Contrary to popular belief, scaling your business to new heights could start with a tweet.

Want to learn how?

Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuable insights on how he’s utilized social media, particularly X (Twitter), to connect with clients and grow his practice. Learn about the pivotal moments that shaped his career, the importance of personalization in financial planning, and the innovative strategies he employs to attract and retain clients.

Here is what you can expect to learn about: 

• How to use social media to obtain new clients
• The difference between social media marketing and personal branding
• The significance of niching down to serve business owners effectively
• Hiring and delegating tasks that are not in your area of expertise
• Creating sustainable and engaging content for financial advisors
• And more!

Resources:

• Mitlin Financial  
• The JOY and Productivity Journal by Lawrance Sprung
• AllStreet Wealth
• This Is Not Financial Advice” with Josh Brown, Episode #180
• Unearthing Wisdom with Epic Gardening’s Kevin Espiritu, Episode #185

Connect with Larry Sprung: 

• LinkedIn: Larry Sprung
• Instagram: Larry Sprung
• Facebook: Larry Sprung
• X (Twitter): Larry Sprung

Connect withThomas Kopelman: 

• LinkedIn: Thomas Kopelman
• X (Twitter): Thomas Kopelman
• Instagram: Thomas Kopelman
• YouTube: Thomas Kopelman
• ThomasKopelman.com 
• The Long Game Podcast

About our Guest:

Thomas Kopelman is a seasoned financial planner and co-founder of AllStreet Wealth boasting a multifaceted career encompassing blogging, podcasting, and content creation. Recognized as a Top 23 Millennial Advisor by Business Insider and named a Top Young Advisor to Watch in 2023 by FA Mag, Thomas launched his career after graduating from Butler University. His dedication lies in guiding Millennials to navigate financial complexities and align their resources with their life goals.

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest’s content linked on this site.

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Larry Sprung Host Mitlin

Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate.

Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the also host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”

In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That’s why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.

In recognition of Larry’s significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.

Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.

Larry values his family tremendously and his desire to do right by his wife and two sons drives who he is in and out of the office.