Demystifying Leadership and the Art of Giving Feedback-Session recording

Video Transcription

Video Summary

In this video, Daniel Kopp, a fee-only financial planner and financial therapist, discusses the importance of leadership in a financial planning firm. He emphasizes the need for clear expectations, ongoing feedback, and a culture of candor in order to create a successful and effective team. Kopp also provides a case study example where a billing error was made in an RIA and breaks down the contributing factors and root cause of the mistake. He concludes by recommending three books for further reading on leadership. Overall, Kopp emphasizes the importance of taking responsibility as a leader and continually striving for improvement and growth.

Keywords

Daniel Kopp

financial planner

leadership

expectations

feedback

culture of candor

billing error

case study

responsibility