This week, Jack Sharry talks with Jamie Hopkins, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management. Before WSFS Bank, Jamie held various positions at Carson Group, including Managing Partner of Wealth Solutions, Managing Director of Carson Coaching, and Director of Retirement Research. Jamie is also the Founder of FinServ Foundation, a nonprofit dedicated to coaching and developing the next generation of financial professionals.  Jamie shares his journey from personal tragedy to industry leadership, highlighting how his mother’s experience inspired a lifelong mission to expand access to financial guidance. They explore the convergence of wealth management models, the future of trust and estate services, and why firms must invest in people over products. Jamie also discusses his work with the FinServ Foundation, advocating for a more inclusive and sustainable financial industry. In this episode: (00:00) - Intro (02:20) – Jamie’s personal “why” for joining the financial industry (06:13) – A career built on passion, scale, and purpose (09:05) – How firm types are converging in today’s landscape (13:38) – The challenge of defining and delivering differentiated service (17:33) – What’s next: Trusts, estate planning, and digital disruption (19:44) – Why estate planning is the industry’s overdue frontier (22:00) – Jamie’s mission to give back and shape the next generation (25:18) – Three takeaways for the future of financial advice (27:08) - Jamie's interests outside of work Quotes "Great companies come down to great people. Try to find great people to surround yourself with. You're only as good as they are." ~ Jamie Hopkins "I see firms that want to be everything to everybody, and realistically, you usually cannot be that. That holds you back from some of the growth and scale that you might be looking for." ~ Jamie Hopkins "Wealth management services look more similar everywhere. It's your people for the next decade that are going to distinguish you from anywhere else. So, invest in your people, take care of them, hire great people, find great people, and keep them." ~ Jamie Hopkins Links  Jamie Hopkins on LinkedIn WSFS Bank FinServ Foundation The American College of Financial Services Carson Group  Omani Carson SEI iCapital Trust & Will Wealth.com Wealth Management EDGE Conference Financial Services Institute Schwab Impact conference McKinsey Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook