Thomas Kopelman, Co-Founder of AllStreet Wealth, blogger, podcast host, and entrepreneur, joins Matt on today’s episode of Bridging the Gap. Thomas was recently named one of the Top 100 Advisors by Investopedia, one of the Top 23 Millennial Financial Advisors by Business Insider, and one of 2023’s Young Advisors to Watch. 

Thomas shares his journey of how he has used education-based content to attract clients and how he discovered his niche audience. He discusses the tools and resources he uses for content creation and management and emphasizes the importance of authenticity and building a brand that reflects your style.

Thomas also provides tips on creating attention-grabbing content and management expectations when it comes to social media success.

Thomas Kopelman Bio:

Thomas is a financial planner, the co-founder of AllStreet Wealth, as well as a blogger, podcaster, content creator, and Top 23 Millennial Advisor (Business Insider)

After graduating from Butler University, Thomas has spent his entire career in the financial services industry as a financial planner. Thomas is passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life.

‍Outside of helping clients with their financial plan, Thomas enjoys working out, playing basketball, spending time at the lake with his family, and hanging with his friends and girlfriend.

After graduating from Butler University, I have spent my entire career in the financial services industry as a financial planner. I am passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life.

‍Outside of helping clients with their financial plan, I like working out, playing basketball, spending time at the lake with my family, and hanging with my friends and girlfriend.

You can expect to read about financial planning, investments, personal development, my family, and sports on The Long Game.

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