FinServ Podcast Podcast Por Jamie Hopkins & Dr. David Rhoiney arte de portada

FinServ Podcast

FinServ Podcast

De: Jamie Hopkins & Dr. David Rhoiney
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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.

© 2025 FinServ Podcast
Economía Exito Profesional
Episodios
  • 27. Tokenization, Stablecoins, and the Future of Digital Assets with Will Peck
    Sep 15 2025

    Jamie Hopkins sits down with Will Peck, Head of Digital Assets at WisdomTree, for a deep dive into tokenization, stablecoins, and the future of digital assets. From the rise of tokenized money market funds to the regulatory frameworks shaping stablecoins, this conversation explores how blockchain is transforming financial services.

    Jamie and Will also pull back the curtain on what “digital assets” really mean today—beyond the headlines about crypto. Whether you’re skeptical, curious, or already experimenting with tokenization, this episode will challenge how you think about the next wave of innovation in asset management

    Connect with us below!

    • Jamie Hopkins on LinkedIn
    • FinServ Foundation
    • William Peck
    • WisdomTree

    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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    32 m
  • 26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
    Jun 10 2025

    In this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it.

    Here’s the core issue: advisors say they’re client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations. Meanwhile, research shows clients stay loyal because of service, not performance.

    This episode is a must-listen for founders, advisors, and anyone who wants to build a business rooted in trust, not jargon.

    Connect with us below!

    • Zach Conway on LinkedIn
    • Kelsey McKenna on LinkedIn
    • Seeds Investor
    • 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

    Más Menos
    36 m
  • 25. How AI Agents Are Changing the Game for Financial Advisors with John Connell
    May 27 2025

    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

    Más Menos
    26 m
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