FinServ Podcast

Ever found yourself caught in the tangled web of overcommitment, or fumbled with the awkward dance of balancing work, family, and a bit of me-time? Tune in to our latest episode where Jamie and Dr. David wrap their heads around the clock and share a laugh or two along the way.
Punctuality and clear communication are more than social niceties; they're the currency in the economy of trust we build with others. In this episode, we uncover the traps of modern distractions (looking at you, smartphones) and dissect how they can lead to a tumble in our social stock. But fear not! We're not just about diagnosing the problems - we're dealing out some tried-and-true prescriptions for keeping your time in check. Learn how I navigate the daily hustle without sacrificing those precious family moments or my peace of mind.
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

Ever wondered how your family's past can shape your understanding and management of wealth? Unveiling the secrets of generational wealth, we had the privilege of having Jacqueline "JaQ" Campbell, CEO and founder of Alexander Legacy Private Wealth Management, on our latest episode. A third-generation entrepreneur, JaQ gave us an enlightening glimpse into her journey in the financial services profession and how it has been instrumental in broadening her understanding of generational wealth. We had a deep conversation exploring the importance of family legacy and the significance of impactful investment.
So get ready to discover some new perspectives on the power of generational wealth, and how smart planning today can secure a prosperous future for the generations to come.
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

Ever wondered how building an authentic personal brand could propel your success? In this episode, we dig into the power of authenticity and how being true to oneself is fundamental in creating a potent brand. We also touch upon the ever-changing social media landscape and its influence on personal branding, even unraveling our initial anxieties about exposing our authentic selves through online platforms.
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 our recent chat, Jamie Hopkins and Dr. David Rhoiney, who are both armed with multiple degrees and an extensive understanding of the financial services industry, we discuss the idea of what it means to be a lifelong learner. They reflect on their own educational journeys and how they've forged our careers, highlighting the essence of continual learning and personal growth.
As we navigate the fast-paced world of the financial services industry, the need for continuous learning becomes more apparent. It's not enough to rely solely on degrees or certificates, but the real-life experiences and interactions with clients prove invaluable. We even toy with the idea of starting from the assumption that we are wrong, which encourages us to challenge ourselves further. We also dissect various methods of continuing education in this field, from self-paced online courses to live conferences.
It's undeniable that the landscape of work is consistently evolving, and relevant experience is more crucial than ever. We explore how technology has leveled the playing field, allowing the younger generation to compete even in industries traditionally dominated by experience. We also bring to the forefront the impact of social pressures on learning and the importance of being selective and committed to your reading choices. Wrapping up the episode, we touch on the power of networking and provide some candid advice on the importance of gaining work experience before pursuing further education.
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

Ever wondered if there's more to networking than just making connections? How about turning those connections into opportunities? In this episode of the FinServ podcast, join hosts Dr. David Rhoiney and Jamie Hopkins as they explore these queries and more, navigating the intricate maze of professional networking.
Weaving personal experiences with expert advice, we tread the fine line between networking and asking for favors. An interesting challenge we pose to you is to consider individuals in your network who've tasted immense success. What could you offer them? Networking isn't a one-way street, and it's crucial to show your worth and establish trust before seeking any favors.
Join us as we dive deep into the world of networking and building relationships, and together, let's broaden our horizons.
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