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 competitors. 

While innovation typically is associated with products, we highlight the importance of process innovation. Mastering your methods can lead to significant efficiency gains and better outcomes. In the next decade, industries like financial planning are waiting to be disrupted. It’s just a matter of who is willing to take the lead. Our conversation is more than just business talk; it's about how innovation can transform every aspect of our lives.

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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 nurturing a culture of learning is vital in both our personal and professional lives. We discuss the power of coaches as pivotal accountability partners, the finesse of handling "sharp edges" in leadership, and how to steer a rapidly growing team without losing your personal touch.

Prepare to elevate your emotional intelligence as we navigate the complex relationship between professional counseling, financial advising, and leadership in this insightful conversation. Heather provides practical strategies for incorporating structured change management into making life transitions as smooth as possible for clients. Furthermore, we dissect the art of delegation, the importance of setting healthy boundaries, and fostering opportunities for team development. 

• Heather Fortner on LinkedIn
• SignatureFD website

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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 looking to sharpen their strategic acumen, whether extinguishing literal fires or navigating the fiery challenges of the corporate world.

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
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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're the currency in the economy of trust we build with others. In this episode, we uncover the traps of modern distractions (looking at you, smartphones) and dissect how they can lead to a tumble in our social stock. But fear not! We're not just about diagnosing the problems - we're dealing out some tried-and-true prescriptions for keeping your time in check. Learn how I navigate the daily hustle without sacrificing those precious family moments or my peace of mind.

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
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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 into her journey in the financial services profession and how it has been instrumental in broadening her understanding of generational wealth. We had a deep conversation exploring the importance of family legacy and the significance of impactful investment.

So get ready to discover some new perspectives on the power of generational wealth, and how smart planning today can secure a prosperous future for the generations to come.

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
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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 about exposing our authentic selves through online platforms.

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
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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 learning and personal growth.

As we navigate the fast-paced world of the financial services industry, the need for continuous learning becomes more apparent. It's not enough to rely solely on degrees or certificates, but the real-life experiences and interactions with clients prove invaluable. We even toy with the idea of starting from the assumption that we are wrong, which encourages us to challenge ourselves further. We also dissect various methods of continuing education in this field, from self-paced online courses to live conferences.

It's undeniable that the landscape of work is consistently evolving, and relevant experience is more crucial than ever. We explore how technology has leveled the playing field, allowing the younger generation to compete even in industries traditionally dominated by experience. We also bring to the forefront the impact of social pressures on learning and the importance of being selective and committed to your reading choices. Wrapping up the episode, we touch on the power of networking and provide some candid advice on the importance of gaining work experience before pursuing further education.

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.
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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 overspending. We also spill the beans about the social pressures we've faced to keep up with our peers, and the pitfalls of juggling multiple credit cards.

But we're not just here to scare you away from credit cards! We'll also be equipping you with crucial knowledge about credit scores, timely payments and credit limits. Have you ever wondered about the difference between minimum payments and paying off the statement balance? We've got you covered. We're also revealing some tips like linking subscription services to a credit bureau. So tune in, and let's start making sense of the intricate world of credit cards together.

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

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 expert advice, we tread the fine line between networking and asking for favors. An interesting challenge we pose to you is to consider individuals in your network who've tasted immense success. What could you offer them? Networking isn't a one-way street, and it's crucial to show your worth and establish trust before seeking any favors.

Join us as we dive deep into the world of networking and building relationships, and together, let's broaden our horizons.

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

You've got the degree, but do you have what it takes to land your dream job in the financial sector? Ditch the self-doubt and step outside your comfort zone as hosts Jamie Hopkins and Dr. David Rhoiney share valuable insights and personal anecdotes from their own career transitions.

Ever considered applying for a job you're not wholly qualified for? Embrace risk, champion your relevant experience, and remember that a degree does not necessarily equate to job readiness. As we explore our personal narratives, we emphasize the importance of persistence, a hunger for knowledge, and the courage to explore what lies beyond your comfort zone. However, we also acknowledge the limitations of this approach – after all, there's only so far that audacity can take you without the requisite skills and qualifications.

So, tune in, tap into Jamie and David's wealth of knowledge, engage in stimulating discussions, and gain a unique perspective on navigating the job market. We can't wait to share this journey with you.

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