EP 9 – The Holistic Service Model with Jamie Hopkins

Grow Organically
23/10/2024 26 min
EP 9 – The Holistic Service Model with Jamie Hopkins

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Episode Synopsis

Are you maximizing your client relationships to their full potential?  Let’s talk about how you can tap into organic growth and enhance your wealth management practice. Dan Gilmartin sits down with Jamie Hopkins, Chief Wealth Officer at WSFS and CEO of Bryn Mawr Trust, to discuss strategies for accelerating organic growth in wealth management. Jamie …

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