tune in now!
In this episode of The Finance Marketing Podcast, Hillary sits down with Jamie Hopkins, CEO of Bryn Mawr Capital Management and Chief Wealth Officer at WSFS, to explore the talent and retention crisis facing the financial advisory industry and what it means for the future of firms across the profession. Jamie shares the sobering data behind advisor attrition and the looming talent shortfall, breaks down the different ways advisors approach (or avoid) developing next-gen talent, and reveals surprising new research on what young advisors are actually looking for in a firm. Tune in to learn why human connection may become one of the biggest differentiators in the industry, and how thinking about talent development today can directly shape your firm's brand, growth, and long-term value.
CONNECT WITH JAMIE:
Website: BMT.com
FinServ Foundation: FinServeFoundation.org
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