Hosted By
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at Bryn Mawr Trust and WSFS, turned personal tragedy—the loss of his father at a young age—into a mission to make financial advice accessible to working-class families. His varied career, from law to academia and corporate leadership, is grounded in this purpose. He co-created the Retirement Income Certified Professional® (RICP®) program, transforming retirement education with scalable, digital, and practitioner-led content that has impacted thousands of advisors. Jamie champions a flat leadership structure that empowers frontline advisors and builds trust through accountability.
Through the FinServ Foundation, he addresses industry diversity and the advisor shortage by providing mentorship, coaching, and access to underrepresented talent. Jamie highlights the evolving role of advisors as trusted guides amid increasing technology use and aims to double his firm’s business in three years. His story shows how purpose-driven leadership and innovative solutions can broaden the reach of financial services and foster lasting client relationships.
Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also...
Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a...
In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals,...