Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp

XYPN Radio

English - August 11, 2021 12:00 - 51 minutes - 70.2 MB - ★★★★★ - 131 ratings
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Previous Episode: Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

Next Episode: Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman

We’re excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of Wise Stewardship Financial Planning—a two-year-old, 100% virtual fee-only firm that serves over 25 widows and military personnel.

Today, Daniel talks about what it was like starting his firm while navigating some difficult personal circumstances. While he waited for approval to start his firm, he conducted 100 informational interviews, prepared for his CFP®, and got clear on who he wanted to serve and how. Despite pricing himself a little low out of the gate, today, Daniel has a backlog of clients reaching out and credits a lot of his accelerated growth to the investments he made in GoogleAds early on and targeting his niche in Facebook Groups. Daniel shares the importance of a supportive advisor community as he continues to grow his firm and how he would have never started on this journey if he didn't know what was possible thanks to some of the original stories shared on #XYPNRadio.

If you’re interested in what it’s like to build a niche-focused intentional firm, then this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/315