Introducing...The Generation Podcast
Today's show is a special guest episode brought to you by our new sister show here at Finimize, Generation. 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 w...