The Tension
We all feel it—the tension that comes with change, growth, and big decisions. It’s the space between where we are and where we want to be.
These tensions aren’t just challenges to overcome; they’re shaped by conscious and unconscious decisions that rarely have clear right or wrong answers. In each episode, we explore topics of leadership, business, family, and life, unpacking the push and pull between how things are and how they could be.
The Tension
The Next-Gen Tension
The wealth management industry has a talent crisis. So why aren’t we talking more about developing next-generation advisors? Next-Gen advisor advocate Jamie Hopkins joins Travis Penfield and Dan Wanous to have the conversation on how intentional advisors can manage the Next-Gen Tension.
In This Conversation:
- Jamie Hopkins, Chief Wealth Officer of WSFS Bank, CEO of Bryn Mawr Capital Management, and Founder of FinServe Foundation
- Travis Penfield, Founder and CEO of 49 Financial
- Dan Wanous, Head of Business Development at 49 Financial
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