Jamie Hopkins is the Executive Vice President and Chief Wealth Officer at WSFS Bank, where he leads the wealth management segment, providing private wealth and trust services to clients through both WSFS Bank and Bryn Mawr Trust. Under Jamie's leadership, WSFS and its associated entities have served clients for over a century, and he has contributed to the financial services industry as an author, educator, and by helping launch over 700 FinServ Foundation fellowships for students.
In this episode…
From inflation and interest rates to housing market stagnation and evolving tax policies, uncertainty seems to be the only constant. How can financial professionals stay grounded while guiding clients through such unpredictable terrain?
According to Jamie Hopkins, a nationally recognized financial educator and thought leader, the key lies in maintaining a long-term perspective amid short-term noise. He emphasizes that inflation is not a one-year issue but a 30-year concern, urging advisors to focus on sustainable financial habits rather than chasing short-term fixes. Jamie highlights that while higher costs and stagnant incomes squeeze Americans, strategic estate planning, diversified wealth management, and proactive communication can help restore confidence.
In this episode of Advisor Today, Chris Gandy sits down with Jamie Hopkins, Executive Vice President and Chief Wealth Officer at WSFS Bank, to discuss navigating economic uncertainty and the evolving financial services landscape. They explore inflation's long-term impact on client behavior, the state of real estate and interest rates, and how AI is reshaping advisory work. Jamie also shares how education, trust, and technology can prepare advisors for the future.
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