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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
18. This Could’ve Been an Email…
30:46
30:46
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
30:46
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 avoidi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
17. Unique Routes to Thriving in Finance with Bradley Xaltipa
25:32
25:32
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
25:32
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
16. How Listening to Clients Can Transform Your Business with Bonnie Treichel
28:34
28:34
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
28:34
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 si…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
15. Finance in Agriculture and the Alt Frontier with Dr. Craig Lemoine
30:51
30:51
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
30:51
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 ligh…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
14. Tight Aggressive: The Journey Into Quantitative Finance with Cliff Asness
32:15
32:15
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
32:15
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 adolescen…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
13. Charting a Path in Finance: Utilizing Community
33:44
33:44
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
33:44
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12. Guiding the Next Generation: Insights on Mentorship
26:08
26:08
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
26:08
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 i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
11. Bridging Ambition and Experience: The Power of Mentorship
24:37
24:37
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
24:37
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 Voloshyn…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
10. Redefining Innovation: Pushing the Envelope
39:04
39:04
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
39:04
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 compet…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
9. Heather Fortner Discusses Leadership at T3
32:37
32:37
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
32:37
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 nurturin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
8. Mastering the Art of Critical Thinking
32:35
32:35
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
32:35
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 look…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
7. Outsmarting the Clock in a World Full of Distractions
39:06
39:06
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
39:06
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 share a laugh or two along the way. Punctuality and clear communication are more than social niceties; they'…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
6. Unveiling Secrets of Generational Wealth with Jacqueline "JaQ" Campbell
38:58
38:58
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
38:58
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 Wealth Management, on our latest episode. A third-generation entrepreneur, JaQ gave us an enlightening glimpse…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
5. Striding Towards Success through Authentic Personal Branding
34:12
34:12
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
34:12
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-changing social media landscape and its influence on personal branding, even unraveling our initial anxieties ab…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
4. Breaking Barriers in through Lifelong Learning
37:41
37:41
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
37:41
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 their own educational journeys and how they've forged our careers, highlighting the essence of continual l…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
3. Making Sense of the Power and Pitfalls of Credit Cards
30:23
30:23
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
30:23
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 our first credit cards, to the addictive ease of online shopping, we reflect on the insidious trap of over…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
2. Networking and Building Genuine Relationships
32:34
32:34
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
32:34
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 queries and more, navigating the intricate maze of professional networking. Weaving personal experiences with e…
…
continue reading
You've got the degree, but do you have what it takes to land your dream job in the financial sector? Ditch the self-doubt and step outside your comfort zone as hosts Jamie Hopkins and Dr. David Rhoiney share valuable insights and personal anecdotes from their own career transitions. Ever considered applying for a job you're not wholly qualified for…
…
continue reading