Shows
MSUWMA PodcastSummer Rewind S2 Ep. 9 - Maximizing Your Impact with Jamie Hopkins - S8 Ep.6Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 8 with an interview from Jamie Hopkins. Jamie is currently the CEO of Bryn Mawr Capital Management, CWO of WSFS Bank, Founder and President of FinServ Foundation, Finance Professor of Practice at Creighton University's Heider College of Business, and Founder and Owner of Hopkins Retirement Consulting.We hope you Enjoy!Jamie's LinkedIn: https://www.linkedin.com/in/jamiehopkinsfinancialservices/details/experience/Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/WMA website: http://msuwma.comContact: msuwma@gmail.com2025-07-2148 min
The Intelligent Retirement PodcastPreparing to Face the New Risks of Retirement with Jamie HopkinsIn this episode of the Intelligent Retirement Podcast, renowned retirement speaker and author Jamie Hopkins joins host James M. Matthews to discuss the various risks associated with retirement, emphasizing the importance of adaptability, planning, and execution. They explore longevity risk, health care costs, family legacy planning, and the impact of public policy on retirement security. The conversation highlights the need for a shift in mindset from accumulation to decumulation, focusing on sustainable income and the importance of having difficult conversations about end-of-life planning.Key TakeawaysRisk in retirement is fundamentally different from accumulation risk.Longevity risk...2025-06-1752 min
FinServ Podcast26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds InvestorIn this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it.Here’s the core issue: advisors say they’re client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations. Meanwhile, research shows clients stay loyal because of service, not performance.This episode is a must-listen for founders, advisors, and anyone who wants to build a business rooted in trust, not jargon.Connect with us below...2025-06-1036 minFinServ Podcast25. How AI Agents Are Changing the Game for Financial Advisors with John ConnellIn this episode, Jamie and special co-host Brodrick Lothringer explore how artificial intelligence is reshaping the future of financial advising—with insight from John Connell, Co-founder and CEO of Focal.While many tools promise efficiency, Focal delivers real transformation: AI agents that work across platforms—planning tools, CRMs, and more—to take real action, not just notes. With up to 15 hours saved each week, advisors can grow their client base and focus on the human side of the business.John also explains how Focal is tackling critical concerns around data privacy and compliance through stateless design...2025-05-2726 minFinServ Podcast24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFaddenIn this episode, Jamie and special co-host Brodrick Lothringer explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.We talk about why communication is the make-or-break skill in financial advising, how to build trust fa...2025-05-2133 min
Don't Do ThatDon’t Compare Yourself to the Average with Jamie Hopkins, WSFS, Bryn Mawr Capital ManagementIs benchmarking your business by the "industry average" holding you back? In this episode of Don't Do That, Kelly Waltrich sits down with Jamie Hopkins, Chief Wealth Officer at WSFS Bank, to discuss leadership, talent development, and why average benchmarks might be limiting your growth potential. Jamie shares his experience transitioning from frequent travel to a more balanced life, his work with the FinServ Foundation helping young professionals enter the financial industry, and why he believes comparing yourself to averages is a recipe for mediocrity. Throughout their conversation, Kelly and Jamie explore the changing landscape of...2025-05-1738 minFinServ Podcast23. Access and Advocacy in Finance with Dale BrownRegulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of the Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry. Connect with us below!Dale Brown on LinkedInFinancial Services InstituteJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn PodPonyIf you want more information on the FinServ Foundation, be sure to check out our website by click...2025-04-0323 min
