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Financial Advisor Success

Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client's Desire To Learn With Thomas Kopelman

Jan 16, 2024
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.
01:32:53

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • 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.

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.

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