FinServ Podcast
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.
Podcasting since 2023 • 26 episodes
FinServ Podcast
Latest Episodes
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 whe...
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36:03
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 efficie...
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26:13
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.
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33:23
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 rul...
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23:22
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 ...
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35:33