Shows
AllStarState of Family Offices - Ron DiamondRonald Diamond is the Founder and Chairman of Diamond Wealth, a syndicate of over 100 Family Offices ranging from $250 million to $30 billion in assets. For over 20 years, he has invested alongside ultra-high-net-worth families across private equity, venture capital, real estate, credit, and special situations.In this episode, Ron breaks down the state of Family Offices, governance challenges, succession planning, investment strategies, private markets, and why only 25% of family offices survive to the second generation. We discuss market trends, private equity vs family office performance, generational wealth transfer, and the institutionalization of modern Family Offices.Ron is...
2026-02-1338 min
MotorcubeAudi A3 allstreet TFSI e - Il test drive del nuovo crossover plug-inOsservando le superfici tese della carrozzeria, la nuova Audi A3 allstreet 40 TFSI e restituisce quella sensazione familiare di solida razionalità tipica del marchio. È un’auto che non cerca effetti speciali, ma prova a combinare l’essenzialità di un’ibrida plug-in con un look da crossover urbano, leggermente rialzato, con l’obiettivo dichiarato di ampliare l’uso quotidiano anche a chi vive tra città e hinterland.
2025-12-0404 min
AllStarMastering the Art of Fundraising: Insights from Redbud VC's Brett CalhounIn this episode of Allstar Allocator, host Austin Jia sits down with Brett Calhoun, managing general partner at Redbud VC, to delve into the challenges and strategies behind successful fundraising. Discover Brett's journey, including his appearance on the Forbes 30 Under 30 list, his approach to investing in resilient entrepreneurs, and how he evaluates potential investments. Whether you're a startup founder or a fund manager, this conversation offers invaluable insights into the art of raising capital, evaluating founders, and navigating the complex landscape of venture capital.00:00 Introduction to Fundraising Challenges00:15 Meet Brett Calhoun: Venture Capitalist Extraordinaire00:58 Redbud VC's Investment Philosophy01:38 The...
2025-11-1232 min
AllStarHow VCs Pick Founders, How to Find Advisors — Nikhil Choudhary, GP at Nirman VenturesAustin Jia sits down with Nikhil Choudhary from Nirman Ventures to unpack what makes great founders stand out and how strong advisory boards amplify startup success. They explore how venture capital strategies are evolving amid rapid technological change, what traits investors truly value in founders, and how continuous learning shapes long-term outcomes. Nikhil also shares practical insights into portfolio construction, founder support, and the balance between intelligence, leadership, and emotional awareness.Sound Bites“It takes brains to run a business, balls to start one.”“We want it to be top heavy on the deal team”
2025-10-3127 min
AllStarAlphaStar CIO on growing AUM 5× to $2B — Tony Parish on the AI bubble, org design, and the truth behind company "mission"Tony Parish, Chief Investment Officer at AlphaStar Capital Management, helped grow the firm from $400 million to $2.2 billion in assets — but his story isn’t just about scale.In this wide-ranging conversation, Tony and host Austin Jia unpack what it really means to think like a CIO in today’s markets: staying calm through volatility, balancing art and analytics, and leading with curiosity in a world obsessed with speed.They cover everything from:Navigating market cycles and volatilityThe real job of a CIO (and why it’s often misunderstood)Building...
2025-10-2354 min
AllStarFrom Nightclub Software to Family Office — How Shane Neman Builds His LegacyFrom nightlife software to family office — Shane Neman has done it all.An immigrant turned serial entrepreneur, Shane built Joonbug, scaled EZ Texting into a major SaaS exit, and now invests across real estate, AI, and crypto. In this episode, he opens up about how relentless hustle, fast decision-making, and street-smart instincts shaped his journey — and what every founder can learn from it.Chapters00:00 Introduction to the Conversation01:11 The Immigrant Experience and Entrepreneurial Spirit03:27 Early Business Ventures and Lessons Learned06:36 The Birth of J...
2025-10-0948 min
AllStarHow to Build Highly Productive Team, Winning Clients, Impressive Growth – Lawrence Sprung, Founder of Mitlin FinancialLawrence Sprung is an Investopedia Top 100 Advisors. His firm Mitlin Financial is an Investopedia Top 10 financial planning firm in Long Island, NY. He built one of the most amazing team in wealth management because he follows one important rule in the business. Let's get started.00:00 Introduction to Wealth Management and Team Dynamics03:45 The Joy of Financial Planning07:39 Building a Productive Team12:37 Recruitment and Team Culture17:26 Client Engagement and Marketing Strategies22:48 Investment Strategies: Alternatives and Crypto27:20 The Role of AI in Wealth Management
2025-10-0140 min
AllStarMulti-Generational Playbook, Valerie Hogan on Family Offices at Clearwater Capital PartnersSummaryValerie Hogan from Clearwater Capital Partners discusses the intricacies of wealth management, particularly in family offices. She shares insights on how families create wealth, the importance of building trust with clients, and the transition from being an operator to a wealth protector. Valerie emphasizes the need for planning across generations, the role of philanthropy, and the empowerment of women in financial decision-making. The discussion also touches on investment strategies, the challenges faced in wealth management, and the future of family offices.TakeawaysValerie Hogan emphasizes the importance of building trust...
2025-09-2432 min
AllStarThriving in 2008, Scaling WealthFactor to $100M with Code, Next Up: AI Infrastructure with Bill WoodruffWhat does it take to build a business in the middle of a financial crisis—and still come out ahead?In this conversation, Bill Woodruff shares his journey from developing trading systems, sold it to Fortress, to founding WealthFactor and quickly scale it over $100M, and why he’s now laser-focused on AI infrastructure as the next big investment frontier.We cover:Why taking risks during a crisis can pay offHow technology is transforming investment servicesWhere AI infrastructure creates real (not hype) opportunities00...
2025-09-1137 min
AllStarHow to Win the Data Center Boom | Daily Life at a $20B+ Allocator with Marcus Solomon, Makena CapitalHow do institutional investors decide where to put billions of dollars? In this episode of the All-Star Allocator podcast, Marcus Solomon of Makena Capital — a $20B+ allocator — pulls back the curtain on how his team invests across data centers, real estate, and private markets. He shares his career journey from trading to managing real assets, the key questions they ask when evaluating managers, and why risk management and regulatory factors are make-or-break in today’s market.Marcus also dives into the booming data center sector, the latest Build-to-Rent and Single-Family Rental trends, and what emerging managers must do to...
2025-09-0530 min
AllStarActive Management That Works: John Grace on Risk, Volatility, and Real EstateIn this episode of the AllStar Allocator podcast, host Austin Jia interviews John Grace, founder and a seasoned wealth manager with over 30 years of experience. They discuss the importance of understanding client relationships, investment strategies, and the impact of market volatility on investor behavior. John emphasizes the need for active management and diversification in portfolios, as well as the significance of evaluating investment opportunities carefully. The conversation also touches on the role of wealth managers in client success, how to choose the right wealth manager, and the future trends in the wealth management industry, particularly the growing interest in...
2025-08-2131 min
AllStarManaging Billions with Matt Zumbach — Risk Discipline, Red Flags in Pitches & His Next InvestmentsIn this conversation, Matt Zumbach, Chief Investment Officer of the Baylor Oral Health Foundation, shares his journey into investing, discussing his early experiences, and his approach to evaluating investment opportunities. Matt also provides insights into evaluating investment managers, recognizing red flags in pitches, and his perspectives on emerging investment opportunities. They discuss:Myth about public and private endowments / foundations.Investment opportunities evaluation based on both story and numbers.Thesis-driven investing vs. opportunistic investing.Risk assessment in portfolio management.Goals-based rebalancing to significantly improve portfolio performance.Alignment of investment managers with their...
2025-08-1446 min
AllStarWelcome to AllStarWelcome to AllStar — the podcast where leading investors and business leaders share how they allocate capital, evaluate opportunities, and build lasting wealth. From real estate to private markets, we dive into the trends, frameworks, and stories behind today’s most thoughtful allocators.Visit us online at https://www.allstreetcap.com/
2025-07-1800 min
MotorcubeAudi A3 allstreet TFSI e – Audi A5 e-hybrid - Ibride plug-in con caratteri oppostiDue anime diverse, un’identica filosofia: prestazioni, comfort e sostenibilità premium. Con le nuove Audi A3 allstreet TFSI e e Audi A5 e-hybrid, la Casa dei quattro anelli ridefinisce l’ibrido plug-in in chiave urbana e touring. Le abbiamo messe alla prova per scoprire pregi, difetti e differenze.
