Podcast appearances and mentions of thomas kopelman

In this value-packed episode, Thomas Kopelman returns to share how he's built a thriving advisory practice generating $1.5 million in annual revenue with extraordinary profit margins. Thomas breaks down his business model serving business owners through a high-touch, premium flat-fee approach ranging from $12,000-$18,000 annually.Listeners will discover Thomas's detailed client service approach, including his team structure that maximizes everyone's strengths, his "reverse engineering" process to understand client needs, and his commitment to responsive service with emails answered within 12 hours. He also shares his evolution from using Twitter for client acquisition to now growing primarily through referrals.Whether you're a solo advisor looking to grow or already managing a team, this conversation delivers practical takeaways for elevating your client service model and business profitability.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and ser...

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Charlene Cong, CFA, investment coach and founder of FinFit about changing the way we think about money and democratizing financial literacy. In this episode we discussed:Simplicity wins with money. Why a long term mindset and consistency are critical for success.Investing is for everyone, not just for the rich.  What is a Chartered Financial Analyst (CFA)?The relationship between fitness and finances. Start investing as early as possible - invest for your kids (it's the power of compound interest). Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Connect with Charlene Cong:Website (website)  www.charlenecong.comFinFit GmbH Website: www.finfitsolution.comLinkedIn (LinkedIn) https://www.linkedin.com/in/charlenecong/Instagram (Instagram) Resources:Budgeting and Spending Template (free): (here)Investment Masterclass: (here)Youtube (here) https://www.youtube.com/@CharleneCongPodcast:Charlene's Podcast (YouTube) Mentioned on this episode:The Get Ready Money Podcast: The Power of Compound Interest with Mac Gardner, Derrick Wesley, Chris Mouzon & Thomas Kopelman (here).Warren Buffett's Annual Letter to Berkshire Hathaway Shareholders (here).The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham (Amazon). The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley and William Danko (here) The Four Money Bears by Mac Gardner (Amazon) The Monster Job by Faith Teope (Amazon)Sammy Rabbit's Money School (here)Support the show

Curious about building a thriving RIA in just three years? Thomas Kopelman, co-founder of All Street Wealth, shares how he did it by focusing on content creation and tailoring services for high-income millennials and professionals with equity compensation. In this episode, Thomas walks us through his unique tax planning approach—adding value that goes beyond standard advice.We also dive into the balance of scaling a firm while keeping a boutique feel, from hiring specialized planners to keeping communication crystal clear. Thomas reveals the power of authentic client relationships and content as a growth engine. Tune in for practical tips on scaling your advisory business and strengthening client connections!

In this episode, hosts Thomas Kopelman and Jacob Turner are joined by returning guest Broc Buckles, an expert in the insurance space. Together, they dive deep into the world of life insurance, breaking down the different types, including term and permanent insurance, and discussing when and why you might need them. Key Topics Covered: Overview of life insurance: term vs. permanent How to determine how much life insurance you need The importance of reevaluating your life insurance needs during major life changes Common misconceptions about whole life and indexed universal life insurance Use cases for term and permanent life insurance, including family protection, business agreements, and estate planning Whether you're new to the world of insurance or looking to refine your understanding, this episode is packed with valuable insights and practical advice. Timestamps:00:00 - Introduction00:18 - Disclaimer00:33 - Guest Introduction: Broc Buckles02:03 - Overview of Life Insurance Types02:22 - How Much Life Insurance Do You Need?04:25 - Reevaluating Your Life Insurance Needs11:07 - Common Misconceptions in the Insurance Industry15:10 - Use Cases for Term Life Insurance20:26 - Use Cases for Permanent Life Insurance29:40 - Conclusion

