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The most protein per calorie of any podcast you'll binge: covering marketing, branding, business and innovation. 5-10 minutes about once a week. Topics range from marketing to branding, voice / AI and podcasting tips, psychology, product design, and more. Episodes are evergreen, designed to be concise, thought provoking, and entertaining. Everything comes back business, marketing, and/or psychology but you'll come to enjoy the variety and style unlike any other business podcast. About your h ...
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FinServ Podcast

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.
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With my passion and experience with food, I talk to people about their origin stories. What they ate growing up, their culture, favorite foods, recipes, family traditions, awesome tools, best & worst restaurant experiences in the world and of course; their current projects, advice & businesses. Food connects us all, so let’s learn more about it together.
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What is the difference between a tagline and a slogan? What are some of the best slogans of all time? I analyze the trend in taglines called "verb-your-noun" that I think is on its way out. You've seen it, like "Find your tribe" or "Maximize your space" or "Fund your dream." These are imperatives (commands) to a customer. You might be using this ta…
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Business education is a business. "And the biggest thing I don't do well with, and never did well with, was knowing that no matter how hard I worked, there would always be a cap to my success. And when I say success, I really mean the take-home, the revenue. Why are we there? This is not altruism. What do you get out of a job? You get money. Don Dr…
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62% of the workday is lost to mundane tasks like email, chat, and note-taking, according to Asana's 'Anatomy of Work' 2023. I offer a valuable tip using Google Gemini for easier note-taking. I highlight Gemini's advantages over ChatGPT. Hear listener comments on "A Guy Named Money" about YOUR license plate frame game. Topics: (0:00) The cost of mun…
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This episode shares tips for making a great impression in the first 90 days of a new job. We break down a simple 30-60-90 day plan to help you settle in, learn the company culture, and start making an impact. Along with advice on setting routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pres…
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The Importance of Personal Branding and Attention to Detail: In this episode, I will tell you about what I call a "discerning guy." Now, this term started out to describe drivers who take the dealership's ad off their bumper (watch part 1: the license plate / parking lot video). But now I use it for everyone regardless of gender and it's just a cat…
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In this episode, Emily Binder shares how to negotiate salaries and advance your career with confidence. She offers practical tips from her experience and from Chris Voss's book "Never Split the Difference." We also talk about why changing jobs every few years can boost your earnings and career growth, how to know when it's time to make a move, and …
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I discuss a common mistake I see many podcasters and website owners making: not testing user experience as a lay user. I emphasize how crucial it is to have easy access links for Spotify and Apple Podcasts on your podcast home page (on your own website). And I talk about the value of using universal links like Plink. I'll share some practical tips …
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Are you marketing to a generic blurry face or to 47 year-old Charlie living in Seattle? "In 2023, global ad spending of traditional media, when compared to the previous year, declined by 4%, totaling $266 billion. Magna cites economic uncertainty as one reason for the drop-off. On the other hand, in 2023, the ad spending for digital “pure-play” rea…
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Myth marketing worked in the 1900s but you should change strategy at this point. Fun case studies from Herbal Essences shampoo ads to the biggest lie you ate about breakfast, to the mythical (financial) narratives about marriage. Watch this episode on YouTube.com/emilybinder. The narratives behind some the most profitable institutions are a house o…
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Mark Melnick was born in Tokyo, Japan of Japanese and Polish/Ukrainian descent . At an early age, Mark learned the struggles of managing a business because his parents owned an export company. After graduating high school Mark came to the United States and studied business and accounting. A turn of events caused Mark to change careers and take a jo…
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Buffalo marketing is a content strategy that maximizes the value of your podcast by repurposing every part of the content—like clips, shorts (vertical videos), audiograms, social media posts, and blogs—over time, much like the Native American practice of using every part of the buffalo so nothing goes to waste. This approach involves strategic plan…
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How could a single misstep in email etiquette affect your career? This episode dissects the do's and don'ts of effective email communication. Learn the basics like addressing emails correctly, crafting concise subject lines, and professional email addresses. We'll share best practices for managing your inbox, emphasizing timely responses and avoidi…
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The Complex World of Dallas Cowboys Cheerleaders: Pay Disparity, Brand Value, and Gender Dynamics. I discuss the surprisingly low pay of #DCC, despite being the face of the world's most valuable sports franchise ($9 billion via Forbes). Watch this episode: youtube.com/emilybinder Netflix documentary "America's Sweethearts." 1) Brand value and talen…
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What if you could turn your unique heritage and passions into powerful tools for professional success? This week on the FinServ Podcast, we sit down with Bradley Xaltipa, a FinServ fellow who has done just that. Bradley brings a fresh perspective to the financial services industry. He shares how focusing on strengths, not weaknesses, has guided his…
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Ready to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and Endeavor Retirement, for a chat about her journey in entrepreneurship. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced si…
