Technology continues to reshape client expectations in wealth management, with consumers comparing advisory firms to companies like Amazon and Coinbase rather than just other financial institutions. Advisors are now challenged with finding a balance between operational efficiency and personal connection. Join host Dave Alison as he continues his conversation on the future of wealth management with Jamie Hopkins, CEO of Bryn Mawr Capital Management and WSFS Bank. Transform your client service experience by learning which processes to automate for maximum impact, how to eliminate client communication black holes during volatile markets, and why AI might actually drive more in-person meetings in the future.

Resources:

• Estate planning platform: Wealth.com
• FinTech platform referenced: Altruist