In this episode of the Long Game podcast, Thomas Kopelman and Jacob Turner dive into the often-overlooked topic of umbrella insurance coverage. Aimed primarily at high net worth individuals and those on their way, the discussion highlights the critical importance of understanding this type of insurance and how it can serve as a safety net in the face of unforeseen circumstances. Here are three key takeaways from this episode that you won't want to miss: What is Umbrella Insurance and Why You Need It: Umbrella insurance acts as an additional layer of protection on top of your existing auto and homeowners insurance. It's designed to cover you in the event of a major liability claim, which can be financially devastating. We discuss a real-life scenario where a car accident could lead to a $3 million payout, and how umbrella insurance can help mitigate that risk. If you have assets to protect, this coverage is essential! Affordability vs. Value: Many people assume that comprehensive insurance coverage comes with a hefty price tag. However, we break down the costs and reveal that umbrella insurance can be surprisingly affordable—often ranging from $150 to $500 a year per million in coverage. When you consider the potential financial ruin from a single lawsuit, this investment is a no-brainer! Understanding Exclusions and Risks: Not all umbrella policies are created equal. It's vital to understand the nuances of your policy, including any exclusions that may apply. We share a cautionary tale about a client whose umbrella policy didn't cover a dog bite incident because the breed was excluded. Always consult with your insurance professional to clarify what your policy covers and what it doesn't. In this episode, we aim to explain umbrella insurance and empower you with the knowledge to make informed decisions about your financial protection.

In this episode, co-hosts Thomas Kopelman and Jacob Turner dive deep into the world of homeowners insurance, especially for high-income and high-net-worth individuals. With recent events like hurricanes affecting many, understanding the nuances of homeowners insurance has never been more critical. Thomas and Jacob discuss the importance of having the right coverage, what to look for in your policy, and how to avoid common pitfalls that could leave you underinsured. Key topics covered in this episode include: The significance of dwelling coverage and how to determine the right amount. Understanding other structures and personal property coverage. The importance of loss of use coverage and what it entails. Personal liability and medical payments: what you need to know. Tips for optimizing your insurance structure to save money while ensuring adequate protection. Whether you're a homeowner or just starting to think about insurance, this episode is packed with valuable insights to help you protect your most significant assets.

Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 46 · TOP 1% what is this?)Episode: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial AdvisorPub date: 2024-09-25Today, I'm sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.Starting at just 25, Thomas quickly earned recognition as one of Investopedia's Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth. In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he's used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts. So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.3 of the biggest insights from Thomas Kopelman …Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/83FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Today, I'm sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.Starting at just 25, Thomas quickly earned recognition as one of Investopedia's Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth. In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he's used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts. So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.3 of the biggest insights from Thomas Kopelman …Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/83FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Contrary to popular belief, scaling your business to new heights could start with a tweet. Want to learn how? Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuable insights on how he's utilized social media, particularly X (Twitter), to connect with clients and grow his practice. Learn about the pivotal moments that shaped his career, the importance of personalization in financial planning, and the innovative strategies he employs to attract and retain clients. Here is what you can expect to learn about:  How to use social media to obtain new clients The difference between social media marketing and personal branding The significance of niching down to serve business owners effectively Hiring and delegating tasks that are not in your area of expertise Creating sustainable and engaging content for financial advisors And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrance Sprung AllStreet Wealth This Is Not Financial Advice” with Josh Brown, Episode #180 Unearthing Wisdom with Epic Gardening's Kevin Espiritu, Episode #185   Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect withThomas Kopelman:  LinkedIn: Thomas Kopelman X (Twitter): Thomas Kopelman Instagram: Thomas Kopelman YouTube: Thomas Kopelman ThomasKopelman.com  The Long Game Podcast   About our Guest: Thomas Kopelman is a seasoned financial planner and co-founder of AllStreet Wealth boasting a multifaceted career encompassing blogging, podcasting, and content creation. Recognized as a Top 23 Millennial Advisor by Business Insider and named a Top Young Advisor to Watch in 2023 by FA Mag, Thomas launched his career after graduating from Butler University. His dedication lies in guiding millennials to navigate financial complexities and align their resources with their life goals. Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Simon Cowell, reality star and record producer, has an estimated net value worth of $600 million. How much of that will be left for his son? According to him, nothing. Listen in as host David Lenok is joined by Thomas Kopelman, head of community at Estate Planning platform wealth.com and co-founder of All Street Wealth. … Read More Read More