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Andy Hung is a dedicated lifelong martial artist who has a wealth of knowledge in multiple fields. Andy was born and raised on the island of Oahu,Hawaii. Andy is a 2nd Degree Black belt in Brazilian Jiu Jitsu and a 4th Degree Black belt in Judo. Andy is the founder and CEO of Dojo Outfitters where he sells his own brand of Martial Arts apparel and …
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What's going on with the Discount Tire logo? Discount Tire is a wheel and tires retailer established in 1960 and today is one of the largest companies in its segment, operating over one thousand stores across the USA -- despite its logo that gives fast food and cartoons. I explore the significance of color and branding in influencing consumer perce…
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This episode will finally convince you to stop showing up to Zoom calls or podcasts with AirPods as your mic input. (It's fine for output.) For emotional association and any appeal from a sales or marketing perspective, sound is far more important in the brain than visuals or words. We process sound 10x faster than the blink of an eye. 95% of purch…
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Discover the world of agriculture through the lens of finance with Dr. Craig Lemoine, who joins us to talk shop about the specialized needs of farmers and ranchers. We get into the essential economic contributions of agriculture, and the mission of the Agriculture-Focused Financial Planner (AFFP) program at the University of Illinois, shedding ligh…
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Chef Eduardo Garcia is a chef and avid outdoorsman driven by wild curiosity and a deep love of food and landscape. For Chef Eduardo Garcia, meals are meant to be shared. Food and cooking have served to connect with others in meaningful ways: taking him around the world as a yacht Chef, motivational speaker, and big-screen storyteller as the host of…
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How did a middle-class kid go from watching superhero cartoons to scaling the heights of Wall Street? Cliff Asness, the quantitative virtuoso behind AQR, pulls back the curtain on his journey from comic book fan to financier. In this episode of the FinServ Podcast, Dr. David and Cliff take us along on their journeys through underachieving adolescen…
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Lack of communication is costing you hard-earned clients. Example - financial services: Advisors average $3,100 CAC per client. 54% of clients: "I changed financial advisors" in 2023. Why: weak comms. 47% of clients w/over $500,000 AUM want to hear from advisor at least monthly. But most advisors reach out much less. Via YCharts, 2023 Timestamps: (…
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82% of consumers say they want to buy from brands with values that align with their own (RetailBrew, 2022). I discuss what makes purpose-driven marketing work or fall flat. Topics: (00:00) Introduction to Purpose-Driven Marketing (1:22) Success of Nike's 30th anniversary "Just Do It" campaign, ft Colin Kaepernick, boldly aligned with Black Lives Ma…
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The journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of…
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Greg Lapin has made a living for the past two decades in Law Enforcement Special Operations and Government special operations, deploying to war zones throughout the world. Greg started his Jiu-Jitsu journey in 2005 when he was a New Orleans Police Officer because he understood what violence was and what skills he needed to have to go home at the en…
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Join Jamie Hopkins as we navigate the impact of mentorship within the professional realm. Kellan Brown from FinServ, a virtuoso in sales leadership, joins us alongside Meg Roberts, a University of Colorado senior, to discuss the indelible marks mentorship has left on their lives. Kellan's journey from mentee to mentor reveals a wealth of insights i…
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Forget consistency and try VARIETY. I explore the strategy used by two famous podcasters, focusing on variety in episode content, length, and style to keep the audience engaged and cater to different interests. Results: they top the charts for Business and for Society & Culture. Trick question: How long should a podcast episode be? Mini case study …
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When talking about relationships, we often focus on the bond created between the client and the professional. However, establishing a strong mentor-mentee relationship in your career is essential for personal and professional growth. This week on “FinServ”, Kate Healy, founder of AdvoKate IQ, LLC, and her mentee, graduate student Valentyna Voloshyn…
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On this episode of the podcast I am solo. I take about some of my favorite tools, sauces and goods that I've come to love over the years. Although not sponsored by any of these brands, some of the products have become friends of mine, guests on the podcast and affiliates. Great visuals of everything will be uploaded on my Food Origins Podcast Youtu…
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Are you listening with jackal or giraffe ears? Conversation tips from Nonviolent Communication. Plus: What's wrong with saying "I feel like you ___"? Watch on YouTube Show notes Join my YouTube channel- access perks Video episodes Timestamps: (1:00) Difficult conversations: giraffe vs jackal language (watch Short) (1:37) Pop psychology (1:50) Nonvi…
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Innovation begins when leaders become unwilling to accept the status quo. Pushing the envelope, both professionally and personally, can open previously locked doors. This week, Dr. David Rhoiney and Jamie Hopkins discuss the ideal conditions to foster innovation and the different ways that businesses are differentiating themselves from their compet…
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Podcasting is the highest leverage marketing activity you can do, but it's a long game and very misunderstood. People think they need a million downloads to have a 'successful' podcast; not true. At the same time, it's competitive but not as much as you think - hear why. (0:10) Podcasting $4bn industry in 2024 (IAB) (1:36) Big misconception new pod…
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Today, we sit down with Heather Fortner, the trailblazing CEO of SignatureFD. In an episode that aims to reshape your approach to leadership, Heather shares her invaluable insights into what it takes to lead with excellence. Drawing on the wisdom of icons like Laura Bush and the unexpected lessons from our own children, she reminds us that nurturin…
