#89 David Kop

2023-05-31

David is the Co-founder of FI Consult. He joins Louis to talk about balancing the gap between the technical and human aspects of financial planning. David Kop LinkedIn: https://www.linkedin.com/in/davidkop/FI Consult: https://www.linkedin.com/company/fi-consult/ For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/ohkj9r Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo....

David is the Co-founder of FI Consult. He joins Louis to talk about balancing the gap between the technical and human aspects of financial planning.

David Kop LinkedIn: https://www.linkedin.com/in/davidkop/
FI Consult: https://www.linkedin.com/company/fi-consult/

For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/ohkj9r

Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/gej1hn

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