It was my pleasure to sit down with Thomas Kopelman, founder of All Street Wealth, to discuss his financial planning firm, which specializes in serving equity-compensated millennials and entrepreneurs.
He has amassed an incredible following of over 33,000 followers on Twitter/X where he shares applicable personal finance information.
Thomas is also a top 100 Advisor from Investopedia and a Top 23 Millennial Advisor from Business Insider.
The conversation covers Thomas's entry into the financial planning industry, his savvy use of social media to attract clients, and his unique approach to financial advising for high-income individuals.
You are going to learn about:
The importance of niching down
How to leverage social media to grow your business
Common financial mistakes business owners make
Thank you to our partners:
WBIT
HC Tavern
Fledderman Von Rieste
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