FinServ Podcast

著者: Jamie Hopkins & Dr. David Rhoiney
  • サマリー

  • 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.

    © 2025 FinServ Podcast
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あらすじ・解説

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.

© 2025 FinServ Podcast
エピソード
  • 23. Access and Advocacy in Finance with Dale Brown
    2025/04/03

    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

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    23 分
  • 22. Finding Your Brand with Samantha Russell
    2025/03/13

    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

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    36 分
  • 21. The Future of Finance with Tyrone Ross
    2024/11/14

    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

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    38 分

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