On this special episode of The Get Ready Money Podcast: The Financial Five, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education, Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech and Thomas Kopelman, financial planner and the co-founder of AllStreet Wealth to talk about changing the way we think about money and why compound interest is the eighth wonder of the world. Here's what we discussed: What is compound interest?How compound interest worksWhy compound interest is a key factor in saving and investingUnderstanding and applying the rule of 72The importance of understanding the fundamentals of moneyChris Mouzon is a Financial Coach and Co-Founder of United Agency where he helps people and families build better lives through finances. With expertise ranging from Entrepreneurship and wealth building to business tax hacks and retirement planning, Chris is knowledgeable in many different areas of Finance and Business. Chris believes in the power of positive energy and daily habits to transform lives and he's sharing what you can do to reach a place of financial (and personal) freedom.  Derrick Wesley is the visionary founder of Seedlyng Financial Education. He is on a mission to bridge the financial literacy gap among youth and young adults. With a background in education and a passion for empowering the next generation, Derrick founded Seedlyng to instill essential money management skills in students worldwide. Through interactive workshops, personalized curriculum, and cutting-edge technology, Seedlyng equips students with practical financial knowledge. Derrick's vision is to create a world where financial literacy is not just a subject in school but a life skill embedded in every young person, empowering them to make informed financial decisions.Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, “Motivate Your Money!”. The book served as a tool to share his extensive experiences in the field of Personal Financial Planning. As his family grew and his clients began to ask him for ways to teach their kids about managing money, he decided to use elements from his first book to develop a financial literacy platform for young children. "The Four Money Bears" represent the four basic functions of money. When children gain exposure to money management skills at an early age, they are likely to develop healthy financial planning habits as adults. Mac also serves as Founder and Chief Education Officer of FinLit Tech.  The company's mission is "Building a Bridge Between Financial Literacy and Financial Technology".Thomas Kopelman is a financial planner and the co-founder of AllStreet Wealth as well as a blogger, podcaster and speaker. Thomas was recognized as one of the 23 best financial advisors for millennials by Business Insider, 2023 Young Advisor to Watch and Top 100 Advisor by Investopedia in 2022 and 2023. Thomas is also the Head of Community at Wealth.com. 

In this episode with Thomas Kopelman and Jacob Turner, we talk about 10 misconceptions people have like: - leaving money in the business means it is not taxed - low deductibles are most important on insurnaces - the goal is to pay the least amount of taxes this year - Always go Roth or always go Traditional And much more!

In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business.  We also go over how his practice charges today and what they expect that to change to in the future.  Tom took his business from zero in 2021 to A thriving practice in just 3 years.  Hope you enjoy it!  Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

Thomas Kopelman is the Co-Founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing households. Thomas stands out for his effective use of social media, particularly Twitter, to attract over 170 prospects this year by sharing concise, impactful blog posts. His content, though seemingly simple, directly addresses his audience's needs, making him the go-to financial advisor when they're ready to seek advice. Listen in as Thomas shares his journey from minimal social media engagement to harnessing the power of Twitter and ultimately driving substantial growth for his firm. We also discuss how he filters prospects to ensure quality interactions, his unique financial planning approach with visually appealing, customized templates, and his evolution from intending to run a solo firm to building a supportive team, enhancing both firm growth and workplace enjoyment. For show notes and more visit: https://www.kitces.com/368

