Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client's Desire To Learn With Thomas Kopelman
Jan 16, 2024
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Thomas Kopelman, Co-Founder of AllStreet Wealth, discusses his social media strategy for attracting prospects, including creating targeted blog posts and filtering qualified leads. He shares his content creation strategy on social media platforms and the impact it has had on his firm's growth. The podcast also explores the business and service model for business owners and equity compensated millennials, delivering comprehensive financial plans, showcasing services and deliverables, investment management options, and defining success in the industry.
Thomas Kopelman effectively uses social media, particularly Twitter, to attract over 170 prospects by sharing concise, impactful blog posts.
By creating engaging hooks and providing valuable content, Thomas differentiates himself from other advisors and builds trust with his audience.
Thomas spends less than five hours a week on social media, prioritizing quantity and using Canva to create visually appealing financial plan templates.
Thomas takes a comprehensive and action-oriented approach with his clients, creating custom financial plans and prioritizing ongoing accountability meetings to help clients proactively work towards their financial goals.
Deep dives
Using Social Media to Attract Prospects and Nurture Relationships
Thomas Copelman, co-founder of All Street Wealth, discusses how he has effectively utilized social media, particularly Twitter, to attract over 170 new prospects this year. By creating a social media strategy focused on short, relevant blog posts tailored to his target audience, Thomas has been able to educate and nurture his followers, making a lasting impression on them. His ability to stand out and provide valuable content has led to an influx of qualified prospects, resulting in the steady growth of his financial planning firm.
Building Trust and Standing Out with Engaging Hooks
A key aspect of Thomas Copelman's social media strategy is to create engaging hooks that grab the attention of his target audience. By highlighting the unique value he offers and sparking curiosity, Thomas has been able to differentiate himself from other financial advisors. Rather than simply providing information, he focuses on nurturing his followers and building trust by consistently delivering valuable content that addresses their pain points and showcases his expertise. This approach has not only attracted qualified prospects but has also positioned Thomas as a trusted advisor in the minds of his followers.
Efficient Content Creation and Engaging Social Media Presence
Thomas Copelman's social media success is driven by an efficient content creation process. He spends less than five hours a week on social media, combining a weekly blog post, podcast episode, and original YouTube videos to consistently provide valuable and engaging content. By prioritizing quantity to reach a wider audience over perfection, Thomas has been able to generate a steady flow of prospects. Additionally, his focus on using Canva to create visually appealing financial plan templates has helped him stand out and deliver digestible information to his clients.
Holistic Financial Planning and Action-Oriented Approach
The cornerstone of Thomas Copelman's financial planning business is the comprehensive and action-oriented approach he takes with his clients. By creating custom financial plans that encompass all aspects of their financial lives, including cash flow, retirement planning, investments, debt management, insurance, tax planning, and more, Thomas ensures that his clients receive a holistic and thorough analysis. The focus on actionable steps and visual representations within the financial plan allows clients to understand and implement recommendations effectively. This approach, combined with ongoing accountability meetings and prioritized action items, helps clients proactively work towards their financial goals.
Building a Financial Planning Business through Ongoing Client Relationships
The podcast episode discusses the importance of building ongoing client relationships in a financial planning business. The speaker emphasizes the significance of listening to clients and prioritizing their needs and goals. They outline a phased approach to working with clients, focusing on key areas such as cash and retirement accounts, investments, insurance, estate planning, and business planning. The speaker also highlights the value of conducting regular review cycles with clients. The episode touches on the capacity of a firm and the potential need for hiring additional advisors as the business grows. The speaker emphasizes the importance of finding a balance between managing and delegating tasks to create the ideal job that aligns with one's strengths and interests.
Harnessing the Power of Social Media in Building an Advisory Business
The podcast episode explores the journey of using social media as a tool for building an advisory business. The speaker shares their initial skepticism about social media but ultimately realizes its potential for learning and attracting clients. They discuss the benefits of creating educational content and engaging with a target audience through platforms like Twitter. The episode highlights the importance of finding a unique voice and style that resonates with followers. The speaker encourages advisors to disregard negative feedback and focus on those who appreciate and benefit from their content. They stress the value of leveraging study groups to learn from peers and stay updated in the industry.
Defining Success in a Financial Planning Business
The podcast episode delves into the personal definition of success in a financial planning business. The speaker shares their perspective on success, which revolves around doing what they love and finding fulfillment in their work. They reflect on past experiences and how they led to the realization that enjoying one's job is a crucial aspect of success. The episode discusses the importance of creating a positive work environment and cultivating relationships with colleagues who share similar values. The speaker also challenges conventional advice and expresses the desire to build a business with people they love and trust, going against the notion of not hiring friends or family.
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.
