In a world filled with overwhelming resources on leadership, it might seem like a mystery to lead others and give effective feedback. If you feel that way, you’re not alone! Whether you’re working with a contractor, thinking about your first or next hire, growing a team as an enterprise practice, or anywhere in between, this presentation is designed for you. Presenter Daniel Kopp will draw upon his years of leadership experience as an Air Force officer to help fellow RIA owners reimagine their approach to leading others, set expectations, and master the art of effective feedback. He will also teach the military technique of debriefing – how to review an event and drill down to the root cause of problems. This feedback method showcases contributing factors and provides instructional fixes to help your team develop. The session will also include some case study examples and opportunities to practice in group activities.
Daniel Kopp, MA, MS, CFP®
Daniel Kopp, MA, MS, CFP®, is a fee-only financial planner, financial therapist, and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as military members organize their financial lives by aligning money with their deeply-held values. He leverages his personal experiences as a widower and an Air Force veteran to offer a deeper level of client engagement. Kopp has been a NAPFA member since 2019 and loves helping his fellow members succeed in their life and business. Kopp is now married to his wife Anna, and lives in Sarasota, Florida along with their son where they love to explore new places, try interesting cuisines, play board games, and serve in their local church.