Are you ready to turn your high earnings into even higher savings? Get ready to make the most of your income with strategic tax planning, as we sit down with Thomas Kopelman of AllStreet Wealth to explore how you can better start in Q2 and still use Q4. Learn the secrets behind maximizing retirement contributions, setting up solo 401ks and utilizing backdoor Roths, all while making your money work harder for you.Get armed with knowledge that will help you navigate through your current circumstances and prepare for a financially secure future. Settle in for an episode filled with crucial insights that could transform your financial wellness.>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom>>Subscribe to Life Money Balance® YouTube for content beyond the podcast>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting>>Connect with us across social media for more content - top right corner>>Find your story & learn about services that fit your journeyThank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation

Returning guest Thomas Kopelman of allstreet Wealth is back on the show to talk about the evolution of tax planning in his practice and share specific ways he is helping business owners save thousands. Steven and Thomas talk about the complexities that can come with great tax planning and Thomas shares how he has been able to refine his skill set and deliver massive value to his clients by picking one area at a time to focus on. Listen to the end to hear about some exciting new things Thomas is involved in that includes one of our great sponsors for the upcoming RTS Tax Planning Summit. https://bit.ly/44nDDsw

Financial advisors are skeptical that you can actually get leads from social media. Well today I have a planner who has blown up his lead pipeline, in less than nine months. Today we'll be talking to Thomas Kopelman, co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from … This financial advisor makes getting leads from social media look like a piece of cake! Read More » The post This financial advisor makes getting leads from social media look like a piece of cake! appeared first on Sara Grillo.

Thomas Kopelman, Co-Founder of AllStreet Wealth, blogger, podcast host, and entrepreneur, joins Matt on today's episode of Bridging the Gap. Thomas was recently named one of the Top 100 Advisors by Investopedia, one of the Top 23 Millennial Financial Advisors by Business Insider, and one of 2023's Young Advisors to Watch. Thomas shares his journey of how he has used education-based content to attract clients and how he discovered his niche audience. He discusses the tools and resources he uses for content creation and management and emphasizes the importance of authenticity and building a brand that reflects your style.Thomas also provides tips on creating attention-grabbing content and management expectations when it comes to social media success.Thomas Kopelman Bio:Thomas is a financial planner, the co-founder of AllStreet Wealth, as well as a blogger, podcaster, content creator, and Top 23 Millennial Advisor (Business Insider)After graduating from Butler University, Thomas has spent his entire career in the financial services industry as a financial planner. Thomas is passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life.‍Outside of helping clients with their financial plan, Thomas enjoys working out, playing basketball, spending time at the lake with his family, and hanging with his friends and girlfriend.After graduating from Butler University, I have spent my entire career in the financial services industry as a financial planner. I am passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life.‍Outside of helping clients with their financial plan, I like working out, playing basketball, spending time at the lake with my family, and hanging with my friends and girlfriend.You can expect to read about financial planning, investments, personal development, my family, and sports on The Long Game.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedIn

Choosing which social media channel might work best for you can be daunting. And you know putting a little content on each one isn't effective. On this Elementality, Abby talks with Thomas Kopelman about how he became known as “The King of Twitter for Financial Advisors.” Discover why he focused on Twitter and how his business exploded since making that commitment. 

