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January 17, 2024 30 mins

In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business.  We also go over how his practice charges today and what they expect that to change to in the future.  Tom took his business from zero in 2021 to A thriving practice in just 3 years.  Hope you enjoy it!  

Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  

I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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The FinServ Podcast brings together legends and leaders in financial services

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