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...

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...

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.

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...

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 ...

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 share...

This 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 culture, and start making an impact. Along with advice on setting routin...

In 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 "Never Split the Difference." We also talk about why changing jobs ...

How 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 emails correctly, crafting concise subject lines, and professional em...

What 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 FinServ fellow who has done just that. Bradley brings a fresh perspecti...

Ready 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 Endeavor Retirement, for a chat about her journey in entrepreneurship. ...

Discover 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 the essential economic contributions of agriculture, and the missio...

How 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 on his journey from comic book fan to financier. 

The 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 mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, f...

Join Jamie Hopkins as we navigate the impact of mentorship within the professional realm. Kellan Brown from FinServ, a virtuoso in sales leadership, joins us alongside Meg Roberts, a University of Colorado senior, to discuss the indelible marks...

When talking about relationships, we often focus on the bond created between the client and the professional. However, establishing a strong mentor-mentee relationship in your career is essential for personal and professional growth. This we...

Innovation begins when leaders become unwilling to accept the status quo. Pushing the envelope, both professionally and personally, can open previously locked doors. This week, Dr. David Rhoiney and Jamie Hopkins discuss the ideal conditions to...

Today, we sit down with Heather Fortner, the trailblazing CEO of SignatureFD. In an episode that aims to reshape your approach to leadership, Heather shares her invaluable insights into what it takes to lead with excellence. Drawing on the wisd...

Have you ever felt the pressure of a ticking clock while facing a complex problem? That's where the finesse of critical thinking comes into play, a skill that Dr. David Rhoiney and Jamie Hopkins dig into during our conversation. We reve...

Ever found yourself caught in the tangled web of overcommitment, or fumbled with the awkward dance of balancing work, family, and a bit of me-time? Tune in to our latest episode where Jamie and Dr. David wrap their heads around the clock and sh...

Ever wondered how your family's past can shape your understanding and management of wealth? Unveiling the secrets of generational wealth, we had the privilege of having Jacqueline "JaQ" Campbell, CEO and founder of Alexander Legacy Private Weal...

Ever wondered how building an authentic personal brand could propel your success? In this episode, we dig into the power of authenticity and how being true to oneself is fundamental in creating a potent brand. We also touch upon the ever-changi...

In our recent chat, Jamie Hopkins and Dr. David Rhoiney, who are both armed with multiple degrees and an extensive understanding of the financial services industry, we discuss the idea of what it means to be a lifelong learner. They reflect on ...

Ever wondered how a small plastic card can hold such immense power over your financial decisions? On this week's episode of the FinServ Podcast, we take a deep dive into the world of credit cards. From sharing our own stories of grappling with ...

Ever wondered if there's more to networking than just making connections? How about turning those connections into opportunities? In this episode of the FinServ podcast, join hosts Dr. David Rhoiney and Jamie Hopkins as they explore these queri...