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

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

In this episode, Jamie and special co-host Brodrick Lothringer explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.

While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.

We talk about why communication is the make-or-break skill in financial advising, how to build trust fast, and what it takes to grow a business with intention. If you’re thinking about a future in wealth management, or looking to break through a plateau, this conversation is for you.

Connect with us below!

• Brandon McFadden on LinkedIn
• Bryn Mawr Trust Capital Management
• 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