Between Now and Success Jamie Hopkins on Exit Planning, Training New Advisors, and "Your Retirement Sketchbook"
Apr 9, 2026
Jamie Hopkins, Chief Wealth Officer and CEO at Bryn Mawr Trust Advisors, is an advisor and coach focused on training, exit planning, and retirement visuals. He discusses why old apprenticeship models fail and how to train for an AI era. He explains why exit planning will drive growth, how team structures speed development, and how visual tools like Your Retirement Sketchbook clarify planning.
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Relearn Sales Skills Lost During The Pandemic
- Do rebuild advisors' sales and networking skills now rather than relying on passive market gains or automated comms.
- Jamie Hopkins warns AI made communication easier, but many advisors lost passion prospecting, referrals, and networking during COVID and must relearn them.
Apprenticeship Training Won't Fit The AI Era
- Insight: Apprenticeship training that mirrors past eras won't prepare advisors for rapid change driven by AI and economic shifts.
- Hopkins notes 75% of new advisors leave in five years and warns training must focus on the future, not how veterans were trained.
Hire On Salary And Get New Advisors Client Time Fast
- Do hire new advisors on salary and put them in front of clients quickly to give early at-bats.
- Hopkins argues AI will take repeatable tasks, so firms should accelerate relationship and communication training from day one.
