Hosted by Unknown Host · 🇺🇸 US · EN-US · 32 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts FinServ Podcast, a business show with 32 episodes published.
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 s
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 spreadsheet
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 D
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 shar
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®, t
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 regulat
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 clien
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 too
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 C
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 break
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 leve
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,
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
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
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 li
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
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 journ
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 agr
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 finan
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 Bo
Derek Notman
founder and CEO · REBL Dads
1 appearance on this show
Adam Holt
General Manager and Director · Asset-Map
1 appearance on this show
Bonnie Treichel
Resilience and Innovation in Small Business Leadership · Endeavor Retirement Consulting
2 appearances on this show
Jamie Hopkins
retirement speaker and author · FinServ Foundation
2 appearances on this show
Lindsey Lewis
CFP, COO, Managing Director · The American College of Financial Services
1 appearance on this show
John Connell
Co-founder and CEO · Focal
1 appearance on this show
Dale Brown
former Coach · Detroit Urban Survival Training (D.U.S.T.)
1 appearance on this show
Samantha Russell
parent using Healios services · Twenty Over Ten
1 appearance on this show
Tyrone Ross
Founder and CEO · Turnkey401 Financial
1 appearance on this show
David
Head of Product · Spirit Chasers UK
1 appearance on this show
Emily Binder
Beetle Moment Marketing
1 appearance on this show
Cliff Asness
co-founder, managing principal, and chief investment officer · AQR Capital Management
1 appearance on this show
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
FinServ Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
FinServ Podcast is hosted by Unknown Host. The show is categorised under business (careers) and has published 32 episodes.
FinServ Podcast has published 32 episodes.
FinServ Podcast regularly covers business, careers. It sits in the business category, with a careers focus.
FinServ Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
FinServ Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of FinServ Podcast average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates FinServ Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 4 days ago.
