There’s a lot of talk about the talent gap in financial services, but not enough about what it actually takes to build the next generation of great advisors. Jamie Hopkins sits down with Lindsey Lewis MBA, ChFC®, CFP®, to get real about what that path looks like: early exams, late nights, failed attempts, and the confidence that comes from finally earning your credentials.

They talk through why education still matters, how designations can open doors, and what young professionals can do right now to stand out in a crowded industry. Whether you’re already deep into your CFP® studies or just figuring out your first move, this conversation is full of practical advice and honest encouragement from someone who’s lived it.

Connect with us below!

• Jamie Hopkins on LinkedIn
• FinServ Foundation
• Lindsey Lewis on LinkedIn
• Influencing Finance

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

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

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