Decidedly I Decision Tips for Business OwnersEp.181 | Deciding to Own Your Schedule: Hidden Costs of Being ‘Always Available’ with Jamie HopkinsHow much of your time is actually yours?Jamie Hopkins is back, and we’re breaking down what it takes to run a company without letting it run your life. He cuthis travel by 90%, began coaching his kids’ sports teams, and took on a bigger leadership role in business—all by making one critical decision.We’re also talking about the kind of curiosity that makes or breaks leaders, how most CEOs sabotage themselves, andhow the best ones build teams that don’t fall apart without them. KEY TOPICSW...2025-03-1955 minFinServ Podcast22. Finding Your Brand with Samantha RussellYour work doesn’t speak for itself—you do. Marketing guru Samantha Russell joins the show to reveal how financial advisors can stand out without feeling overly promotional. From documenting your journey in public to leveraging client questions for content, she shares simple yet powerful strategies for building an authentic personal brand.Learn why personal branding beats company branding, how video content builds trust, and why consistency is key. Connect with us below! Samantha Russell on LinkedInSamantha Russell’s websiteJamie Hopkins on LinkedIn FinServ Foundation If you want more information on the FinServ Foundation...2025-03-1335 min
Oh Crap with Jamie213: Capacity Expert and Therapist: RaQuel Hopkins!Hey there! It’s Jamie from "Oh Crap Parenting" and in this week’s episode, I'm super stoked to chat with Raquel Hopkins, a certified coach, therapist, and the founder of Success is Complicated. We’re diving into the concept of capacity in parenting, something I’ve touched on before, but Raquel brings a whole new depth to it. She shares her journey from a high-flying HR professional to a mental health advocate, stirring in some fresh insights from adult development theory and how it meshes with our everyday struggles and triumphs as parents. We talk about everything from the pres...2025-03-1343 min
roadmap to RETIREMENTEP 44: Financial Advice w Jamie HopkinsIn 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 servi...2025-02-0529 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 22 | Planning For the End, Preparing For the Future with Jamie HopkinsWhat do a fog machine, digital assets, and mentorship have in common? They’re all part of Jamie Hopkins’ journey in finance. From his childhood experiences with money to his career as foremost retirement expert, Jamie shares insights on building a secure financial future and shaping the next generation of advisors.Connect with us below! Jamie Hopkins on LinkedIn Bryn Mawr Trust Brittany Mason on LinkedIn Banríon Capital Management2024-12-1746 minFinServ Podcast21. The Future of Finance with Tyrone RossIn this episode, Tyrone Ross shares his journey from juvenile probation officer to leader in finance, exploring the loneliness that can come with leadership and the value of mentors. He talks about building strong teams, the importance of shared goals, and his belief that true success includes health. Tyrone’s story shows how purpose, wellness, and teamwork can shape a meaningful career.Connect with us below! Tyrone Ross on LinkedInTurnkey401 FinancialJamie 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 l...2024-11-1438 min
Lead-Lag LiveJamie Hopkins on Preserving Legacies, Digital Asset Challenges, and Modern Estate Planning StrategiesDiscover the secrets to preserving your legacy with expert insights from Jamie Hopkins on the Money Show. We unravel the complexities of estate planning, focusing on the often-neglected aspects of digital assets and their troublesome transfer upon death. With the evolution of online accounts and changing legal landscapes, many are left unprepared and at risk of having outdated wills. Dive into how modern technology and AI could simplify this daunting process, ensuring your estate plan remains current and effective.Navigating the digital world posthumously can be a legal quagmire, but there are solutions. Jamie sheds light on...2024-10-2826 min
Grow OrganicallyEP 9 – The Holistic Service Model with Jamie HopkinsAre you maximizing your client relationships to their full potential?
Let’s talk about how you can tap into organic growth and enhance your wealth management practice.
