About this episode
It was my pleasure to sit down with Thomas Kopelman, founder of All Street Wealth, to discuss his financial planning firm, which specializes in serving equity-compensated millennials and entrepreneurs. He has amassed an incredible following of over 33,000 followers on Twitter/X where he shares applicable personal finance information. Thomas is also a top 100 Advisor from Investopedia and a Top 23 Millennial Advisor from Business Insider. The conversation covers Thomas's entry into the financial planning industry, his savvy use of social media to attract clients, and his unique approach to financial advising for high-income individuals. You are going to learn about: The importance of niching down How to leverage social media to grow your business Common financial mistakes business owners make Thank you to our partners: WBIT HC Tavern Fledderman Von Rieste Check out these great clips from the show: 01:15 Meet Thomas Kopelman: Financial Planning Expert 02:09 Thomas's Journey: From Broker Dealer to All Street Wealth 03:16 The Rise of Young Entrepreneurs in Indianapolis 03:48 The Freedom of Modern Business Models 04:24 Founding All Street Wealth: The Early Days 05:22 The Role of Social Media in Business Growth 08:04 The Challenges and Rewards of Business Ownership 16:08 Financial Planning for High-Income Clients 24:47 Common Financial Mistakes Business Owners Make 28:36 Common Mistakes Business Owners Make 29:00 The Importance of Liquidity 29:52 Smart Investment Strategies 31:14 Success Stories of Business Owners 32:06 The Value of Specialization 34:48 Retaining Key Employees 35:50 Innovative Pricing Models 46:31 The Power of Social Media 55:08 Winning on Knowledge: Creating the Best Content 55:26 Balancing Quality and Quantity in Social Media 56:36 Future Goals and Team Expansion 57:35 Scaling the Business and Client Management 59:57 Personal Priorities and Work-Life Balance 01:02:58 Financial Advice for Millennials 01:09:26 Advice to My Younger Self 01:12:19 Living and Thriving in Indiana Get IN. is brought to you by our friends at Sweetwater . Whether you are looking to start a podcast or level up your current show you need to hit them up .