David P. Kopischke, Cfp® Email & Phone Number

Minnetonka, Mn, Us

Greater Minneapolis-St. Paul Area

Greater Boston Area

Contract assignment for UBS Financial Services, Inc. Traveled to and from Boston, MA weekly to provide in-person training for a large number of Financial Advisors (and their team members) hired in the 4th quarter of 2015. Key areas of focus for the training were: discretionary block trading system, financial planning, client reporting, online services, marketing, and general navigation of the UBS platform itself.

Greater Minneapolis-St. Paul Area

Consulted and supported financial advisors in delivering exceptional client service and driving practice growth by acting as an expert resource in comprehensive financial planning in addition to effective marketing, client review, and practice management. Traveled extensively to deliver training across regions as well as leveraged online resources. » Created and delivered individual and group-based training/education programs for assigned regions.» Served as a subject matter expert on UBS’s Financial Goal Analysis program (MoneyGuidePro), providing comprehensive training from data entry to client presentation.» Coached advisors on methods and strategies for marketing their financial planning process and utilizing the extensive set of resources available through Advisor Marketing Central, including brochures, circulars, and the advisor website. » Involved heavily in best-practice discussions to provide consistent client service and leverage the firm’s contact management platform.» Ranked as top performer for key metrics, including percent of revenue covered by financial plans, percent of advisors with 10+ plans created, and percent to wealth management revenue target.

Greater Minneapolis-St. Paul Area

Collaborated with and supported financial advisors and their teams across two territories in implementing and leveraging UBS technology as a tool and resource for business growth. Built awareness for new technologies and applied a deep understanding of the UBS technology platform to consult in its use from a financial advisor perspective. » Facilitated up to 30 in field training hours per week via individual and group sessions with up to 30 people to educate financial advisors on financial planning tools and programs available at UBS. » Steered financial advisors through UBS’s Financial Goal Analysis (MoneyGuidePro) program, including data entry, strategy development, and plan presentation to client for buy-in.

Greater Minneapolis-St. Paul Area

Coordinated closely with financial advisors in various aspects, including financial planning, practice management, and wealth management products and services. Advised in the use of available financial planning tools, products, and programs.» Promoted best practices for managing business and creating scalable, repeatable business models.