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FinServ PodcastAuthor: Jamie Hopkins & Dr. David Rhoiney
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. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey Lewis
Thursday, 30 October, 2025
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 LinkedInInfluencing FinanceIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.>>FinServ Foundation Website












