About this podcast
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.
32 episodes · business
FinServ Podcast
About this podcast
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.
Latest episodeThe REBL Dad Blueprint with Derek Notman and Adam Holt
Recent episodes
- 31. Your Retirement Sketchbook: Designing a Life Beyond Money with Jamie Hopkins & Bonnie Treichel31 Mar · 42 min
- 30. Standing Out When Everyone’s Applying for the Same Job with Victoria O’Tool30 Jan · 31 min
- 29. Fifty-Year Relationships: Building Trust in Fintech with David Benskin28 Nov 2025 · 30 min
- 28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis30 Oct 2025 · 35 min
- 27. Tokenization, Stablecoins, and the Future of Digital Assets with Will Peck15 Sept 2025 · 32 min
- 26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor10 Jun 2025 · 36 min
- 25. How AI Agents Are Changing the Game for Financial Advisors with John Connell27 May 2025 · 26 min
- 24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden20 May 2025 · 33 min
- 23. Access and Advocacy in Finance with Dale Brown3 Apr 2025 · 23 min
- 22. Finding Your Brand with Samantha Russell13 Mar 2025 · 36 min
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