Description

The Power of Story, Personal Loss, and Giving the Gift of Love with Daniel Kopp

In this episode, Daniel Kopp shares his expertise on estate planning. Discover how he combines empathy and technical knowledge to help clients navigate complex estate planning matters.

• Learn how Daniel’s personal journey has shaped his approach to working with clients.

• Discover practical strategies for overcoming client objections and building trust.

• Gain insights into handling sensitive end-of-life conversations with empathy and care.

• Learn how to increase your estate planning completion rate through effective client engagement.

• Explore the importance of a holistic approach to financial planning, including estate planning.

Daniel’s passion for helping clients and his unique perspective make this episode a must-listen for advisors looking to elevate their estate planning services.

Find out more about Daniel here.

Daniel mentioned a lot of great resources that our listeners may want to explore. See the links below:

• https://www.corgenius.com/
• https://financialtherapyassociation.org/
• https://online.k-state.edu/programs/certificates/graduate-certificates/financial-therapy.html
• https://newprairiepress.org/jft/vol12/iss2/2/
• https://www.financialplanningassociation.org/article/journal/AUG19-financial-planning-ambiguous-loss-alzheimers-disease-implications-applications-and

Questions let us know. You can find Encore Estate Plans online here.