FinServ Podcast
av Jamie Hopkins & Dr. David Rhoiney
Nyeste episode
The REBL Dad Blueprint with Derek Notman and Adam Holt
The REBL Dad Blueprint with Derek Notman and Adam Holt
Om denne podkasten
The FinServ Podcast brings together legends and leaders in financial services to show the path they took. We want to inspire the next generation of talent in financial stories through the true leadership stories of industry titans.
Episoder
De 20 nyeste av 32 episoder
- The REBL Dad Blueprint with Derek Notman and Adam Holt · 35 minEveryone talks about work-life balance like it's a switch you flip. Then you miss another dinner, snap at your kids, and wonder how the people who seem to have it together…
- 31. Your Retirement Sketchbook: Designing a Life Beyond Money with Jamie Hopkins & Bonnie Treichel · 42 minIn this engaging conversation, Jamie Hopkins and Bonnie Treichel dive into the inspiration behind Your Retirement Sketchbook and challenge the traditional way we think about…
- 30. Standing Out When Everyone’s Applying for the Same Job with Victoria O’Tool · 31 minEveryone tells you to “just apply online” and hope for the best. Then you apply to 100 roles, hear nothing back, and start wondering what you’re missing. In this episode, Jamie…
- 29. Fifty-Year Relationships: Building Trust in Fintech with David Benskin · 30 minIn this episode, Jamie sits down with David Benskin, Founder and CEO of Wealth Access, to talk about what it takes to build a fintech company that people trust, and why…
- 28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis · 35 minThere’s a lot of talk about the talent gap in financial services, but not enough about what it actually takes to build the next generation of great advisors. Jamie Hopkins sits…
- 27. Tokenization, Stablecoins, and the Future of Digital Assets with Will Peck · 32 minJamie Hopkins sits down with Will Peck, Head of Digital Assets at WisdomTree, for a deep dive into tokenization, stablecoins, and the future of digital assets. From the rise of…
- 26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor · 36 minIn this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it. Here’s…
- 25. How AI Agents Are Changing the Game for Financial Advisors with John Connell · 26 minIn this episode, Jamie and special co-host Brodrick Lothringer explore how artificial intelligence is reshaping the future of financial advising—with insight from John Connell…
- 24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden · 33 minIn this episode, Jamie and special co-host Brodrick Lothringer explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth…
- 23. Access and Advocacy in Finance with Dale Brown · 23 minRegulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of the Financial Services Institute, he’s fighting to keep advice accessible for everyday…
- 22. Finding Your Brand with Samantha Russell · 36 minYour work doesn’t speak for itself—you do. Marketing guru Samantha Russell joins the show to reveal how financial advisors can stand out without feeling overly promotional. From…
- 21. The Future of Finance with Tyrone Ross · 38 minIn this episode, Tyrone Ross shares his journey from juvenile probation officer to leader in finance, exploring the loneliness that can come with leadership and the value of…
- 20. The First 90 Days: How to Start Your New Job · 35 minThis episode shares tips for making a great impression in the first 90 days of a new job. We break down a simple 30-60-90 day plan to help you settle in, learn the company…
- 19. Salary Negotiation with Emily Binder · 34 minIn this episode, Emily Binder shares how to negotiate salaries and advance your career with confidence. She offers practical tips from her experience and from Chris Voss's book…
- 18. This Could’ve Been an Email… · 31 minHow could a single misstep in email etiquette affect your career? This episode dissects the do's and don'ts of effective email communication. Learn the basics like addressing…
- 17. Unique Routes to Thriving in Finance with Bradley Xaltipa · 26 minWhat if you could turn your unique heritage and passions into powerful tools for professional success? This week on the FinServ Podcast, we sit down with Bradley Xaltipa, a…
- 16. How Listening to Clients Can Transform Your Business with Bonnie Treichel · 29 minReady to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and…
- 15. Finance in Agriculture and the Alt Frontier with Dr. Craig Lemoine · 31 minDiscover the world of agriculture through the lens of finance with Dr. Craig Lemoine, who joins us to talk shop about the specialized needs of farmers and ranchers. We get into…
- 14. Tight Aggressive: The Journey Into Quantitative Finance with Cliff Asness · 32 minHow did a middle-class kid go from watching superhero cartoons to scaling the heights of Wall Street? Cliff Asness, the quantitative virtuoso behind AQR, pulls back the curtain…
- 13. Charting a Path in Finance: Utilizing Community · 34 minThe journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ…
