FutureProof Advisor Podcast14 Kesä 2023

Demonstrating Authenticity Within Your Niche on Social Media with Thomas Kopelman

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.com

YouTube

Twitter

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(200)

Q & A: The AI Blueprint for RIA's

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...

26 Kesä 25min

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Kesä 22min

The Biggest AI Questions Advisors Are Asking

The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down w...

28 Touko 32min

How AI Is Quietly Transforming Wealth Managment

The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in techn...

21 Touko 24min

The Invisible Rules Running Your Firm

Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwrit...

14 Touko 24min

Why Dunbar's Number Doesn't Define Your Capacity

We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity...

7 Touko 24min

Your CRM Knows Everything

Data tells you what clients have. It rarely tells you why it matters to them. In this episode of The FutureProof Advisor, I explore the gap between personalization and purpose — and why confusing the ...

30 Huhti 27min

The Questions You Are Not Asking

The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services ...

23 Huhti 31min