Join 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 why these traits are vital, and I share how my varied career path highlights the importance of adaptability. We discuss the importance of nurturing these qualities, especially in tough times.

The episode also highlights the lack of diversity among Certified Financial Planners compared to academic circles and discusses the importance of creating a more inclusive financial world. Our bridge program has successfully kept diverse talent through mentoring, coaching, and professional development. Additionally, we talk about how activities like running and yoga can improve mental focus and help maintain a balance between professional and personal life.

Jamies Website: JamieHopkins.com

Social: 

https://www.linkedin.com/in/jamiehopkinsfinancialservices/

X: @RetirementRisks



Music in this episode was obtained from Bensound.