Rewiring Clients For Retirement With Professor Jamie Hopkins
Professor Jamie Hopkins joins me for this episode to discuss how financial advisors can build a model to help clients 'rewire' the way they think about and manage retirement income. We discuss retirement income literacy and the implications for financial advisors. His new book, Rewirement: Rewiring The Way You Think About Retirement!, recently hit the bookshelves.
Interesting Note: Clients without advisors are MORE literate about retirement income than those with financial advisors. Why?
We also discuss the RICP® designation and process for obtaining it. Jamie helped create this program so he is able to provide a deep view into the designation.
Interesting Note: Last year the RICP® had more registrations than the CLU. 11,000 advisors are enrolled today!
Connect With Jamie
About Jamie (From the American College website)
Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The College. Teaching courses in retirement, estate planning, and life insurance, he has educated thousands of financial services professionals and continues to move the needle for retirement income planning.
Professor Hopkins is recognized as one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. Professor Hopkins has also contributed numerous articles for periodicals including Villanova Law Review, Nebraska Law Review, and Hastings Science & Technology Law Journal, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association.
Professor Hopkins received his Bachelor of Arts degree in political science at Davidson College. He then attended Villanova University School of Law, where he obtained his JD and graduated with honors. He later received his MBA from the Villanova University School of Business. Professor Hopkins also holds an LLM from Temple University and two financial planning designations from The American College: the Chartered Life Underwriter® (CLU®) and Retirement Certified Professional® (RICP®).