Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client's Desire To Learn With Thomas Kopelman
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 16 January 2024
⏱️ 93 minutes
🧾️ Download transcript
Summary
Thomas Kopelman is the Co-Founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing households. Thomas stands out for his effective use of social media, particularly Twitter, to attract over 170 prospects this year by sharing concise, impactful blog posts. His content, though seemingly simple, directly addresses his audience's needs, making him the go-to financial advisor when they're ready to seek advice.
Listen in as Thomas shares his journey from minimal social media engagement to harnessing the power of Twitter and ultimately driving substantial growth for his firm. We also discuss how he filters prospects to ensure quality interactions, his unique financial planning approach with visually appealing, customized templates, and his evolution from intending to run a solo firm to building a supportive team, enhancing both firm growth and workplace enjoyment.
For show notes and more visit: https://www.kitces.com/368
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight from leading |
| 0:19.2 | industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.0 | Welcome to the 368th episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:35.0 | Thomas Copelman. Thomas is the co-founder of All Street Wealth, a financial planning firm for millennial business owners and those with equity compensation, based in Indianapolis, Indiana, that has quickly grown to more than $500,000 of run rate revenue generated from serving 70 ongoing client households. |
| 0:51.5 | What's unique about Thomas, though, is how he's been able to use social media |
| 0:54.6 | and Twitter in particular to attract over 170 new prospects this year alone by educating and |
| 1:00.7 | nurturing and making a lasting impression on his followers with relatively short blog posts that |
| 1:05.6 | may seem rather simple, but hit his specific prospects pain points so that when they finally decide they need a |
| 1:12.1 | financial advisor, they wouldn't think about going to anyone other than Thomas for financial |
| 1:16.4 | advice. In this episode, we talk in depth about how Thomas has built a social media strategy |
| 1:21.6 | around generating a steady cadence of relatively short but directly relevant to his ideal |
| 1:26.6 | prospects, blog posts that allow him to |
| 1:28.9 | sustainably create content less than an hour and without getting stuck trying to make it |
| 1:33.4 | picture perfect. How Thomas's ability to maintain his ongoing flow of relevant content compounds |
| 1:39.3 | of social media impressions has led to an influx of qualified prospects that maintain through both |
| 1:43.9 | busier and slower months of the year. And how having a hook in the title of Thomas's post |
| 1:49.0 | that isn't clickbaity but truly relates to his target audience through setup and context |
| 1:53.5 | and contrasting is key to getting conversations from potential clients on the fence about |
| 1:58.3 | whether they really want to have a planning relationship. |
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