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 LinkedIn
• Focal
• Jamie Hopkins on LinkedIn
• FinServ Foundation
• Brodrick Lothringer on LinkedIn
• PodPony

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

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 LinkedIn
• Bryn Mawr Trust Capital Management
• Jamie Hopkins on LinkedIn
• FinServ Foundation
• Brodrick Lothringer on LinkedIn
• PodPony

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

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 LinkedIn
• Financial Services Institute
• Jamie Hopkins on LinkedIn
• FinServ Foundation
• Brodrick Lothringer on LinkedIn
• PodPony

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

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 leveraging client questions for content, she shares simple yet powerful strategies for building an authentic personal brand.

Learn why personal branding beats company branding, how video content builds trust, and why consistency is key.

Connect with us below!

• Samantha Russell on LinkedIn
• Samantha Russell’s website
• 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

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, the importance of shared goals, and his belief that true success includes health. Tyrone’s story shows how purpose, wellness, and teamwork can shape a meaningful career.

Connect with us below!

• Tyrone Ross on LinkedIn
• Turnkey
• 401 Financial
• 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

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 advice on setting routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pressure role at the NSA. Whether you're starting a new job or just want to improve your approach, this episode offers practical advice and a few laughs to help you succeed.

Connect with us below!

• David Rhoiney on LinkedIn
• 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

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 about why changing jobs every few years can boost your earnings and career growth, how to know when it's time to make a move, and the importance of mentors and sponsors at work.

We dive into fresh work ideas like working smarter, not harder, and using AI for side projects. Emily's journey of starting two companies from scratch gives a great example of success in the tech world. Join us for valuable insights and get ready for our next episode with Dr. David Rhoiney!

Connect with us below!

• Emily Binder on LinkedIn
• 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

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 avoiding unnecessary replies. Discover how to categorize and prioritize emails to navigate your inbox like a pro. We also cover common blunders, like emotional outbursts and misusing 'reply all,' and offer tips on delegating tasks without causing confusion.

Connect with us below!

• David Rhoiney on LinkedIn
• 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