Join Schiff Executive Benefits CEO Matt Schiff as he spends time with Jamie Hopkins, Chief Executive Officer at Bryn Mawr Capital Management, LLC. On this episode Jamie, a self prescribed financial advocate who spends a lot of time supporting and improving the financial services industry through education and research shares his insights around retirement education.
Key Insights on Episode 5 Shared by Jamie Hopkins of Bryn Mawr Capital Management
1-When you're expanding hiring somebody you can always wait longer Eventually you need to act You need to take action I do think one useful thing if you're a business owner listening to this is set a goal and hold yourself accountable for it.
2-We also have more money and more wealth in the United States than ever before. 2022 was the single largest growth point of U.S wealth by a percentage in any point in the United States history. So for all the bad things that are going on 2022 is the single largest growth point of U.S wealth at any point in history.
3-At the same time I was also clerking in the appellate division and got to work on one of Bernie Madoff's cases......
4-The decision point finding a financial advisor that fits you and the type of advice that you are looking for falls on the individual today.
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