Are you maximizing your client relationships to their full potential?
Let’s talk about how you can tap into organic growth and enhance your wealth management practice.
Dan Gilmartin sits down with Jamie Hopkins, Chief Wealth Officer at WSFS and CEO of Bryn Mawrr Trust, to discuss strategies for accelerating organic growth in wealth management. Jamie shares his unique journey, emphasizing the importance of organic growth, client relationships, and trust in the industry. He discusses his roles at WSVS and Bryn Mawrr Trust, the significance of cross-selling and holistic service models, and the impact of geography on client acquisition. Jamie highlights the importance of good talent for driving organic growth in the industry and the shift towards building trust with clients. Listeners will gain actionable insights on effectively engaging clients, maximizing existing relationships, and the importance of establishing client relationships from as early as the onboarding stage.
Jamie and Mark discuss:
About our Guest:
Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® is the Chief Wealth Officer at WSFS Bank and the CEO of Bryn Mawr Capital Management. In the past, he was the managing director of Wealth Solutions at Carson Group. Jamie is the founder and president of the FinServ Foundation and a finance professor at Creighton University.
Connect with Jamie Hopkins: