Thomas Kopelman (@TKopelman) has one of the fastest growing RIA firms today. And he built all of it off of doing what he does best: teaching people.
Thomas ran into roadblocks in the BD world where he was limited on what he could say or post, so he left. And within 3 years had a massive social media following, a collab partnership with one of the industry's biggest vendors and an RIA firm with dozens of great clients.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Thomas:
-Twitter/X: https://x.com/TKopelman
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
