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From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
From the Ground Up
Bridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie Hopkins
The financial advisory world is at a crossroads. There are over 109,000 financial advisors today, with around 40% of them planning to retire in the next ten years. That leaves a big gap to fill. The next generation has plenty of talent, but the challenge is getting them to step up and stick around. Zach Conway and Kelsey McKenna hear from Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, and RICP, who shares his insights into why it's been tough to draw new talent into the wealth management industry and what the industry can do to fix the problem.
Jamie Hopkins brings a wealth of experience and expertise to the podcast, sharing how the FinServ Foundation and Bryn Mawr Capital Management are revolutionizing their spaces.
Connect with us:
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
- Jamie Hopkins on LinkedIn
- FinServ Foundation
- Bryn Mawr Capital Management
- Richard Brandon’s “Disruptive Entrepreneurship”
- Alex Hormozi’s 100M Leads: How To Get Strangers to Want to Buy Your Stuff
Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!