In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana. We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business. Join our community: https://bit.ly/3pcvaGw

In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana. We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business. Join our community: https://bit.ly/3pcvaGw

Using Social Media to Get Clients with Thomas Kopelman

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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Using Social Media to Get Clients with Thomas Kopelman

Using Social Media to Get Clients with Thomas Kopelman

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