Building a Client-First Practice in the RIA Space with Haris Kopic

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• Common mistakes advisors miss, from outdated policies to overlooked tax strategies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