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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.
| Episode | Date |
|---|---|
|
The REBL Dad Blueprint with Derek Notman and Adam Holt
|
May 26, 2026 |
|
31. Your Retirement Sketchbook: Designing a Life Beyond Money with Jamie Hopkins & Bonnie Treichel
|
Mar 31, 2026 |
|
30. Standing Out When Everyone’s Applying for the Same Job with Victoria O’Tool
|
Jan 30, 2026 |
|
29. Fifty-Year Relationships: Building Trust in Fintech with David Benskin
|
Nov 28, 2025 |
|
28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis
|
Oct 30, 2025 |
|
27. Tokenization, Stablecoins, and the Future of Digital Assets with Will Peck
|
Sep 15, 2025 |
|
26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
|
Jun 10, 2025 |
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25. How AI Agents Are Changing the Game for Financial Advisors with John Connell
|
May 27, 2025 |
|
24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden
|
May 20, 2025 |
|
23. Access and Advocacy in Finance with Dale Brown
|
Apr 03, 2025 |
|
22. Finding Your Brand with Samantha Russell
|
Mar 13, 2025 |
|
21. The Future of Finance with Tyrone Ross
|
Nov 14, 2024 |
|
20. The First 90 Days: How to Start Your New Job
|
Sep 19, 2024 |
|
19. Salary Negotiation with Emily Binder
|
Sep 05, 2024 |
|
18. This Could’ve Been an Email…
|
Jul 04, 2024 |
|
17. Unique Routes to Thriving in Finance with Bradley Xaltipa
|
Jun 20, 2024 |
|
16. How Listening to Clients Can Transform Your Business with Bonnie Treichel
|
Jun 06, 2024 |
|
15. Finance in Agriculture and the Alt Frontier with Dr. Craig Lemoine
|
May 09, 2024 |
|
14. Tight Aggressive: The Journey Into Quantitative Finance with Cliff Asness
|
Apr 25, 2024 |
|
13. Charting a Path in Finance: Utilizing Community
|
Apr 11, 2024 |
|
12. Guiding the Next Generation: Insights on Mentorship
|
Mar 27, 2024 |
|
11. Bridging Ambition and Experience: The Power of Mentorship
|
Mar 14, 2024 |
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10. Redefining Innovation: Pushing the Envelope
|
Feb 20, 2024 |
|
9. Heather Fortner Discusses Leadership at T3
|
Feb 08, 2024 |
|
8. Mastering the Art of Critical Thinking
|
Jan 25, 2024 |
|
7. Outsmarting the Clock in a World Full of Distractions
|
Jan 11, 2024 |
|
6. Unveiling Secrets of Generational Wealth with Jacqueline "JaQ" Campbell
|
Dec 08, 2023 |
|
5. Striding Towards Success through Authentic Personal Branding
|
Dec 07, 2023 |
|
4. Breaking Barriers in through Lifelong Learning
|
Nov 24, 2023 |
|
3. Making Sense of the Power and Pitfalls of Credit Cards
|
Nov 24, 2023 |
|
2. Networking and Building Genuine Relationships
|
Nov 20, 2023 |
|
1. Applying for Jobs
|
Nov 19, 2023 |