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

Check out these great clips from the show: 

01:15 Meet Thomas Kopelman: Financial Planning Expert
02:09 Thomas's Journey: From Broker Dealer to All Street Wealth
03:16 The Rise of Young Entrepreneurs in Indianapolis
03:48 The Freedom of Modern Business Models
04:24 Founding All Street Wealth: The Early Days
05:22 The Role of Social Media in Business Growth
08:04 The Challenges and Rewards of Business Ownership
16:08 Financial Planning for High-Income Clients
24:47 Common Financial Mistakes Business Owners Make
28:36 Common Mistakes Business Owners Make
29:00 The Importance of Liquidity
29:52 Smart Investment Strategies
31:14 Success Stories of Business Owners
32:06 The Value of Specialization
34:48 Retaining Key Employees
35:50 Innovative Pricing Models
46:31 The Power of Social Media
55:08 Winning on Knowledge: Creating the Best Content
55:26 Balancing Quality and Quantity in Social Media
56:36 Future Goals and Team Expansion
57:35 Scaling the Business and Client Management
59:57 Personal Priorities and Work-Life Balance
01:02:58 Financial Advice for Millennials
01:09:26 Advice to My Younger Self
01:12:19 Living and Thriving in Indiana

Get IN. is brought to you by our friends at Sweetwater. Whether you are looking to start a podcast or level up your current show you need to hit them up.