Tag: Healthy Advisor
The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins

The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins

By |

This month, Jamie Hopkins’ new book, “Your Retirement Sketchbook,” co-written by Bonnie Treichel, hits bookstores, and a lot of advisors know Hopkins as a retirement planning expert. Less known is his own personal story, which includes the passing of his father in a job-site accident when he was 8 years old.

“This has impacted so many things in my life—my desire to be a dad, a sense I would die early, a fear of heights and a scarcity mindset for years around money,” he writes in the book.

In this episode of The Healthy Advisor, host Diana Britton chats with Jamie Hopkins, CEO of Bryn Mawr Trust and co-author of “Your Retirement Sketchbook,” about those fears and how childhood loss shaped his approach to retirement planning and life. He also explains the importance of financial advice access for underserved workers, the career decision that helped him be more present with his children, and why protecting health and relationships should matter as much as building wealth.

Jamie discusses:

  • The childhood tragedy that shaped his perspective on money, planning and family priorities
  • Why many workers in trades and small businesses lack access to retirement guidance and financial advice
  • How one comment from his son reshaped his approach to work and travel
  • How scarcity around money can influence lifelong habits and emotional relationships with finances
  • How Jamie invests in his own health

Resources:

Connect With Jamie Hopkins:

Connect with Wealth Management:

About Our Guest:

Jamie P. Hopkins is CEO of Bryn Mawr Trust Advisors and CWO of WSFS. A Wall Street Journal best-selling author, educator, and executive speaker, Jamie has previously served on numerous advisory boards around the financial services industry, such as Wing.app, Wealth.com, C2P, IncomeLab, and was a national trustee member of NAIFA. He currently sits on the advisory board of Focal, an AI startup. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation, and was recognized as the 2021 RIA Thought Leader of the Year by WealthManagement.com and Top 10 Investopedia 100 Top Financial Advisor for 2023. Jamie has also taught financial planning courses and created course content at Creighton University and American College of Financial Services since 2012.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More
The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

By |

Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character.

But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s disease, a movement disorder of the nervous system. She now enters a new phase of her life, having to deal with this illness.

That wasn’t the first personal hardship she’s faced. In 2020, she lost her husband, Chris, to a sudden and aggressive illness.

In this episode, WealthManagement.com Executive Editor Diana Britton is joined by Lisa Erickson, retired head of the Public Markets Due Diligence team in U.S. Bank’s Wealth Management’s Asset Management Group, who opens up about these personal struggles. These past few years have tested her strength in unimaginable ways, but they’ve also revealed lessons about grief, faith and finding purpose in the face of adversity.

Lisa discusses:

  • Her path into financial services and leadership at U.S. Bank
  • Losing her husband and the grieving process
  • Life adjustments after his passing
  • Receiving her Parkinson’s diagnosis and deciding to retire
  • Coping strategies rooted in faith, gratitude and community
  • The role financial advisors play in helping clients prepare for the unexpected

Resources:

Connect with WealthManagement.com:

Connect With Lisa Erickson:

About Our Guest:

Lisa Erickson is a seasoned financial professional who recently retired as Head of the Public Markets Due Diligence Team at U.S. Bank’s Wealth Management group, where she helped manage over $500 billion in assets. Beyond her successful career, she’s faced profound personal challenges, including the sudden loss of her husband and her own Parkinson’s diagnosis. Through it all, Lisa remains committed to living with gratitude, faith, and resilience, inspiring others with her courage and openness.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More