2025-06-0605 min
ARCHIPIÉLAGO DIRECTONuevo Audi A3 Sportback TFSIe: más potente y eficiente que nuncaCon una batería de mayor capacidad, la posibilidad de recargar la batería con corriente continua en estaciones de carga rápida y una autonomía eléctrica de hasta 143 kilómetros, el Audi A3 Sportback TFSIe se somete a una profunda actualización tecnológica. La gestión inteligente del sistema de propulsión garantiza una eficiencia sobresaliente, un alto rendimiento de recuperación y una conducción sin emisiones locales en largas distancias en el día a día. El modelo compacto híbrido enchufable combina un comportamiento dinámico con un mayor confort.
Tras el lanzamiento de l...
2025-05-2015 min
ARCHIPIÉLAGO DIRECTOAudi bate récord histórico de ventas en Canarias en 2024 y consolida 16 años de liderazgo premium ininterrumpidoAudi vuelve a demostrar por qué es la marca premium número uno en Canarias. En 2024, la firma alemana ha reafirmado su dominio en el mercado, batiendo récord de ventas histórico y consolidando 16 años consecutivos de liderazgo en el segmento premium. Lo hace alcanzando una cuota de mercado del 38,4%, que se posiciona como la más alta de Audi en una región de Europa y, además, del mundo, un hito que logra por segundo año consecutivo. Este éxito refleja la pasión, la confianza y el compromiso de los canarios, quienes han convertido a Audi en más...
2025-01-2917 min
MotorcubeAudi A3 Allstreet: la crossover con quel qualcosa in più rispetto alla SportbackL’Audi A3 è da sempre una garanzia per gli appassionati del marchio dei quattro anelli: una compatta premium che si è affermata nel tempo come punto di riferimento nel suo segmento. Con l’arrivo della nuova variante Allstreet, Audi amplia ulteriormente la gamma, rispondendo alle richieste di un mercato sempre più orientato verso i crossover e i SUV.
2025-01-1004 min
MotorcubeAUDI A3 SPORTBACK TFSI-e PLUG-IN 272 CV - Più potenza e ricarica rapidaAudi segna un nuovo passo nella mobilità ibrida plug-in con l’introduzione della rinnovata A3 Sportback TFSI e, che porta avanti il concetto di compatta premium alla spina senza passare subito all'elettrico puro. Gli aggiornamenti tecnologici sono di assoluto rilievo. Con un’autonomia che supera i 140 chilometri, un nuovo motore termico più efficiente e la possibilità di ricaricare in corrente continua fino a 50 kW, il nuovo modello punta a ridefinire le aspettative nella categoria e facilitare la vita dei clienti. Le nuove varianti arriveranno nelle concessionarie italiane nel primo trimestre del 2025, seguite dalla versione A3 allstreet plug-in, quella più alta da terra...
2025-01-0304 min
ARCHIPIÉLAGO DIRECTOAudi Canarias presenta el nuevo A3 allstreet: el crossover más versátil de la firma alemanaAudi Canarias presenta el nuevo Audi A3 allstreet, el crossover distintivo de la familia A3. Con su característico aspecto todoterreno, tres centímetros más de altura libre al suelo que el A3 Sportback y la posición elevada de los asientos, ofrece una experiencia de conducción similar a la de un SUV combinada con una gran funcionalidad. Gracias a la perfecta integración de aplicaciones en el sistema de infotainment, a la posibilidad de añadir de forma flexible funciones del vehículo, así como una amplia gama de servicios connect, el A3 allstreet está conectado digitalmente. El nuevo A...
2024-10-2416 min
Auto - Rund ums Auto. Fahrberichte, Gespräche und InformationenMehr Power und effizienter denn je: der neue A3 Sportback TFSI e
Eine höhere Batteriekapazität, DC-Laden an Schnellladesäulen und eine elektrische Reichweite von bis zu 143 Kilometern. Der Audi A3 Sportback TFSI e bekommt ein umfassendes Technik-Upgrade. So vereint der Plug-in-Hybrid dynamisches Fahrverhalten mit gesteigertem Komfort.
Darum geht es diesmal!Im Frühjahr 2024 hat Audi eingehende Upgrades sowohl für den A3 und S3, als auch für das neue Modell A3 allstreet vorgestellt. Nun folgt mit dem A3 Sportback TFSI e der Plug-in-Hybrid – und der ist stärker und effizienter als je zuvor.Power und...
2024-10-2100 min
HUM Curated Podcasts083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 49 · TOP 0.5% what is this?)Episode: 083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial AdvisorPub date: 2024-09-25Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationToday, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.Starting...
