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.
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.