How Financial Advisors Can Turn Content Into Clients with Thomas Kopelman (Ep. 122)
Financial advisors can publish constantly and still struggle to turn attention into trust. A clearer approach starts with being useful, consistent, easy to understand, and available when clients need help.
In this episode, Jeremy Houser talks with Thomas Kopelman, Co-Founder of AllStreet Wealth, about building an advisory business through social media and referrals. Thomas explains how educational content has created a steady flow of qualified prospects, why advisors should write the way clients actually speak, and how batching content makes consistency manageable.
They also cover choosing the right platform, avoiding constant selling, repurposing strong ideas, delegating production, and making responsiveness part of the client experience.
Thomas shares:
- How educational social media can attract prospects without relying on cold outreach or constant direct selling
- Why advisors should write in the language clients actually use instead of trying to impress other professionals
- How batching months of social content at once can make consistent publishing easier to maintain over time
- Why focusing on one active social channel and one long-form format can be enough to build recognition and trust
- How responsiveness and personal availability can become meaningful parts of the experience clients receive
- And more!
Resources:
- The Long Game Podcast with Thomas Kopelman
- The Practical Planner Podcast with Thomas Kopelman and Anne Rhodes
Connect with Thomas Kopelman:
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
About Our Guest:
Thomas Kopelman is the co-founder and lead Financial Planner at AllStreet Wealth. Recognized for his expertise and dedication, he has been named a Top 23 Millennial Advisor by Business Insider, a Top Young Advisor to Watch in 2023 by FA Mag, and one of the top 100 financial advisors by Investopedia in both 2022 and 2023.
Beyond his role at AllStreet Wealth, Thomas is an active blogger, podcaster, and content creator, sharing valuable insights on financial planning and wealth management.
A graduate of Butler University, Thomas has dedicated his entire career to the financial services industry. He is passionate about helping high-income business owners aged 30-50 cut through the noise and leverage their resources to achieve their life goals.
When he’s not assisting clients with their financial plans, Thomas enjoys working out, playing basketball, spending time at the lake with his family, and hanging out with his wife & dog.
Disclosure: 5717591 – 0926
Podcast: Play in new window | Download | Embed