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Are you leading with the dream outcome, the likelihood of success, the price, or something else? Your customers want something high quality, guaranteed, fast, and easy. Hear the key ideas of Alex Hormozi's value equation from "$100M Offers", a helpful concept any business person or marketer can use regardless of your industry. (0:29) Hormozi's valu…
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Chef Ryan Gallego is a highly accomplished sushi chef with an impressive 20 years of experience in the art of Japanese cuisine. Graduating from the prestigious California Culinary Academy in 2005, he embarked on a culinary journey that would shape his expertise. His training at renowned establishments, including Morimoto Napa, Nobu in Palo Alto, an…
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Have you ever felt the pressure of a ticking clock while facing a complex problem? That's where the finesse of critical thinking comes into play, a skill that Dr. David Rhoiney and Jamie Hopkins dig into during our conversation. We reveal how preparedness and the ability to pivot are crucial in high-stakes situations. This episode is for those look…
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Think of your favorite TV commercial of all time. What made it memorable? It was probably that it told a story that resonated with you. Unlike straight feature benefit ads that you'll often see from CPGs, like detergent or toothpaste, or from insurance companies, really memorable advertising tells a story and triggers feelings. The same goes for pu…
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We used to actually watch a string of 30-second commercials for Downy and Doritos waiting for Seinfeld to come back on. Today is not the age of television, or patience, but the age of ultimate optionality. This is the age of TikTok and you need to keep these tips in mind when creating short form content. Create for people, not algorithms. The algos…
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Ever found yourself caught in the tangled web of overcommitment, or fumbled with the awkward dance of balancing work, family, and a bit of me-time? Tune in to our latest episode where Jamie and Dr. David wrap their heads around the clock and share a laugh or two along the way. Punctuality and clear communication are more than social niceties; they'…
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January Top 5: Every Tuesday this month, we're re-airing the top 5 most downloaded episodes of the past year. This is #4 as we count down to the #1 most popular on January 30, 2024. This episode originally aired 5/20/2020. Timestamps: (0:05) The Top 5 Rebroadcast explainer / intro for this month (1:05) Evergreen strategy, you can still get value fr…
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"The company that needs a new machine tool but hasn't bought it yet is already paying for it."-Charlie Munger. Price is what you pay, value is what you get. January Top 5: Every Tuesday this month, we're re-airing the top 5 most downloaded episodes of this podcast. This is #5 as we count down to the #1 most popular on January 30, 2024. This episode…
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Why are we such bad listeners, retaining only one-eighth of what we hear? Two reasons: (0:19) Reason #1: Schools teach reading, not listening: Listening is a different activity from reading and requires different skills. Reading and listening do not improve at the same rate when only reading is taught. Reading ability is continually upgraded while …
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We only retain one-eighth of what we hear, long term. In 1957, researchers found that listeners only remembered about half of what they'd heard immediately after someone finished talking. According to HBR, there are three types of listening: Internal listening Focused listening 360 listening Related episodes: School Made You a Fair Reader and a Bad…
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Ever wondered how your family's past can shape your understanding and management of wealth? Unveiling the secrets of generational wealth, we had the privilege of having Jacqueline "JaQ" Campbell, CEO and founder of Alexander Legacy Private Wealth Management, on our latest episode. A third-generation entrepreneur, JaQ gave us an enlightening glimpse…
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Mohammad Abutaha is Palestinian but grew up in Amman, Jordan and moved to America when he was 20 years old to study mechanical engineering. In 2015, he dropped out of university in his final year to pursue his dreams of owning a restaurant. Mohammad started as a dishwasher and worked his way up the kitchen ladder, working in iconic kitchens around …
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Ever wondered how building an authentic personal brand could propel your success? In this episode, we dig into the power of authenticity and how being true to oneself is fundamental in creating a potent brand. We also touch upon the ever-changing social media landscape and its influence on personal branding, even unraveling our initial anxieties ab…
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The 40-60 minute conversation on your podcast could probably be just as substantive in 20-30. Generally, listeners favor shorter episodes over longer ones. But only 15% of podcasts are under the 10-minute mark (via Demand Sage, Sept. 2023). I share tips for getting your podcast to the perfect length listeners enjoy. 3:30 Podcast molds are breaking.…
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In our recent chat, Jamie Hopkins and Dr. David Rhoiney, who are both armed with multiple degrees and an extensive understanding of the financial services industry, we discuss the idea of what it means to be a lifelong learner. They reflect on their own educational journeys and how they've forged our careers, highlighting the essence of continual l…
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Ever wondered how a small plastic card can hold such immense power over your financial decisions? On this week's episode of the FinServ Podcast, we take a deep dive into the world of credit cards. From sharing our own stories of grappling with our first credit cards, to the addictive ease of online shopping, we reflect on the insidious trap of over…
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Ever wondered if there's more to networking than just making connections? How about turning those connections into opportunities? In this episode of the FinServ podcast, join hosts Dr. David Rhoiney and Jamie Hopkins as they explore these queries and more, navigating the intricate maze of professional networking. Weaving personal experiences with e…
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