2024-10-011h 07
Do Business. Do Life. — The Financial Advisor Podcast — DBDL083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial AdvisorToday, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth. In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he’s used to...
2024-09-251h 07
Mitlin Money MindsetScaling Your Business with Social Media: Insights from Thomas Kopelman (Ep. 197)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...
2024-08-0739 min
Caroom - Le Podcast #1 des Conseils AutoEssai de l’Audi A3 allstreet (2024) : la berline chic enfile sa tête d’aventurière !L'Audi A3 s'est imposée comme un modèle de référence dans le segment des berlines compactes haut de gamme. Pour maintenir sa position de leader face à une concurrence de plus en plus redoutable, le constructeur dévoile une nouvelle version : l'A3 allstreet, qui arbore un style plus aventurier. Nous avons eu l'opportunité de la tester. Voici notre compte rendu complet de cet essai auto !00:00 Introduction01:46 Extérieur et design de l’Audi A3 allstreet03:20 Poste de conduite et habitabilité de l’Audi A3 allstreet05:56 Que vaut l’Audi A...
2024-07-3109 min
Celebrity Estates: Wills of the Rich and FamousCelebrity Estates: Simon Cowell and Disinheritance in Estate PlanningSimon Cowell, reality star and record producer, has an estimated net value worth of $600 million. How much of that will be left for his son? According to him, nothing.
Listen in as host David Lenok is joined by Thomas Kopelman, head of community at Estate Planning platform wealth.com and co-founder of All Street Wealth. Together, they discuss how Simon plans to handle his $600 million estate and the broader implications of disinheriting heirs.
Cast your vote toward Simon’s decision as David and Thomas highlight:
The rationale behind Simon’s motives for his estate plans...
2024-07-2226 min
The Practical PlannerEverything You Need to Know About Marital TrustsCurious when it makes sense to have a Marital Trust? Hosts Anne Rhodes, Chief Legal Officer at [wealth.com](http://wealth.com) and Thomas Kopelman, Head of Community at wealth.com and Co-founder of AllStreet Wealth discuss the three main reasons to set one up, including: - Concerns over how your spouse may use your assets- Tax planning purposes, including the the generation-skipping transfer (GST) tax- Asset protectionThey dig into each reason and get into specifics of situations when having a Marital...
2024-06-2529 minThe Practical PlannerPreparing for the Unimaginable and Inevitable with Samantha RussellSamantha Russell, Chief Evangelist at FMG, joins hosts Anne Rhodes, Chief Legal Officer at wealth.com and Thomas Kopelman, Head of Community at wealth.com and Founder at AllStreet Wealth, to share her personal story and how major life events led her to view estate planning in her life—that it’s not just something the top 1% do when they’re older but is also about giving loved ones peace of mind and clarity.She discusses how selling the company she and her husband, Ryan Russell built (Twenty Over Ten) was acquired by FMG, led th...
2024-05-2836 min
MotorcubeNuova Audi A3 allstreet e A3 Sportback - Classica o Crossover?L'Audi A3 è una vecchia conoscenza, apprezzata e consolidata nel tempo, tanto da diventare uno dei capisaldi della famiglia dei quattro anelli. Alle già note versioni Sportback e Sedan, ora si aggiunge la variante crossover allstreet, forse l'anello di congiunzione tra le due anime stradali.
2024-05-1405 min
I PODCAST DI NTR24‘Ntr24 Motori’ alla scoperta dell’Audi A3 AllstreetAll’interno della puntata si parlerà anche di: Jeep Renegade E-Hybrid 2024; MG3 Hybrid+; Renault Captur 2024; Škoda Kodiaq II
2024-04-1115 min
Get Ready: Before Life Happens PodcastThe Get Ready Money Podcast Financial Five Episode with Chris Mouzon, Derrick Wesley, Mac Gardner and Thomas Kopelman: The Power of Compound InterestSend us a textOn this special episode of The Get Ready Money Podcast: The Financial Five, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education, Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech and Thomas Kopelman, financial planner and the co-founder of AllStreet Wealth to talk about changing the way we think about money and why compound interest is the eighth wonder of the world. Here’s what we discussed: What is compound interest?How compound interest work...
