Client Communication: Why Visuals Land When Numbers Don't

Get a free copy of Jamie’s Book, Your Retirement Sketchbook: 125 Retirement planning Lessons from Financial Experts by visiting https://bit.ly/4f3Gzlg.

Many financial planning conversations lean on spreadsheets, Monte Carlo projections, and pie charts, but Jamie Hopkins has built a career around a different approach: sketching. Join host Dave Alison, President of Wealth Management and founding partner at Prosperity Capital Advisors, as he sits down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management, to discuss his new book, Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts. Dave and Jamie explore why sketching and visual tools help clients engage with complex planning concepts, research behind why imperfect drawings invite participation, and how understanding a client's personal money story can transform the advisor-client relationship.

Resources:

• Books referenced:
• Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts by Jamie Hopkins and Bonnie Hopkins
• Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins
• Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki
• Program referenced: RICP® program at The American College of Financial Services (Use C2P15 for 15% off single course enrollments.)

Statistics:

• According to Jamie Hopkins, the Secret Service now estimates the average loss from check fraud at approximately $90,000.
• Research led by UCLA professor Hal Hershfield (2011) found that showing people age-progressed photos of themselves, paired with a prompt to save for their future self, increased retirement savings rates more than standard personalized outreach.