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.
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ABOUT THE ADVISOR JOURNEY:
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders 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 services are provided by Altruist Financial LLC, a member of FINRA/SI...
