Mastering the Business of Financial Planning with David Kop

PROpulsion LIVE

Send us a text

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.
Leave us a comment with your thoughts and questions.
Subscribe for more insightful episodes: Click the SUBSCRIBE button HERE:
https://www.youtube.com/@PROpulsionLive
Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.
Connect with David:
David on LinkedIn: / davidkop
- - Take the Professional Practice 10.0 Scorecard --
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt
- - Get the Financial Advisor Playbook Now: --
Physical Book: https://www.takealot.com/the-financia...
Get the digital copy on Amazon:
https://www.amazon.com/dp/B0D8BL2CGH
- - Learn more about PROpulsion: --
👉 https://www.propulsion.co.za/community

章

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)