Dan Gilmartin sits down with Jamie Hopkins, Chief Wealth Officer at WSFS and CEO of Bryn Mawr Trust, to discuss strategies for accelerating organic growth in wealth management. Jamie shares his unique journey, emphasizing the importance of organic growth, client relationships, and trust in the industry. He discusses his roles at WSVS and Bryn Mawr Trust, the significance of cross-selling and holistic service models, and the impact of geo...2024-10-2326 min
Land & Everything Else23. Building Wealth and Enhancing Retirement with Jamie HopkinsIn this episode, Jamie Hopkins, CEO at Bryn Mawr Capital Management, shares practical tips for building financial success. How do you develop good money habits in your 20s and 30s? We provide tips, such as, saving automatically, managing spending, and investing wisely. Additionally, Jamie explains when to focus on growing wealth and when to start diversifying to protect it.We also discuss seeking reliable financial advice, understanding complex strategies like Roth conversions, and the risks and rewards of investing in real estate. As you plan for retirement, Jamie covers moving beyond traditional investments and explores options like...2024-09-1932 minFinServ Podcast20. The First 90 Days: How to Start Your New JobThis episode shares tips for making a great impression in the first 90 days of a new job. We break down a simple 30-60-90 day plan to help you settle in, learn the company culture, and start making an impact. Along with advice on setting routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pressure role at the NSA. Whether you're starting a new job or just want to improve your approach, this episode offers practical advice and a few laughs to help you succeed.Connect with us below! D...2024-09-1934 minFinServ Podcast19. Salary Negotiation with Emily BinderIn this episode, Emily Binder shares how to negotiate salaries and advance your career with confidence. She offers practical tips from her experience and from Chris Voss's book "Never Split the Difference." We also talk about why changing jobs every few years can boost your earnings and career growth, how to know when it's time to make a move, and the importance of mentors and sponsors at work.We dive into fresh work ideas like working smarter, not harder, and using AI for side projects. Emily's journey of starting two companies from scratch gives a great example...2024-09-0533 minFinServ Podcast18. This Could’ve Been an Email…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...2024-07-0430 minFinServ Podcast17. Unique Routes to Thriving in Finance with Bradley XaltipaWhat 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 c...2024-06-2025 minFinServ Podcast16. How Listening to Clients Can Transform Your Business with Bonnie TreichelReady 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 i...2024-06-0628 min
The Humans vs Retirement PodcastRewiring The Way We Think About Retirement with Jamie HopkinsSummary Jamie was a professor at The American College and Director of the New York Life Center for Retirement Income. He is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, “Rewirement: Rewiring The Way You Think About Retirement,” details the behavioral finance issues that hold people back from a more financially secure retirement. Jamie’s impact on retirement planning has been well recognized as he has been named as both a top 40 financial services professional under the age of 40 by InvestmentNews and a top 40 young attorney under the ag...2024-05-241h 06FinServ Podcast15. Finance in Agriculture and the Alt Frontier with Dr. Craig LemoineDiscover the world of agriculture through the lens of finance with Dr. Craig Lemoine, who joins us to talk shop about the specialized needs of farmers and ranchers. We get into the essential economic contributions of agriculture, and the mission of the Agriculture-Focused Financial Planner (AFFP) program at the University of Illinois, shedding light on the complexities of advising within the farming sector, which is intertwined with illiquid assets, unique tax considerations, and a tradition of generational wealth.Our conversation with Dr. Craig isn't just about nuts and bolts; it's about the heart of financial planning—building re...2024-05-0930 min
Only Fee-Only#87 - Finance Grit, Communication, and Adaptability with Jamie HopkinsJoin financial expert Jamie Hopkins as we delve into career development in the unpredictable financial services sector. Jamie went from being an enthusiastic private equity attorney to leading roles as co-director of the New York Life Center for Retirement Income and CEO at Bryn Mawr, sharing valuable insights along the way. He discusses the importance of trust in financial planning and his commitment to improving retirement income security, offering practical advice for seasoned professionals and newcomers.We explore how perseverance, flexibility, and excellent communication skills are often more crucial than academic achievements for financial success. We examine...2024-05-0137 minFinServ Podcast14. Tight Aggressive: The Journey Into Quantitative Finance with Cliff AsnessHow did a middle-class kid go from watching superhero cartoons to scaling the heights of Wall Street? Cliff Asness, the quantitative virtuoso behind AQR, pulls