FinServ Podcast

Hosted by Jamie Hopkins & Dr. David Rhoiney

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Latest episode

May 2026

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EN-US

About the show

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.

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32 recent

May 26, 202635 min

The REBL Dad Blueprint with Derek Notman and Adam Holt

Everyone 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 actually pulled it off.In this episode, Jamie sits down with Derek Notman and Adam Holt, co-founders of REBL Dads and two recovering financial advisors who've built companies, raised kids, and figured out the hard way that being a great leader at work and a present parent at home aren't competing goals. They dig into the origin story behind the REBL Dads community, what they learned from interviewing over a hundred fathers around the world, and the seven principles that kept showing up no matter who they talked to. They also pull back the curtain on their new book, REBL Dad: What a Hundred Plus Fathers Revealed About Successful Leadership at Home and Work, with a foreword from Sir Richard Branson.If you're an advisor, entrepreneur, or anyone trying to build something meaningful without losing yourself or your family in the process, this one hits differently.Connect with us below!Jamie Hopkins on LinkedIn FinServ Foundation Derek Notman on LinkedInAdam Holt on LinkedInREBL DadsIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.>>FinServ Foundation Website

March 31, 202641 min

31. Your Retirement Sketchbook: Designing a Life Beyond Money with Jamie Hopkins & Bonnie Treichel

In this engaging conversation, Jamie Hopkins and Bonnie Treichel dive into the inspiration behind Your Retirement Sketchbook and challenge the traditional way we think about retirement planning. Moving beyond spreadsheets and savings targets, they explore how retirement is really about designing a meaningful life—one rooted in purpose, creativity, and personal fulfillment.Through stories, practical insights, and thought-provoking prompts from the book, Jamie and Bonnie unpack how individuals can start “sketching” their ideal future today—whether they’re years away from retirement or already living it. This episode is a fresh take on retirement, helping listeners rethink what they’re working toward and how to build a life they won’t want to retire from.Connect with us below!Bonnie Treichel on LinkedIn Endeavor Retirement Jamie 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

January 30, 202631 min

30. Standing Out When Everyone’s Applying for the Same Job with Victoria O’Tool

Everyone 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 sits down with Victoria O’Tool, Executive Director of the FinServ Foundation, to talk honestly about how people actually stand out in the job search. They get into what works, what doesn’t, and why relationships, preparation, and showing up like a real human still matter more than most resumes. From internships and referrals to coffee chats and handwritten notes, this conversation feels like advice you’d get from someone who’s been there recently and learned the hard way.If you’re trying to break into financial services or level up early in your career, this one will save you time, stress, and a lot of bad applications.Connect with us below!Victoria O’Tool on LinkedInJamie 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

November 28, 202529 min

29. Fifty-Year Relationships: Building Trust in Fintech with David Benskin

In 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 relationships matter more now than ever.David shares how he went from private banking to launching a fintech startup, why “fifty-year relationships” guide every decision he makes, and how culture and clarity shape the way his team works. They dive into hiring people who genuinely care and why doing the right thing is still the most underrated leadership strategy in financial services.It’s two people talking about work, people, trust, and how to build something that lasts in an industry where everyone eventually crosses paths again.Connect with us below!David Benskin on LinkedInWealth AccessJamie 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

October 30, 202534 min

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

September 15, 202531 min

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 managementConnect 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

June 10, 202536 min

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

May 27, 202526 min

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

May 20, 202533 min

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

April 3, 202523 min

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