Focus On Talents: Mapping Success from Financial Planning to RIA CEO with Jamie Hopkins

Pathways with Amber Stitt

🎙️ Join Amber Stitt on a profound episode of The Amber Stitt Show featuring financial services expert Jamie Hopkins. In this enlightening conversation, Jamie shares his personal academic journey, the intricate relationship between success and learning, and his approach to innovation in the field of financial planning education.
**Episode Highlights:**
- Dive into Jamie Hopkins's educational background and how he overcame academic struggles to excel in the financial services industry.
- Discover the significance of emotional intelligence and practical knowledge for achieving success, with examples like industry figure Ron Carson.
- Jamie discusses the creation of the RICP® certification and its impact on retirement income planning education.
- Explore Jamie's key strategies for productivity and continuous growth in the academic and professional fields.
- Understand the importance of integrating technology, interactive content, and hands-on experience into financial learning programs.
- Learn about Jamie's transition to his role at Bryn Mawr Trust and his ongoing efforts to contribute to his local community.
**Key Takeaways:**
- Success is not exclusively determined by academic prowess; emotional intelligence and teamwork play crucial roles.
- The value of pro bono work and real-life training experience is discussed in the context of educational programs.
- Get insights from Jamie on how his past experiences, including being in a band, helped him perform under pressure and deal with unforeseen challenges.
- Jamie reflects on his career achievements, such as his five-year tenure at Carson, the transition to Bryn Mawr Trust, and his involvement in the FinServ Foundation.
**Real Talk:**
- Amber and Jamie delve into the realities of leaning into one's strengths and learning from failures, with an emphasis on personal and professional growth.
- The importance of recognizing the right time for change and mastering change management is explored.
📅 Don't miss out on this captivating episode filled with wisdom and actionable advice for anyone looking to make a mark in the financial services industry or simply find their path to success.
For more information and to explore additional resources, visit Amber's website linked below. Remember, as Amber says, enjoy your journey at home and at work and take action today!
👉 Website: https://www.amberstitt.com/
📚 Find Jamie Hopkins's Books on Amazon!
💼 Learn more about Bryn Mawr Trust:
https://www.bmt.com/
FinServ Foundation Website:
https://finservfoundation.org/
Jamie Hopkins Website:
https://hopkinsretirement.com/
Jamie Hopkins LinkedIn:
https://www.linkedin.com/in/jamiehopkinsfinancialservices/
💌 Subscribe to The Amber Stitt Show for more inspiring conversations with leaders and experts that can help you navigate life’s financial complexities with confidence.
Watch this episode on YouTube: https://youtu.be/gp-JK0W7HeE
🔔 If you enjoyed this episode, don’t forget to like, comment, and share!
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