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On the show
From 11 epsHosts
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Recent episodes
The REBL Dad Blueprint with Derek Notman and Adam Holt
May 26, 2026
35m 29s
31. Your Retirement Sketchbook: Designing a Life Beyond Money with Jamie Hopkins & Bonnie Treichel
Mar 31, 2026
41m 44s
30. Standing Out When Everyone’s Applying for the Same Job with Victoria O’Tool
Jan 30, 2026
31m 27s
29. Fifty-Year Relationships: Building Trust in Fintech with David Benskin
Nov 28, 2025
29m 56s
28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis
Oct 30, 2025
34m 41s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/26/26 | The REBL Dad Blueprint with Derek Notman and Adam Holt✨ | work-life balanceparenting+3 | Derek NotmanAdam Holt | REBL Dadsfinancial advisors | — | work-life balanceparenting+6 | — | 35m 29s | |
| 3/31/26 | 31. Your Retirement Sketchbook: Designing a Life Beyond Money with Jamie Hopkins & Bonnie Treichel✨ | retirement planninglife design+3 | Bonnie Treichel | Your Retirement Sketchbook | — | retirementplanning+4 | — | 41m 44s | |
| 1/30/26 | 30. Standing Out When Everyone’s Applying for the Same Job with Victoria O’Tool✨ | job searchcareer advice+3 | Victoria O’Tool | FinServ Foundation | — | job applicationscareer development+3 | — | 31m 27s | |
| 11/28/25 | 29. Fifty-Year Relationships: Building Trust in Fintech with David Benskin✨ | fintechtrust+4 | David Benskin | Wealth Access | — | fintechtrust+5 | — | 29m 56s | |
| 10/30/25 | 28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis✨ | financial serviceseducation+3 | Lindsey Lewis | ChFC®CFP®+1 | — | talent gapfinancial advisors+3 | — | 34m 41s | |
| 9/15/25 | 27. Tokenization, Stablecoins, and the Future of Digital Assets with Will Peck✨ | tokenizationstablecoins+3 | Will Peck | WisdomTree | — | tokenizationstablecoins+5 | — | 31m 43s | |
| 6/10/25 | 26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor✨ | advisory firmsclient loyalty+3 | Zach ConwayKelsey McKenna | Seeds Investor | — | advisorsclient-focused+3 | — | 36m 03s | |
| 5/27/25 | 25. How AI Agents Are Changing the Game for Financial Advisors with John Connell✨ | artificial intelligencefinancial advising+3 | John Connell | Focal | — | AI agentsfinancial advisors+3 | — | 26m 13s | |
| 5/20/25 | 24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden✨ | financial advisingcommunication+3 | Brandon McFadden | Bryn Mawr Capital Management | — | financial advisorsclient communication+4 | — | 33m 23s | |
| 4/3/25 | 23. Access and Advocacy in Finance with Dale Brown✨ | financial adviceregulations+3 | Dale Brown | Financial Services Institute | — | financial adviceregulations+4 | — | 23m 22s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 3/13/25 | 22. Finding Your Brand with Samantha Russell✨ | personal brandingmarketing strategies+3 | Samantha Russell | — | — | personal brandfinancial advisors+4 | — | 35m 33s | |
| 11/14/24 | 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 Fin... | 38m 24s | ||||||
| 9/19/24 | 20. The First 90 Days: How to Start Your New Job | 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 routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pressure role at the NSA. Whether you're starting a new job or just want to improve your approach, this episode offers practical advice and a few laugh... | 34m 49s | ||||||
| 9/5/24 | 19. Salary Negotiation with Emily Binder | 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 every few years can boost your earnings and career growth, how to know when it's time to make a move, and the importance of mentors and sponsors at work. We dive into fresh work ideas like working smarter, not harder, and using AI for side projects. Emi... | 33m 30s | ||||||
| 7/4/24 | 18. This Could’ve Been an Email… | 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 email addresses. We'll share best practices for managing your inbox, emphasizing timely responses and avoiding unnecessary replies. Discover how to categorize and prioritize emails to navigate your inbox like a pro. We also cover common blunders, li... | 30m 46s | ||||||
| 6/20/24 | 17. Unique Routes to Thriving in Finance with Bradley Xaltipa | 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 perspective to the financial services industry. He shares how focusing on strengths, not weaknesses, has guided his approach to networking and career moves. In this discussion Bradley highlights the transformative power of non-traditional routes into finan... | 25m 32s | ||||||
| 6/6/24 | 16. How Listening to Clients Can Transform Your Business with Bonnie Treichel | 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. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced since launching her business. We dive into the importance of adaptability, solid support, and staying true to yourself in the financial services real... | 28m 34s | ||||||
| 5/9/24 | 15. Finance in Agriculture and the Alt Frontier with Dr. Craig Lemoine | 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 mission of the Agriculture-Focused Financial Planner (AFFP) program at the University of Illinois, shedding light on the complexities of advising within the farming sector, which is intertwined with illiquid assets, unique tax considerations, and a tradition ... | 30m 51s | ||||||
| 4/25/24 | 14. Tight Aggressive: The Journey Into Quantitative Finance with Cliff Asness | 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. In this episode of the FinServ Podcast, Dr. David and Cliff take us along on their journeys through underachieving adolescence and how tough lessons fostered discipline, resolve and ambition. From academic dilemmas and professional pivots, Dr. David and Clif... | 32m 15s | ||||||
| 4/11/24 | 13. Charting a Path in Finance: Utilizing Community | 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®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of whether you’re a mentor or mentee. From battling imposter syndrome to creating organic growth, Episode 13 of the FinServ Podcast highlights ... | 33m 44s | ||||||
| 3/27/24 | 12. Guiding the Next Generation: Insights on Mentorship | 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 mentorship has left on their lives. Kellan's journey from mentee to mentor reveals a wealth of insights into nurturing talent and building career foundations. Meanwhile, Meg, with her academic background in accounting, finance, and Chinese, shares how ... | 26m 08s | ||||||
| 3/14/24 | 11. Bridging Ambition and Experience: The Power of Mentorship | 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 week on “FinServ”, Kate Healy, founder of AdvoKate IQ, LLC, and her mentee, graduate student Valentyna Voloshyna, share their experiences with FinServ’s mentorship program and bridging the gap between experience and ambition. Their story underscores th... | 24m 37s | ||||||
| 2/20/24 | 10. Redefining Innovation: Pushing the Envelope | 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 foster innovation and the different ways that businesses are differentiating themselves from their competitors. While innovation typically is associated with products, we highlight the importance of process innovation. Mastering your methods can ... | 39m 04s | ||||||
| 2/8/24 | 9. Heather Fortner Discusses Leadership at T3 | 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 wisdom of icons like Laura Bush and the unexpected lessons from our own children, she reminds us that nurturing a culture of learning is vital in both our personal and professional lives. We discuss the power of coaches as pivotal accountability partners, t... | 32m 37s | ||||||
| 1/25/24 | 8. Mastering the Art of Critical Thinking | 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 reveal how preparedness and the ability to pivot are crucial in high-stakes situations. This episode is for those looking to sharpen their strategic acumen, whether extinguishing literal fires or navigating the fiery challenges of the corporate world. If you wan... | 32m 35s | ||||||
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