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Client Communication: Why Visuals Land When Numbers Don't
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Many financial planning conversations lean on spreadsheets, Monte Carlo projections, and pie charts, but Jamie Hopkins has built a career around a different approach: sketching. Join host Dave Alison, President of Wealth Management and founding partner at Prosperity Capital Advisors, as he sits down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management, to discuss his…
The skinny
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