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 avoiding unnecessary replies. Discover how to categorize and prioritize emails to navigate your inbox like a pro. We also cover common blunders, like emotional outbursts and misusing 'reply all,' and offer tips on delegating tasks without causing confusion.

Connect with us below!

• David Rhoiney on LinkedIn
• Jamie Hopkins on LinkedIn
• FinServ Foundation

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

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 approach to networking and career moves.

In this discussion Bradley highlights the transformative power of non-traditional routes into finance, such as the SIE exam and the pivotal role of organizations like Support to Succeed. He emphasizes the importance of intentional career decisions, networking, and stepping out of comfort zones. We also explore the reciprocal nature of giving and receiving in one’s career and the profound impact of active participation in conferences and mentorship. Tune in to discover how Bradley's journey can inspire your own professional path and the importance of living without regrets.

Connect with us below!

• Bradley Xaltipa on LinkedIn
• Jamie Hopkins on LinkedIn
• FinServ Foundation

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

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 since launching her business. We dive into the importance of adaptability, solid support, and staying true to yourself in the financial services realm.

Bonnie also talks about the power of client feedback, why it's okay not to strive for perfection, and how vital it is to take care of yourself along the way. Plus, as Bonnie gears up to join the FinServ board of directors, we get some fantastic tips and insights for anyone looking to venture into entrepreneurship or simply grow personally and professionally.

Connect with us below!

• Bonnie Treichel on LinkedIn
• Endeavor Retirement
• Jamie Hopkins on LinkedIn
• FinServ Foundation

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