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

Published: Aug. 11, 2021, noon

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We\\u2019re excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of Wise Stewardship Financial Planning\\u2014a two-year-old, 100% virtual fee-only firm that serves over 25 widows and military personnel.\\xa0

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\\xae, 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\\u2019re interested in what it\\u2019s like to build a niche-focused intentional firm, then this episode is for you.\\xa0

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

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