Financial Advisor Marketing – Advisor Mentorship Podcast

How Financial Advisors Can Turn Content Into Clients with Thomas Kopelman (Ep. 122)

By Advisor Mentorship Podcast | September 8, 2026

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:

Connect with Thomas Kopelman:

Connect with Jeremy Houser:

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

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How Advisors Can Use AI, Data, and Referrals to Grow Smarter with David DeCelle (Ep. 115)

By Advisor Mentorship Podcast | June 2, 2026

For financial advisors trying to grow in a world where AI, digital marketing, and client expectations are changing fast, one of the biggest questions right now is this:

How do you use technology to scale without losing the human connection that actually builds trust?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with David DeCelle, Co-Founder of WealthReach and CEO of Model FA, to unpack how advisors can use AI, marketing data, and modern growth strategies to build more meaningful client relationships while scaling their businesses.

This conversation is especially relevant for advisors, firm owners, and growth-focused professionals who want to improve prospecting, create more intentional marketing systems, and better understand how discoverability is changing across Google, AI tools, YouTube, and social platforms.

David discusses:

Why most advisor marketing still feels disconnected from how people actually search for financial guidance today
How AI tools can help advisors create efficiency without replacing trust or relationships
What website visitor tracking and intent data can reveal about prospective clients
Why many advisors struggle with referrals, even when clients are happy
And more!

If you’re an advisor trying to balance growth, visibility, and authentic relationship-building in a rapidly changing digital environment, this episode offers a practical perspective on where the industry is headed and how to adapt intentionally.

Resources:

Model FA Podcast

Connect with David DeCelle:

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:

Most financial advisors are great at managing money. They are not always great at growing a business.

That gap is what David has spent the last decade working to close.

David is the CEO of Model FA, a consulting and coaching company built specifically for financial advisory firms that want to grow with intention. Model FA works with advisors who are serious about building systems, not just chasing tactics. The foundation of everything they do is the Feedback Marketing methodology, a behavioral science-based approach to referrals and relationship-driven growth that actually moves the needle, originally created by Dan Allison.

He is also the Co-Founder and Chief Partnership Officer of WealthReach, an AI-powered Growth Platform built for advisors.

Put simply, David helps financial advisors grow their firms in ways that feel authentic and sustainable, whether that is through coaching, content, technology, or all three.

Along the way, he has hosted over 200 episodes of the Model FA Podcast, co-authored the book “Organic Growth Revolution” with Dan Allison, and had the privilege of working with some of the most growth-minded advisors and firms in the industry.

If you are a financial advisor looking to build a firm that runs like a real business, or a platform or enterprise looking to support advisor growth at scale, David would love to connect.

This is the work he is most excited about, and he is just getting started.

Disclosure #: 5441226 – 0626

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