Thomas Kopelman
Educates 30-50 year old business owners and those with equity compensation on how to build wealth. Host of The Long Game podcast.
Best podcasts with Thomas Kopelman
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59 snips
Jan 16, 2024 • 1h 33min
Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client's Desire To Learn With Thomas Kopelman
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.
8 snips
May 14, 2025 • 47min
Building a $1.2M Profit Practice Through Premium Client Service with Thomas Kopelman
Thomas Kopelman, founder of All Street and a financial advisor specializing in high-net-worth clients, shares his journey to building a $1.5 million practice. He discusses his high-touch, flat-fee service model and how he effectively structures his team for optimal service delivery. Listeners will learn about his unique 'reverse engineering' approach to client needs, the shift from social media to referrals for client acquisition, and the importance of responsive communication. This conversation is packed with actionable insights for enhancing client service and ensuring business profitability.
