Jamie Hopkins: Preparing the Next Generation: Essential Tips for Aspiring Financial Advisors

Money Talk with Yu, hosted by Jerry Yu

Join 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.

Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate.

A Wall Street Journal best-selling author, educator, and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.

On today’s Fortify Your Financial Kingdom, Jamie and Jerry discuss how to:

• Overcome challenges faced by aspiring financial advisors and thrive in the industry.
• Discover the immense value of education and certifications in the financial service sector.
• Explore the need for mentors in financial services and how they can shape your career journey.

Key Takeaways:

• Insights About The Financial Services Industry

Knowledge about the industry, such as its trending topics and common issues, can inform decision-making processes and strategies.

• The Significance Of Financial Literacy

It forms the basis for informed decision-making, empowering individuals to navigate complex financial terrains effectively.

• Aspiring Financial Advisors Face Many Challenges

Moreover, with a success rate of only around 15%-17% in the first five years, thriving in this industry requires resilience and adaptability, traits honed only through hands-on

“Education alone isn't good enough. If you just have an education, all you get is smarter people doing the same dumb things. So you need to actually take that into practice and you need to have systems and processes in place where you can marry together thought, leadership, and ideas with the practical world and execution."

— Jamie Hopkins

Contact Jamie:

Website: https://hopkinsretirement.com/

X (Twitter): https://twitter.com/RetirementRisks

Address: 1436 Lancaster Avenue, Berwyn, PA 19312

Phone: [phone]

Email: [email protected]

About the host, Jerry Yu:

Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA)

Office: 500 Technology Dr., #300. Irvine, CA 92618

Work: [phone]

Cell: [phone]

Email: [email protected]

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.