Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 48 · TOP 1% what is this?)
Episode: 083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor
Pub date: 2024-09-25

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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.

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583

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The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor 01:07:05 Share

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083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor