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The Next-Gen Tension
The wealth management industry has a talent crisis. So why aren’t we talking more about developing next-generation advisors? Next-Gen advisor advocate Jamie Hopkins joins Travis Penfield and Dan Wanous to have the conversation on how intentional advisors can manage the Next-Gen Tension.
In This Conversation:
- Jamie Hopkins, Chief Wealth Officer of WSFS Bank, CEO of Bryn Mawr Capital Management, and Founder of FinServe Foundation
- Travis Penfield, Founder and CEO of 49 Financial
- Dan Wanous, Head of Business Development at 49 Financial
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By How it is and how it could beThe wealth management industry has a talent crisis. So why aren’t we talking more about developing next-generation advisors? Next-Gen advisor advocate Jamie Hopkins joins Travis Penfield and Dan Wanous to have the conversation on how intentional advisors can manage the Next-Gen Tension.
In This Conversation:
- Jamie Hopkins, Chief Wealth Officer of WSFS Bank, CEO of Bryn Mawr Capital Management, and Founder of FinServe Foundation
- Travis Penfield, Founder and CEO of 49 Financial
- Dan Wanous, Head of Business Development at 49 Financial