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EPISODE SUMMARY: Social media can feel very intimidating for advisors. The number of posts, algorithms, community building, and tracking can be an extra job that's hard to find time for. Did you know that you can build an entire social media community that converts to clients in just under 5 hours per week? In this episode, Thomas Kopelman shares how he built a community of over 13k followers on Twitter and how that has led to an additional $18k per month in AUM. He shares how to create content, how to schedule it, and how to make it work for you! ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistADDITIONAL EPISODE RESOURCES SEO, marketing online, and creating content that matters as an advisorMarketing tips to attract the right clients and keep them long term5 helpful tips for creating content that your audience will care aboutThinking long term about your growth: content is kingFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.  ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: The views expressed in this podcast by the participants are solely their own and do not necessarily reflect the views of Altruist Corp or its subsidiaries. No compensation was provided. Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying are provided by Altruist Financial LLC. © 2023 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is more authentic—which means, it could unlock a treasure trove of new clients to your business.  That said, I'm the furthest thing from an expert on Twitter. That's why I invited an actual expert onto today's episode: Thomas Kopelman.  In this episode, Thomas reveals how advisors can leverage Twitter, and make more than $16k per month from Twitter alone.  If you're not using Twitter, or not landing clients from Twitter, this episode might just be the most profitable thing you listen to all year. Listen now. Show highlights include: How to curate your social media feed so it helps you grow your business (without driving you mad) (3:13)  The dirt-simple 3-step plan to 8x your Twitter followers by this time next year (6:04)  How to unlock a brand-new revenue stream—to the tune of $16,000 per month—by simply sending out a few tweets per day (even if you don't have a lot of followers) (7:34)  The weird way spending 90 minutes a month creating tweets can result in a surge of new clients (14:53)  How tweeting even “basic” knowledge can cause of meteoric rise in booked meetings with qualified prospects (24:48)  The “Employee Jedi Mind Trick” for making it almost impossible for your clients to part ways with you (33:17)  If you want to connect with Thomas, you can follow him on Twitter here: @TKopelman or on LinkedIn here: https://www.linkedin.com/in/thomaskopelman/  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Wouldn't it be nice to actually attract prospects off social media? And without content creation taking over your life?

Wouldn't it be nice to actually attract prospects off social media? And without content creation taking over your life?

In this episode, Thomas (solo) answers 4 questions submitted in by the listeners of the podcast! Hope you enjoy.

Thomas Kopleman is a financial planner with AllStreet Wealth. He was selected as one of Investopedia's Top 100 Financial Advisors for 2022. He is passionate about financial planning and has a blog, thomaskopelman.com where he writes weekly about personal finances. He hosts a podcast, The Long Game, where he shares even more on personal finances. In This Episode We Discuss What is a financial planner and what does a financial planner do The difference between a financial planner and adviser How to choose a financial planner How to know if you need a financial planner Ways a financial planner can help you Resources & Related Posts Listen to part 1 here! We Hired a Financial Planner. Should You? Part 1 Listen to part 2 here! Connect with Thomas Kopelman All Street Wealth Thomas Kopelman Personal Finance Website The Long Game Sign up for the email list by visiting blackandbrownmakegreen.com/subscribe. We'll send you our free '10 Step Guide to Figure Out Your Finances 'when you sign up! Disclaimer: Any discussion on our podcast is based on our opinions and personal life experiences. We offer information, not advice, and recommend you seek out a certified financial professional to discuss your personal finances or another professional for your needs. Read the full disclaimer here.

In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana. We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business. Join our community: https://bit.ly/3pcvaGw

Thomas is a financial planner, the co-founder of AllStreet Wealth, as well as a:• Blogger• Podcaster• Content creator• Top 23 Millennial Financial Advisor by Business Insider‍After graduating from Butler University, Thomas has spent his entire career in the financial services industry as a financial planner. Thomas is passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life. ‍Outside of helping clients with their financial plan, Thomas enjoys working out, playing basketball, spending time at the lake with his family, and hanging with his friends and girlfriend. The music in this episode was obtained from BenSound.

On the latest episode of The Tony Steuer Podcast, I spoke with Thomas Kopelman, co-founder of All-Star Wealth about financial literacy for everyone.Thomas Kopelman is a financial planner and the co-founder of Allstar Wealth as well as a blogger, podcaster, and speaker. Thomas was recognized as one of the 23 best financial advisors for millennials by Business Insider. In this episode we discussed:The importance of making decisions that match your goals and valuesWhy automating your finances is the key to accomplishing your financial goalsCollaborating with your clients

