Jamie Hopkins
Executive Vice President and Chief Wealth Officer of WSFS and Bryn Mawr Trust, a division of WSFS Bank. An award-winning certified financial planner and retirement income expert and author of two bestselling books.
Best podcasts with Jamie Hopkins
Ranked by the Snipd community
Aug 29, 2025 • 26min
Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning
Jamie Hopkins, an award-winning certified financial planner and Chief Wealth Officer at WSFS, sheds light on the significant risks of digital asset management in retirement planning. He highlights that digital assets can average around $190,000 for Americans and discusses how improper management can lead to substantial risks, including digital theft. Hopkins also emphasizes the importance of integrating these assets into estate planning and shares strategies for enhancing security and preventing identity theft, while tackling recent tax legislation changes that could impact retirement savings.
Mar 20, 2024 • 38min
Financial Advice in the convenience economy featuring Jamie Hopkins
Join Jamie Hopkins, an experienced tax attorney and CEO of Bryn Mawr Capital Management, as he dives into the convenience economy reshaping financial advisory. He explores why clients prioritize convenience in financial services over traditional experience, highlighting critical areas like tax planning and estate services. Jamie shares insights on how advisors can differentiate themselves, address client needs, and manage digital assets effectively. Plus, discover strategic approaches for integrating technology and building referral networks!