2024-04-0323 minThe Practical PlannerShould Your Irrevocable Trust Own Your Business?The previous episode covered why you may want your revocable trust should own your business. So, in this episode hosts Anne Rhodes, Chief Legal Officer at wealth.com, and Thomas Kopelman, Head of Community at wealth.com and co-founder of AllStreet Wealth, talk about why you may want your irrevocable trust own your business. The discussion the main considerations — Control, Asset Protection and Tax Planning — as well as key legal terms to know, plus key examples of when someone may want to consider their business being in their irrevocable trust.
2024-04-0232 min
MotorcubeMotorCube - Anno 2023 - Puntata 609 - Speciale BMW Serie 5In questa puntata troverete:Bmw Serie 5 - Per la prima volta a trazione totalmente elettricaRange Rover Sport SV - Suv High Performance DS Automobiles Esprit De Voyage - Un viaggio nel lusso Aston Martin DB12 - La prima super tourer al mondo Audi A1 Allstreet - City Crossover Volkswagen Polo GTI - Limited Edition 25 anni Hyundai Tucson Hybrid - Quale ibrido scegliere? Opel Astra Plug-In 180 - Compromesso ideale Porsche 911 Dakar - Supercar da rally Ferrari 499P - Come nasce una Hypercar
2024-04-0229 minAuto - Rund ums Auto. Fahrberichte, Gespräche und InformationenIn Bestform - Audi A3 und neuer A3 allstreet
Dynamischer, progressiver, emotionaler: So präsentieren sich A3 Sportback und Limousine mit der Modellaufwertung. Ihr sechseckiger rahmenloser Singleframe mit neuer Struktur ist erkennbar flacher und breiter geworden. Und erstmals bietet Audi den A3 als Crossover im SUV–Look an. Sein Name? A3 allstreet!
Darum geht es diesmal!Audi spendiert dem A3, mit dem der Ingolstädter Automobilhersteller 1996 das Segment der Premium-Kompaktklasse begründete, ein umfangreiches Upgrade. Der A3 präsentiert sich sportlicher, komfortabler und digitaler denn je. Dafür sorgen neben dem progressiveren Design eine deutlich erweiterte Serienausstattung sowie neue Material...
2024-03-2500 min
MotorcubeAudi A3 allstreet, Sportback e Sedan - Si fa in 3!L'Audi A3 si fa in 3, e scusate il gioco di parole, perché alle già note versioni Sportback e Sedan, se ne aggiunge la variante crossover allstreet. D'altronde era un passaggio quasi obbligato, già visto per la piccola A1, che alla versione sportback aveva aggiunto la variante crossovizzata citycarver poi divenuta allstreet.
2024-03-2105 min
四輪猴嘴News四輪猴報新聞｜2024年3月3週：永三汽車發表Aston Martin Vantage、Porsche發表Taycan Turbo GT/Weissach Package、Tesla Cybertruck周邊車頂帳Basecamp被批質感不佳四輪猴報新聞，會播報幾則新聞做比較簡短的敘述，加速幫大家更新本週車界大小事！
-
國外新聞
停電導致停工近一週損失慘重，Tesla德國柏林廠11日恢復供電復產 → 馬斯克消消火
概念與實物不符，Tesla Cybertruck周邊車頂帳Basecamp被批質感不佳 → 照騙總是美好
揮軍進入F1賽事，2026年AUDI百分百收購Sauber車隊並提供動力系統 → 期待表現
紐柏林最速量產電動車，Porsche發表Taycan Turbo GT/Weissach Package → 前臉忘了改款?
繼續開發頂級燃油引擎，傳Bugatti開發全新高性能V16油電引擎 → 頂級車才配吃油
首度加入跨界車型，AUDI發表小改款A3 Sportback、A3 Allstreet → 難道是要取代Q2?
-
國內新聞
總代理迅速導入大改款，永三汽車發表Aston Martin Vantage → 改款就是眼睛換方向
2024-03-1851 min
This is ExhaustinSaint Paddy Loves Tx2kHappy Saint Paddy’s day Nissan GTR new interior,
Audi, A3 Crosstrek or is it hatchback or is it Allstreet?
The new Porsche hybrid engine going into the flagship car 911 with a 3.6 engine code development with Rimac
Dodge charger four-door or two-door two engine variant, it’s called the hurricane engine 420 and 550
Golf EV thoughts in America sales
Tx2k, shop CT, and powerhouse, different classes at the racetrack then the nighttime Street racing a class, Mike Botti, 1stock, Jordan Jacobs, as well as others take a shout at the title...
