Q&A Session: Leveraging Social Media and Technology to Build Your Brand-Session recording

Video Transcription

Video Summary

In this NAPA Genesis webinar, Thomas Kopelman, a financial planner and co-founder of All Street Wealth, discusses his experience using social media, particularly Twitter, to grow his firm. Thomas emphasizes the importance of focusing on one social media platform rather than trying to be active on multiple platforms. He shares that 99% of his clients come from social media, with an average client making more than $750,000 per year. Thomas explains that his approach to social media is centered around education rather than selling. He creates content that provides value and educates his audience on financial topics, building trust and positioning himself as an expert. Thomas also discusses the technology his firm uses, including financial planning software, vaults, CRMs, and tools for investment management and estate planning. He encourages advisors to research and select the right technology for their specific needs and client base. Overall, Thomas emphasizes the importance of consistency, education, and focusing on a specific audience in social media marketing for financial advisors.

Keywords

NAPA Genesis webinar

Thomas Kopelman

All Street Wealth

social media

Twitter

financial planner

content creation

technology tools

financial advisors