Looking Ahead to the Future of Financial Services

Join Lindsey Lewis, MBA, ChFC®, CFP®, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, for an insightful discussion analyzing the challenges the financial services industry faces in recruiting new talent. Our experts review the recruitment efforts firms are making now and discuss what additional measures can be made to ensure Gen Z is supported as they take over as the next generation of advisors.  

Lindsey Lewis, MBA, ChFC®, CFP®, has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® professional, but she also stands as a champion for diverse women in the financial services industry in her role as managing director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services.

Lewis spearheads the Women Working in Wealth® social media channels, podcasts, and exclusive events. Because of her efforts, Lewis has been honored with 2021’s Investment News 40 Under 40 list and recognized as the recipient of Excell Represents Rising Star Woman in Wealth Management. She also volunteers with $AVVY Ladies, a pro-bono financial planning nonprofit.

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, is the chief executive officer of Bryn Mawr Trust Advisors, serves as a professor of practice with The American College of Financial Services, and is the chief wealth officer of WSFS Bank. Hopkins is a graduate of Temple University School of Law, where he received his LLM. He also attended Villanova University School of Law, where he earned his juris doctorate and his MBA.

A Wall Street Journal best-selling author, educator, and executive speaker, Hopkins serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of National Association of Insurance and Financial Advisors (NAIFA).

Hopkins is also the founder and president of the 501(c)(3) non-profit FinServ Foundation and recognized as a top ten member of Investopedia’s Top 100 Financial Advisors of 2023. Hopkins' new best-selling book is “Your Retirement Sketchbook”, designed to make retirement planning simple.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

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