EP 44: Financial Advice w Jamie Hopkins

In this episode of the Roadmaps Retirement Podcast, I am joined by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Executive Officer at Bryn Mawr Capital Management, LLC and Chief Wealth Officer at WSFS Bank  . Jamie shares his professional journey, highlighting his roles and multiple designations. He discusses the importance of financial education, recommending the CFP and RICP designations, and provides insights on the state of financial planning education. The conversation covers career advice for new advisors, emphasizing the need for sales skills and continued education. We also discuss the integration of tax planning, estate planning, and other services into the advisory role. Jamie highlights the importance of having an up-to-date estate plan for clients and provides broader insights into the evolving landscape of financial advice.