If you’re counting up “magnificent” stocks and you get to seven, SEI’s Jim Smigiel says you might want to check your arithmetic. At most, there are three. Jim dropped by the Finimize studio recently to chat with our own Carl Hazeley about those much-touted stocks, why passive investing’s glory days are behind us, and why a good investor is humble, self-aware, diversified, and paranoid.

Listen in the Finimize app, or wherever you get your podcasts.

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

Subscribe to the Finimize Newsletter: https://finimize.com/

Today we're bringing you the latest episode from our sister-show at Finimize, Generation.

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://finimize.com/

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

Today's episode is from our sister show here at Finimize, Generation .

The financial services industry is going through a seismic change - the great wealth transition - that means modern retail investors are more important than ever before.

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 talks to Dan Hegarty, founder of digital mortgage broker Habito and, more recently, Communion Saves. The two-time startup founder says he finds greater creative success in focusing on one thing at a time, zeroing in on brand in the early stages, and finding a human truth that resonates with customers.

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 Finimize Newsletter: https://finimize.com/

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