back the curtain on his journey from comic book fan to financier. In this episode of the FinServ Podcast, Dr. David and Cliff take us along on their journeys through underachieving adolescence and how tough lessons fostered discipline, resolve and ambition. From academic dilemmas and professional pivots, Dr. David and Cliff highlight the profound impact of mentors, chance, and the decisions we make in the heat of the moment. Whether it's choosing a...2024-04-2532 minFinServ Podcast13. Charting a Path in Finance: Utilizing CommunityThe journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of whether you’re a mentor or mentee. From battling imposter syndrome to creating organic growth, Episode 13 of the FinServ Podcast highlights the transformative power of community, especially for financial advisors. Through the lens of Jess and Gracelynn, we delve into the...2024-04-1133 min
“Fun With Annuities” The Annuity Man PodcastJamie Hopkins: Retirement Planning And The Why That Makes You Cry (TAM Classic)In this episode, The Annuity Man and Jamie Hopkins discuss: ROS - Return on Sleep From an accumulation to a decumulation mindset Living your retirement meaningfully Changing your relationship with money Key Takeaways: People often don’t care about optimal, people care about being happy. Giving people a good retirement experience, a Return On Sleep, is better than giving optimal results. Point your focus towards what you’re planning to work towards or what you want to acquire - accumulating money isn’t going to do...2024-04-0952 minFinServ Podcast12. Guiding the Next Generation: Insights on MentorshipJoin Jamie Hopkins as we navigate the impact of mentorship within the professional realm. Kellan Brown from FinServ, a virtuoso in sales leadership, joins us alongside Meg Roberts, a University of Colorado senior, to discuss the indelible marks mentorship has left on their lives. Kellan's journey from mentee to mentor reveals a wealth of insights into nurturing talent and building career foundations. Meanwhile, Meg, with her academic background in accounting, finance, and Chinese, shares how her mentorship with Kellan has sculpted her decision-making prowess and spurred her personal evolution.This episode is full of candid anecdotes and...2024-03-2726 min
Rethink. Financial AdviceFinancial Advice in the convenience economy featuring Jamie HopkinsWhat is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and in...2024-03-2037 minFinServ Podcast11. Bridging Ambition and Experience: The Power of MentorshipWhen talking about relationships, we often focus on the bond created between the client and the professional. However, establishing a strong mentor-mentee relationship in your career is essential for personal and professional growth. This week on “FinServ”, Kate Healy, founder of AdvoKate IQ, LLC, and her mentee, graduate student Valentyna Voloshyna, share their experiences with FinServ’s mentorship program and bridging the gap between experience and ambition. Their story underscores the FinServ mentorship program’s value, highlighting its role in guiding career paths and enriching lives. This week’s candid discussions reveal the adaptability, commitment...2024-03-1424 min
The Advice Business PodcastBridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie HopkinsThe financial advisory world is at a crossroads. There are over 109,000 financial advisors today, with around 40% of them planning to retire in the next ten years. That leaves a big gap to fill. The next generation has plenty of talent, but the challenge is getting them to step up and stick around. Zach Conway and Kelsey McKenna hear from Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, and RICP, who shares his insights into why it's been tough to draw new talent into the wealth management industry...2024-02-2252 minFinServ Podcast10. Redefining Innovation: Pushing the EnvelopeInnovation 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 wil...2024-02-2039 min
Pathways with Amber StittFocus On Talents: Mapping Success from Financial Planning to RIA CEO with Jamie Hopkins🎙️ Join Amber Stitt on a profound episode of The Amber Stitt Show featuring financial services expert Jamie Hopkins. In this enlightening conversation, Jamie shares his personal academic journey, the intricate relationship between success and learning, and his approach to innovation in the field of financial planning education.**Episode Highlights:**- Dive into Jamie Hopkins's educational background and how he overcame academic struggles to excel in the financial services industry.- Discover the significance of emotional intelligence and practical knowledge for achieving success, with examples like industry figure Ron Carson.- Jamie discu...2024-02-2036 min
The Investipal PodcastThe Future of Financial Services With Jamie HopkinsJamie Hopkins, CEO of Bryn Mawr Capital Management and founder of the FinServ Foundation, discusses the challenges and opportunities in the financial profession and how his foundation is helping the next generation of financial professionals.
He emphasizes the importance of soft skills and mentorship in the industry. Hopkins also shares insights on the future of the financial industry, including the shift towards integration and convenience for clients.