2024-03-181h 04
Turismo Cars PodcastAudi A3: Intenta mejorarHace pocos días la firma de Ingolstadt nos ha desvelado el rediseño de media vida para su vehículo compacto del segmento C, el A3. Principalmente tenemos mejoras en el diseño y equipamiento, pasando a venir de serie algunos elementos que antes estaban disponibles opcionalmente. Desde este año 2024 también estará disponible una versión allstreet, de carácter más campero. Hashtags #audi #a3 #audia3 #a32024
2024-03-1407 min
The Finance Marketing PodcastHow to Successfully Combine Multiple Marketing Platforms with Thomas KopelmanToday's guest is Thomas Kopelman of AllStreet Wealth, a financial planner who's turned the art of content creation into a science. Thomas unveils how content marketing — from blogging to podcasting, from social media to YouTube channels — can be used to create a magnetic brand that attracts ideal clients. In this episode, Thomas is sharing how he manages to market his business consistently and effectively while maintaining a full client load.Connect with Thomas:Blog: The Long Game BlogYouTube: Thomas KopelmanPodcast: The Long Game PodcastTwitter: @TKopelmanLinkedIn: Thomas KopelmanW...
2024-03-0132 minThe Practical PlannerIndividual vs. Joint Trusts: Which One Makes Sense?Deciding to fund an individual or a joint trust may seem like a straightforward decision. But there are a number of factors that can impact which one to choose.Hosts Anne Rhodes, Chief Legal Officer at wealth.com and Thomas Koppelman, Head of Community at wealth.com and Lead Financial Advisor at AllStreet Wealth, get into the major differences between the two types of trusts, how people should approach choosing the right type of trust, and some misconceptions, including:
How living in or moving to a community property state could impact a decision
...
2024-02-2022 min
For Advisors By AdvisorsFor Advisor By Advisors - Interview with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth - Why Financial Advisors Should Use Social Media and Start a Podcast.In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business. We also go over how his practice charges today and what they expect that to change to in the future. Tom took his business from zero in 2021 to A thriving practice in just 3 years. Hope you enjoy it! Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcas...
2024-01-1729 min
Financial Advisor SuccessGetting Real Social Media Marketing Results By Focusing On Your (Ideal) Client's Desire To Learn With Thomas KopelmanThomas Kopelman is the Co-Founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing households. Thomas stands out for his effective use of social media, particularly Twitter, to attract over 170 prospects this year by sharing concise, impactful blog posts. His content, though seemingly simple, directly addresses his audience's needs, making him the go-to financial advisor when they're ready to seek advice. Listen in as Thomas shares his journey from minimal social media engagement to harnessing the...
2024-01-161h 32
The Financial Harmony™ PodcastStrategic Tax Planning and Maximizing High-Income Earnings with Thomas KopelmanAre you ready to turn your high earnings into even higher savings? Get ready to make the most of your income with strategic tax planning, as we sit down with Thomas Kopelman of AllStreet Wealth to explore how you can better start in Q2 and still use Q4. Learn the secrets behind maximizing retirement contributions, setting up solo 401ks and utilizing backdoor Roths, all while making your money work harder for you.Get armed with knowledge that will help you navigate through your current circumstances and prepare for a financially secure future. Settle in for an episode...
2023-11-2234 minThe Practical PlannerIntroducing The Practical PlannerThe Practical Planner is a new show from wealth.com where Anne Rhodes, expert estate planning attorney and our Chief Legal Officer + Thomas Kopelman, a top financial advisor and Co-Founder of AllStreet Wealth break down everything advisors need to know about estate planning.In this quick intro episode Thomas and Anne talk about why they’re excited for the show to launch and what listeners can expect from future episodes.
2023-10-1201 min
FutureProof Advisor PodcastDemonstrating Authenticity Within Your Niche on Social Media with Thomas KopelmanThomas Kopelman, Co-Founder of AllStreet Wealth, blogger, podcast host, and entrepreneur, joins Matt on today’s episode of Bridging the Gap. Thomas was recently named one of the Top 100 Advisors by Investopedia, one of the Top 23 Millennial Financial Advisors by Business Insider, and one of 2023’s Young Advisors to Watch. Thomas shares his journey of how he has used education-based content to attract clients and how he discovered his niche audience. He discusses the tools and resources he uses for content creation and management and emphasizes the importance of authenticity and building a brand that reflects your style...
