thirds of people change their investment providers upon inheriting money.
Those unprepared for this shift risk extinction, while those who adapt stand to dominate.
To support business leaders in this evolution, we're launching The Generation Podcast with Finimize Max Rothery VP of Community!
This series will feature interviews with industry trailblazers, sharing actionable insights on:
👀 Effective marketing strategies for customer acquisition and revenue growth
❤️ Creating products that genuinely add value
🧐 Leadership techniques for building future-ready teams
Our inaugural episode features Chris Worle, the UK's foremost investment platform marketer. Chris spearheaded Hargreaves Lansdown's marketing and digital teams, transforming it into the UK's leading investing platform with 1.8 million clients and over £700 million in annual revenue. He then joined Barclays, where he's revolutionizing the Smart Investor platform by eliminating dealing fees and minimum monthly charges.
In this episode, we discuss:
💸 Leveraging content for revenue generation
🙌 Understanding retail investors' behaviour
🚀 Importance of down-funnel attribution
🤝 Gaining support for digital transformation
Stay tuned for more insights from my chat with Chris over the next few weeks.
Check out the full episode here:
https://lnkd.in/e94JeAA8
Trailblazing Entrepreneur in Cannabis & Psychedelics | software / hardware Innovator | Pioneered with MMPR Lic #005 | 2x seed to IPO (TSX.V / NASDAQ ) > Fractional roles and advisory -High Times Top 50 Women
1yApple makes things. Apple innovates in making its own things. But it’s dining off of Steve’s prior genius. I haven’t seen anything “new” that indicates they have a replacement visionary of his type. I keep hoping to see the “next” thing they change forever and I’m still waiting. That will be the real test. A post Steve “Dent in Universe”. Amazon now makes own items if it’s better to compete against own sellers. There’s no physical “Amazon” per se. Not as “esteem Objects”. Google also is more tech and trend than “esteem”. Apple is the Louis Vuitton of tech. None of those other brands can cross the economic caste system the same. IMHO. Nobody feels icky wearing apple and much esteem. That’s potent. Look at their cash reserves. They’re a nation state and bank. Apple saved music industry from piracy and free and in return essentially became a partner. That alone made them permanent. The other tech folk didn’t mind. Steve was bold enough to side with Music. For his own brilliant evil reasons. And it worked. Bravo. Google, meta and Amazon all want to be like apple and came after Apple. Only Apple is Apple. Century brands are like that. Nintendo for example. IMHO.