“I get that some advisers don't believe in [crypto]. But that doesn't mean that you don't learn about it,” says guest Treyton DeVore.AllStreet Wealth co-founders Treyton DeVore and Thomas Kopelman join “On Purpose” with Tyrone Ross to discuss advising the next generation of investors: millennials and Gen Z. This younger demographic stands apart from the older generations in their goals and interests. What should advisers need to know to best serve these clients?Crypto is a financial vehicle as much as it is an identity to some younger clients. Non-fungible tokens (NFT), decentralized autonomous organizations (DAO) and altcoins are blending finance with community in a new way to which advisers will need to adapt. The guests have developed a strategy for “meeting clients where they're at” by integrating education into a comprehensive advising experience.-Consensus 2022, the industry's most influential event, is happening June 9-12 in Austin, Texas. If you're looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.-This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

“I get that some advisers don't believe in [crypto]. But that doesn't mean that you don't learn about it,” says guest Treyton DeVore.AllStreet Wealth co-founders Treyton DeVore and Thomas Kopelman join “On Purpose” with Tyrone Ross to discuss advising the next generation of investors: millennials and Gen Z. This younger demographic stands apart from the older generations in their goals and interests. What should advisers need to know to best serve these clients?Crypto is a financial vehicle as much as it is an identity to some younger clients. Non-fungible tokens (NFT), decentralized autonomous organizations (DAO) and altcoins are blending finance with community in a new way to which advisers will need to adapt. The guests have developed a strategy for “meeting clients where they're at” by integrating education into a comprehensive advising experience.-Consensus 2022, the industry's most influential event, is happening June 9-12 in Austin, Texas. If you're looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15 to get 15% off your GA and Pro pass at coindesk.com/consensus2022.-This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A change in the direction of RLS Wealth led to the launch of AllStreet Wealth. We discuss the tough conversation, the process, and what Treyton and Thomas are building at AllStreet, along with some content and marketing.

Steven's guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, Thomas' niche is millennials. He often does tax planning for people whose income level is still on the rise.  Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/nation-0922-a

In this episode, Thomas Kopelman offers simple ways for you to build equity as a young professional. Tune in! #PayMeInEquity

Thomas Kopelman is the founder of The Long Game blog and podcast, and a financial advisor at RLS Wealth. Named one of Business Insider's Top 23 Financial Advisors for Millennials in 2020, he speaks with Matt Fizell, CFP®, about why he left a wirehouse role to take a chance on building his own brand. In this episode, you'll hear what Thomas has learned about content marketing that can help you build the career you really want.

Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the “old & rich” demographic is an uphill battle. millionaires are flooded with financial advisors who've got the perfect plan for their hard-earned wealth.  But you don't have to compete for the same 1% of people as every other advisor. In fact, you can build a great business by marketing to young investors.  Thomas Kopelman discovered how to build a great business without harassing the same people everyone else cold-calls. While most advisors try to get the same clients, he helps millennials grow their wealth. In this episode, he'll show you how to find an underserved market, get clients and dominate your niche.  Sick of talking to prospects who've heard it all before? Listen now! Show highlights include:  The hidden downsides of having a thousand clients (and why ‘only' having 100 clients creates a business you'll actually love) (3:42) How “perverse incentives” sabotage your ability to get well-paying clients (even if you're already serving millionaires) (7:51) How to get clients with your writing (even if you know nothing about marketing and write like a sixth-grader) (14:31) The “repurposing” method that lets you magnetize clients with 10-second videos. (26:41) Why changing colors on your website can get you more clients than hundreds of cold calls. (34:23) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

We are joined by financial advisor and content creator Thomas Kopelman where we discuss tactics for creating and marketing a successful newsletter. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

In this episode with Thomas and Justin we talk about: Thomas' journey from quitting basketball to trying to figure out what he wanted to do with his life Speaking what you want into existence Advice for millennials around money

In this episode, I talk with another young financial advisor, Thomas Kopelman, about breaking into the industry, how he got to where he is today, and how content can alter your career path.  We also dive into envisioning your ideal life and what you can...

Introduction to Thomas Kopelman, his story, and why he started the podcast.