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Q&A Session: Leveraging Social Media and Technology to Build Your Brand
Course Information
Content Level: Intermediate
NAPFA Subject Area: K - Marketing and Practice Management
Course Description

This Q&A session with Thomas Kopelman, co-founder of AllStreet Wealth, will discuss the fundamentals of his business and how he leveraged social media and technology to rapidly build his brand. Moderator Zack Hubbard will discuss with Kopelman how he leverages social media as part of his marketing funnel, how he creates and distributes content, and how his use of social media expands the reach of his firm. Kopelman will also answer questions around how he intentionally built his firm tech stack to best serve his clients, and how he evaluates new technology for the firm.

Learning Objectives
  1. Understand how social media can be used effectively in marketing.
  2. Understand the importance of using social media in marketing a next-gen firm.
  3. Learn a framework for building a tech stack for your firm.
Speaker (session moderated by Zack Hubbard)
Thomas Kopelman

Thomas Kopelman is a financial planner and the co-founder of AllStreet Wealth, as well as a blogger, podcaster, content creator, Top 23 Millennial Advisor (Business Insider), and a Top Young Advisor to Watch in 2023 (FA Mag)

After graduating from Butler University, Kopelman has spent his career in the financial services industry as a financial planner. He is passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life. 

Availability: On-Demand
Access expires on 12/31/2025
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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