52 min
8. Bridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie Hopkins From the Ground Up
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- Investing
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 a...
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 a...
52 min