He highlights the gaps in client expectations and service delivery, as well as the impact of fees and the rise of ETFs. Finally, he provides tips for breaking...2024-02-0427 minFinServ Podcast8. Mastering the Art of Critical ThinkingHave 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...2024-01-2632 minFinServ Podcast7. Outsmarting the Clock in a World Full of DistractionsEver 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 s...2024-01-1139 min
Money Talk with Yu, hosted by Jerry YuJamie Hopkins: Preparing the Next Generation: Essential Tips for Aspiring Financial AdvisorsJoin renowned financial advisor Jamie Hopkins as he challenges the status quo, aiming to make financial advice accessible to all, despite facing industry barriers and skepticism.About Jamie Hopkins:Jamie P. Hopkins is the SVP and Director of Private Wealth Management. He has extensive wealth management experience. In his role, Jamie leads and grows Bryn Mawr Trust’s private wealth management business and helps shape the thought leadership around planning in the profession. Before joining Bryn Mawr Trust, Hopkins served as a Managing Partner at Carson Group.Ja...2024-01-0919 min
DAD TalksRaising Kids with the End in Mind: Focus on the Ordinary Time | Jamie Hopkins"I wasn’t getting to their heart because I hadn’t logged enough quality time to earn the collateral to discipline." -Jamie Hopkins
On this episode of DADtalks, Jamie Hopkins joins the show to share his story and insights from raising 3 kids to entering the next stage of being a grandpa.
In this episode:
-Jamie shares his struggles of being a dad at 18 which included losing their first child to SIDS
-Working to improve as a husband and dad continually
-Life lessons from his love of drumming2024-01-081h 39
Decidedly I Decision Tips for Business OwnersEp.120 I Jamie Hopkins I Deciding for What's Next: Navigating Life's Biggest TransitionsJamie Hopkins joins Sanger and Shawn to dive into retirement's 'to' versus 'from' transition, crafting real freedom, and defining meaningful legacies. KEY TOPICSRetiring “to” something when you retire “from” your business. What freedom in retirement looks like for you. Naming your life’s aspirations (they’re different than goals). MENTIONED IN THIS EPISODEHal Herschfield’s book: Your Future Self: How to Make Tomorrow Better TodayDan Sullivan’s work: https://resources.strategiccoach.com/authors/dan-sullivanDON'T HAVE TIM...2023-12-2051 min
Do Business. Do Life. — The Financial Advisor Podcast — DBDL043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital WorldToday, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift in how advisors help clients secure their financial futures. In this episode, Jamie shares his motivations for getting into financial services and a ton of advice for advisors who want to build a winning practice that stays rele...2023-12-201h 01
Phi-Lacrosse-ophy PodcastPhi - Lacrosse - Ophy Podcast Season 6 Ep 12 - Johns Hopkins Assistant Coach John CrawleyJohns Hopkins Assistant Coach and Offensive Coordinator John Crawley joins Jamie on the show to discuss his lacrosse journey and mentors, his offensive philosophies, the Hopkins offense, experimenting in practice, and more!2023-12-181h 10
"Unretired" & Inspired - A Retirement Planning Podcast91: Jamie Hopkins: The Power of Guardrails - New Solutions for an Age-Old ConcernCaleb and Riley are joined by Jamie Hopkins, co-author of Find Your Freedom: Financial Planning for a Life on Purpose. Jamie also wrote the book Re-wirement: Rewiring the Way You Think About Retirement! Jamie specializes in modern retirement income planning, estate planning and tax efficiency; helping clients get the most out of their retirement income. Jamie is a nationally recognized writer, podcaster, researcher and educator; and a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s a go-to expert on retirement income planning and ta...2023-12-1150 minFinServ Podcast4. Breaking Barriers in through Lifelong LearningIn 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...2023-11-2437 minFinServ Podcast2. Networking and Building Genuine RelationshipsEver 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...2023-11-2032 minFinServ Podcast1. Applying for JobsYou'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...2023-11-1932 minMSUWMA PodcastMaximizing Your Impact with Jamie Hopkins - S8 Ep.6
The Director of Private Wealth Management for Bryn Mawr Trust, founder of the FinServ Foundation, and Hopkins Retirement Consulting, while being an amazing friend and family man, Jamie Hopkins can do it all. In this episode, we talk about Jamie’s numerous achievements, the importance of finding your why, along with advice for the next generation of financial advisors. Hope you enjoy!
