Jamie Hopkins on Exit Planning, Training New Advisors, and "Your Retirement Sketchbook"

Between Now and Success · Apr 9, 2026 · 58m

Organic growth has been stalling for years. AI is compressing basic money management into a commodity. And in this uncertain economic environment, where even the reliability of the 60/40 portfolio is in flux, advisors can't just count on long bull runs to keep their bottom lines up and their clients happy.

To blast off this plateau, advisors must fundamentally rethink how they train their teams, whom they target as clients, and how they actually deliver advice.

On today's show, I talk to Jamie Hopkins, CEO of Bryn Mawr Trust Advisors LLC and Chief Wealth Officer of Bryn Mawr Trust, about how…