Do Business. Do Life. — The Financial Advisor Podcast — DBDL

043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World


Listen Later

Today, 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 relevant in a fast-paced digital world.

 

3 of the biggest insights from Jamie Hopkins…

 

  • The story of how Jamie co-created the RICP program, which more than 20k advisors have gone through. This certification redefined retirement income planning for financial services and has led to better retirement advice for millions of Americans.

 

  • Are you really offering comprehensive planning? Jamie explains many advisors don’t, but claim they do. He then shares advice for how you can limit your scope of services without losing your clients to competitors who offer holistic planning. 

 

  • As AI and technology continue to sweep the financial advisory space, Jamie shares ways advisors can prepare their practice to thrive in the future. 


JOIN THE DBDL INSIDER CREW

To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.


SHOW NOTES

https://bradleyjohnson.com/43


FOLLOW BRAD JOHNSON ON SOCIAL

  • Twitter
  • Instagram
  • LinkedIn


FOLLOW DBDL ON SOCIAL:

  • YouTube - Full Interviews
  • YouTube - Clips from the Show
  • Twitter
  • Instagram
  • LinkedIn
  • Facebook


DISCLOSURE 

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

...more
View all episodesView all episodes
Download on the App Store

Do Business. Do Life. — The Financial Advisor Podcast — DBDLBy Brad Johnson

  • 5
  • 5
  • 5
  • 5
  • 5

5

317 ratings


More shows like Do Business. Do Life. — The Financial Advisor Podcast — DBDL

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,194 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,379 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

668 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

455 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,078 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

796 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Iced Coffee Hour by Graham Stephan/Jack Selby

The Iced Coffee Hour

745 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

748 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

45 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

140 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,003 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

19 Listeners