Do Business. Do Life. — The Financial Advisor Podcast — DBDL 083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor
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.
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