このエピソードについて
Choosing the right business model can shape your entire career as a financial advisor. But what drives someone to leave commissions behind and embrace independence?
In this episode, James Knapp sits down with Haris Kopic, CFP®, who recently joined Boyum Wealth Architects after 16 years in the industry. Haris shares his journey from graduating during the 2008 financial crisis to finding his footing in the RIA space, driven by a desire for client-centric service and fiduciary responsibility. Together, they explore memorable client experiences, the importance of curiosity in financial planning, and how going above and beyond creates lasting trust.
Haris discusses:
- His transition from commission-based sales to the independent RIA model and why fiduciary duty matters
- A creative airport solution that saved a client $10,000 annually on life insurance premiums
- Common mistakes advisors miss, from outdated policies to overlooked tax strategies
- How curiosity and problem-solving define the best client relationships
- Advice for new advisors and those looking to specialize and find their niche
- And more!
Connect with us!
- (651) 289-6444
- Boyum Wealth Architects
- LinkedIn: James Knapp, CFP®
- LinkedIn: Boyum Wealth Architects
- info@boyumwa.com
- Subscribe to the podcast here!
Connect with Haris Kopic:
About Our Guest:
Haris Kopic, CFP®, is a Wealth Architect at Boyum Wealth Architects with 16 years of experience in the industry. After graduating from Iowa State University in 2008, Haris navigated the challenges of the financial crisis before finding his way to the RIA space in 2011. His approach to financial planning is rooted in curiosity, teamwork, problem-solving, and a commitment to fiduciary responsibility. Haris specializes in helping clients navigate complex financial decisions by understanding their motivations, values, and long-term goals, while delivering the kind of white glove service that builds lasting trust.