Jamie Hopkins Links:
https://www.linkedin.com/in/jamiehopkinsfinancialservices/
https://www.bmt.com/
https://finservfoundation.org/
Podcast Team Links:
Allison Bonner - https://www.linkedin.com/in/allison-bonner-2ba33b1a8/
Jeffrey Nugent - https://www.linkedin.co...2023-11-1648 min
The Bliss CodeNutrition Unveiled: Chatting Life Transformation & Myth-Busting with Dietitian Kayla HopkinsJoin me, Jamie Drew, and my special guest, the incredible Dietitian Nutritionist (and my sister!) Kayla Hopkins, MS, RD, LDN as we dive deep into the concept of 'Quantum Balance.' In this enlightening episode, we bridge the worlds of quantum leaps and nutritional science, revealing the synergies between mindset shifts and bodily wellness. Discover the power of intentional eating, how ancient philosophies merge with modern nutrition, and how your energy and nutrition can be elevated through quantum principles. And remember, your transformation journey doesn't end here. Connect with us further on our website www.theblisscode.net and Instagram @ideal...2023-11-051h 13
WealthManagement EDGEWealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong LearningCareer shifts and mentorships keep Jamie Hopkins facing forward.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what it means to provide a community of support and mentorship to young professionals through the FinServ Foundation.
Specifically, Nabia and Jamie discuss:
Jamie’s career transition insights and embracing new challenges in finance
Impactful success stories from Carson Grou...2023-11-0231 min
Growing Your Financial Business...The Woman's WayShaping The Next Era Of The Financial Industry with Jamie Hopkins & Ana Trujillo LimonAs older financial advisors begin to retire, the industry is going to change drastically — giving you both an opportunity for exponential success AND a chance to transform the industry for the better. In this episode, Jamie Hopkins and Ana Trujillo Limon, industry veterans and co-hosts of the Framework Podcast share how to make the best of the increasing need for financial advisors. Get ready to gain valuable insights on the future of financial advising and the importance of diversity within the industry.Here you will learn:- The growing impact of AI an...2023-10-2534 min
Diversity in Action™Learn about the FinServ Foundation with Jamie Hopkins and Dr. Julie RagatzWelcome to the second episode of the Diversity in Action™ podcast Season 2!Joining us in this episode is Dr. Julie Ragatz and Jamie Hopkins from Carson Group, a renowned organization dedicated to empowering young financial advisors and fostering career growth. Dr. Julie Ragatz leads Carson Group's Next Gen program, which provides valuable support to young professionals in the financial industry. Jamie Hopkins, the managing partner of Wealth Solutions at Carson Group, brings a wealth of experience as a finance professor, author, podcaster, and co-founder of the FinServ Foundation.In this episode, they discuss the importance of...2023-09-1252 minLead-Lag LiveStop Believing the Myth! Expert Jamie Hopkins reveals the Best Way to Plan for Retirement!100 minus your age is a poor retirement formula.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.In this eye-opening podcast, we sit down with Jamie Hopkins, an expert in retirement planning, to discuss the retirement lie that many of us have been told. For years, the conventional wisdom has been that you should subtract your age from 100 to determine the percentage of your retirement portfolio that should be invested in stocks. However, as Jamie points out, this formula is outdated and can actually...2023-04-1445 min
Financial Planning For Canadian Business OwnersFind Your Freedom with Jamie Hopkins | E102Jason talks to Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. Jamie is a well-known personality in the US Financial advisory space and recently published a book called Find Your Freedom Financial Planning and Life Purpose.Episode Highlights:05:17: As per Jamie one must take care of basic level of financial planning, cash and flow, budgeting, debt management before one can move on to more complex financial planning, pictures, and strategies.07:21: Jamie shares his background story and the motivation behind writing...2023-04-1334 min
The Intangible Balance Sheet PodcastIntangible Balance Sheet 28: Jamie HopkinsWelcome to this week’s Intangible Balance Sheet Episode. Jamie Hopkins stops by to share his story with us. He comes from an entrepreneurial family with strong community ties. Jamie shares how his Dad passing away when he was eight years old influenced his view of life and opportunities. Listen in for more of his inspring story. Please feel free to like, and share this episode as well as subscribe to our channel! JOSH KLOOZ, CFP®, MBA SENIOR WEALTH PLANNER Phone 281.719.0036 Text 281.699.8691 Fax 281.719.0156 jklooz@carsonwealth.com 1780 Hughes Landing | Suite...2023-03-2745 min