FinServ Podcast

Jamie Hopkins & Dr. David Rhoiney
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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. 

  1. OCT 30

    28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis

    There’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 down with Lindsey Lewis MBA, ChFC®, CFP®, to get real about what that path looks like: early exams, late nights, failed attempts, and the confidence that comes from finally earning your credentials. They talk through why education still matters, how designations can open doors, and what young professionals can do right now to stand out in a crowded industry. Whether you’re already deep into your CFP® studies or just figuring out your first move, this conversation is full of practical advice and honest encouragement from someone who’s lived it. Connect with us below! Jamie Hopkins on LinkedIn FinServ Foundation Lindsey Lewis on LinkedInInfluencing FinanceIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below. >>FinServ Foundation Website

    35 min

  2. SEP 15

    27. Tokenization, Stablecoins, and the Future of Digital Assets with Will Peck

    Jamie 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 tokenized money market funds to the regulatory frameworks shaping stablecoins, this conversation explores how blockchain is transforming financial services. Jamie and Will also pull back the curtain on what “digital assets” really mean today—beyond the headlines about crypto. Whether you’re skeptical, curious, or already experimenting with tokenization, this episode will challenge how you think about the next wave of innovation in asset management Connect with us below! Jamie Hopkins on LinkedIn FinServ Foundation William PeckWisdomTreeIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below. >>FinServ Foundation Website

    32 min

  3. JUN 10

    26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor

    In 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 the core issue: advisors say they’re client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations. Meanwhile, research shows clients stay loyal because of service, not performance. This episode is a must-listen for founders, advisors, and anyone who wants to build a business rooted in trust, not jargon. Connect with us below! Zach Conway on LinkedInKelsey McKenna on LinkedInSeeds InvestorJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn PodPonyIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below. >>FinServ Foundation Website

    36 min

  4. MAY 27

    25. How AI Agents Are Changing the Game for Financial Advisors with John Connell

    In 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, Co-founder and CEO of Focal. While many tools promise efficiency, Focal delivers real transformation: AI agents that work across platforms—planning tools, CRMs, and more—to take real action, not just notes. With up to 15 hours saved each week, advisors can grow their client base and focus on the human side of the business. John also explains how Focal is tackling critical concerns around data privacy and compliance through stateless design and enterprise-grade security. We discuss why in-person meetings may actually grow in value, how firms are protecting their proprietary data, and what it takes to stay competitive in an AI-driven landscape. If you’re curious about what meaningful AI integration really looks like—or how to future-proof your firm while keeping clients front and center—this conversation is for you. Connect with us below! John Connell on LinkedInFocalJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn PodPonyIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below. >>FinServ Foundation Website

    26 min

  5. MAY 20

    24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden

    In 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 Director and Vice President at Bryn Mawr Capital Management. While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically. We talk about why communication is the make-or-break skill in financial advising, how to build trust fast, and what it takes to grow a business with intention. If you’re thinking about a future in wealth management, or looking to break through a plateau, this conversation is for you. Connect with us below! Brandon McFadden on LinkedInBryn Mawr Trust Capital ManagementJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn PodPonyIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below. >>FinServ Foundation Website

    33 min

  6. APR 3

    23. Access and Advocacy in Finance with Dale Brown

    Regulations 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 Americans. In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry.  Connect with us below! Dale Brown on LinkedInFinancial Services InstituteJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn PodPonyIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below. >>FinServ Foundation Website

    23 min

  7. MAR 13

    22. Finding Your Brand with Samantha Russell

    Your 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 documenting your journey in public to leveraging client questions for content, she shares simple yet powerful strategies for building an authentic personal brand. Learn why personal branding beats company branding, how video content builds trust, and why consistency is key.  Connect with us below!  Samantha Russell on LinkedInSamantha Russell’s websiteJamie Hopkins on LinkedIn FinServ Foundation If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below. >>FinServ Foundation Website

    36 min

  8. 11/14/2024

    21. The Future of Finance with Tyrone Ross

    In 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 mentors. He talks about building strong teams, the importance of shared goals, and his belief that true success includes health. Tyrone’s story shows how purpose, wellness, and teamwork can shape a meaningful career. Connect with us below!  Tyrone Ross on LinkedInTurnkey401 FinancialJamie Hopkins on LinkedIn FinServ Foundation If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below. >>FinServ Foundation Website

    38 min
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4.4
out of 5
7 Ratings

About

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. 

Information

  • Creator
    Jamie Hopkins & Dr. David Rhoiney
  • Years Active
    2023 - 2025
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © 2025 FinServ Podcast
  • Show Website
    FinServ Podcast