EPISODE · May 18, 2026 · 22 MIN
Your Retirement Sketchbook: This $10B CEO Shares Timeless Advice On How To Think In Decades
from Smart Money Circle · host Adam Sarhan
Your Retirement Sketchbook: This $10B Money Manager Shares Timeless AdviceGuest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFSWebsite:https://www.bmt.com/$9.7 B AUM$83B AUAJamie’s Book Your Retirement Sketchbook https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&hvexpln=0&hvlocphy=9012420&hvnetw=g&hvocijid=9417797168261476935--&hvqmt=e&hvrand=9417797168261476935&hvtargid=kwd-2438321451310&hydadcr=22566_13730726_8131&mcid=95ac021b6cc2339c840c1c1b5258a34f&tag=googhydr-20&ref=pd_sl_8genc50o2l_eJamie’s BioJamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA.A Wall Street Journal bestselling author, educator and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA.Jamie is also the founder and president of the 501(c)(3) nonprofit FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.Jamie's new bestselling book is Your Retirement Sketchbook, designed to make retirement planning simple. Jamie has written for MarketWatch, InvestmentNews, ThinkAdvisor, Forbes and Kiplinger.
What this episode covers
Your Retirement Sketchbook: This $10B Money Manager Shares Timeless AdviceGuest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFSWebsite:https://www.bmt.com/$9.7 B AUM$83B AUAJamie’s Book Your Retirement Sketchbook https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&hvexpln=0&hvlocphy=9012420&hvnetw=g&hvocijid=9417797168261476935--&hvqmt=e&hvrand=9417797168261476935&hvtargid=kwd-2438321451310&hydadcr=22566_13730726_8131&mcid=95ac021b6cc2339c840c1c1b5258a34f&tag=googhydr-20&ref=pd_sl_8genc50o2l_eJamie’s BioJamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA.A Wall Street Journal bestselling author, educator and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA.Jamie is also the founder and president of the 501(c)(3) nonprofit FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.Jamie's new bestselling book is Your Retirement Sketchbook, designed to make retirement planning simple. Jamie has written for MarketWatch, InvestmentNews, ThinkAdvisor, Forbes and Kiplinger.
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Your Retirement Sketchbook: This $10B CEO Shares Timeless Advice On How To Think In Decades
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