Mastering the Business of Financial Planning with David Kop

PROpulsion LIVE

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In this episode of PROpulsion LIVE, we sit down with David Kop, a Certified Financial Planner® and business consultant, to discuss the challenges financial planners face when running their own businesses. Many financial planners start out doing everything themselves, from operations to client engagement, which quickly leads to burnout.
David shares insights from his years of experience, breaking down the functional structure of a financial planning business into three key areas: operations, compliance, and client engagement. We’ll explore the roles within these areas, the importance of an Operations Manager, and how financial planners can get back to doing what they love—helping clients.
Join us to learn how to build a better, more sustainable financial planning business and take control of your practice.
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Connect with David:
David on LinkedIn: / davidkop
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Rozdziały

1. Mastering the Business of Financial Planning with David Kop (00:00:00)

2. Transitioning to Entrepreneurship in Financial Planning (00:00:06)

3. Navigating the Business Functional Areas (00:05:59)

4. Managing Operations in Financial Planning (00:18:38)