FinServ Podcast

← FinServ Podcast30 Oct 2025 · 35 min

28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis

28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis30 Oct 202535 min

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...