FinServ Podcast

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.

FinServ Podcast is a business podcast hosted by Unknown Host, with 32 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts FinServ Podcast, a business show with 32 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  FinServ Podcast

  The REBL Dad Blueprint with Derek Notman and Adam Holt

  May 26, 202635 minS0

  <p>Everyone talks about work-life balance like it's a switch you flip. Then you miss another dinner, snap at your kids, and wonder how the people who seem to have it together actually pulled it off.</p><p>In this episode, Jamie sits down with Derek Notman and Adam Holt, co-founders of REBL Dads and two recovering financial advisors who've built companies, raised kids, and figured out the hard way that being a great leader at work and a present parent at home aren't competing goals. They dig into the origin story behind the REBL Dads community, what they learned...

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  FinServ Podcast

  31. Your Retirement Sketchbook: Designing a Life Beyond Money with Jamie Hopkins & Bonnie Treichel

  Mar 31, 202642 minS0

  <p>In this engaging conversation, Jamie Hopkins and Bonnie Treichel dive into the inspiration behind Your Retirement Sketchbook and challenge the traditional way we think about retirement planning. Moving beyond spreadsheets and savings targets, they explore how retirement is really about designing a meaningful life—one rooted in purpose, creativity, and personal fulfillment.<br/><br/>Through stories, practical insights, and thought-provoking prompts from the book, Jamie and Bonnie unpack how individuals can start “sketching” their ideal future today—whether they’re years away from retirement or already living it. This episode is a fresh take on retirement, helping listeners rethink what they’...

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  FinServ Podcast

  30. Standing Out When Everyone’s Applying for the Same Job with Victoria O’Tool

  Jan 30, 202631 minS0

  <p>Everyone tells you to “just apply online” and hope for the best. Then you apply to 100 roles, hear nothing back, and start wondering what you’re missing.</p><p>In this episode, Jamie sits down with Victoria O’Tool, Executive Director of the FinServ Foundation, to talk honestly about how people actually stand out in the job search. They get into what works, what doesn’t, and why relationships, preparation, and showing up like a real human still matter more than most resumes. From internships and referrals to coffee chats and handwritten notes, this conversation feels like advice you’d get from s...

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  FinServ Podcast

  29. Fifty-Year Relationships: Building Trust in Fintech with David Benskin

  Nov 28, 202530 minS0

  <p>In this episode, Jamie sits down with David Benskin, Founder and CEO of Wealth Access, to talk about what it takes to build a fintech company that people trust, and why relationships matter more now than ever.</p><p>David shares how he went from private banking to launching a fintech startup, why “fifty-year relationships” guide every decision he makes, and how culture and clarity shape the way his team works. They dive into hiring people who genuinely care and why doing the right thing is still the most underrated leadership strategy in financial services.</p><p>It’s two pe...

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  FinServ Podcast

  28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis

  Oct 30, 202535 minS0

  <p>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.</p><p>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 C...

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