2023-06-1448 min
MotorcubeAudi A1 Allstreet - City CrossoverL’Audi A1 Allstreet rappresenta un crossover in formato ridotto dai molteplici vantaggi, una vettura compatta e versatile che combina stile, prestazioni e praticità. L'esterno dell'Audi A1 allstreet presenta un design moderno ed elegante, con linee dinamiche e dettagli distintivi. La sua carrozzeria compatta lo rende perfetto per la guida in città, mentre la maggiore altezza da terra contribuisce a una maggiore dote dinamica e aderenza su terreni sterrati.
2023-06-1002 min
Black and Brown Make Green, A Money Podcast37: We hired a financial planner. Should you? Part 3 | Meet our financial planner, Thomas KopelmanThomas Kopleman is a financial planner with AllStreet Wealth. He was selected as one of Investopedia’s Top 100 Financial Advisors for 2022. He is passionate about financial planning and has a blog, thomaskopelman.com where he writes weekly about personal finances. He hosts a podcast, The Long Game, where he shares even more on personal finances.
In This Episode We Discuss
What is a financial planner and what does a financial planner do
The difference between a financial planner and adviser
How to choose a financial planner
How to know if you need a financial planner
Ways a f...
2022-09-2825 min
Only Fee-Only#18 - Mastering the Art of Repurposing Content - Treyton DeVoreTreyton's BioTreyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth.After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he made his way into financial planning with one mission:Make financial advice more accessible for our generationWhen he's not trying to change the perception of the financial industry, you can find him at a local sk...
2022-09-2158 min
Mobilität heute - morgen - gestern | Podcast MOBIL TV22Die Aktualisierungen 2022 bei AudiEin neuer Name, reichlich Sportlichkeit und mehr Ausstattung. Wenn Du alle Informationen zu den Aktualisierungen für Audi A1, Audi A4 allroad quattro, Audi Q7 und Audi Q8 suchst, bist Du hier richtig! Die Neuerungen in Kürze- Neuer Name, alte Stärke – der Audi A1 allstreet- Audi A4 allroad quattro mit neuem Ausstattungspaket- Serienausstattung erweitert für Audi Q7 und Audi Q8
2022-08-1102 min
Autotelefon – Der Podcast über Autos.Entscheide Dich: citycarver oder allstreet?Audi benennt Autos um und wir träumen von der Nordschleife und der EU7-Norm
#190 – Welches nach einem Mailänder Stadtteil benannte Auto wurde von 2005 bis 2010 gebaut und trägt sein vorderes Kennzeichen nicht mittig? – Zu einfach? Na gut, unsere Hörer*innen sind eben auch heimliche Alfisti. Nach drei Jahren in der Radio Bob-App sind wir dort nun wieder ausgeschieden und hoffen, ein paar Fans mit zu anderen Podcatchern genommen zu haben. E-Auto-Fahrer können jetzt auch die Supercharger von Tesla nutzen und BMW hat mit dem M3 Touring einen neuen Nordschleifen-Rekord hingelegt. Glückwunsch!
// Autotelefon – Der Podcast...
2022-06-2241 minOnly Fee-Only#3 - Creating A Successful Brand - Thomas KopelmanThomas is a financial planner, the co-founder of AllStreet Wealth, as well as a:• Blogger• Podcaster• Content creator• Top 23 Millennial Financial Advisor by Business InsiderAfter graduating from Butler University, Thomas has spent his entire career in the financial services industry as a financial planner. Thomas 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. Outside of helping clients with their financial plan, Thomas enjoys working out, playing basketball, spending time at the lake with...
2022-05-1853 min
The Breakthrough Factor with Jess BostSuccesses Happen When You Just Keep Showing Up With Treyton DeVoreTreyton has persisted through difficult moments (like having his car stolen) in the quest to build a financial planning business. He may be one of the best "creators" in the financial services space, but listen to his story and you'll find out that none of that would've been possible without an incredible work ethic and willingness to just keep showing up. Links from the show:https://www.amazon.com/SPEED-TRUST-Thing-Changes-Everything/dp/1416549005https://www.artofmanliness.com/career-wealth/career/so-you-want-my-job-financial-planner/https://www.kitces.com/blog/setting-up-an-ria-and-starting-a-new-financial-planning-practice-on-less-than-10000/https://www.kitces.com/blog/category/17-nerds-eye-view/https://www.justincastelli.io/blog/the-genesis-of-allstreet-wealthhttps://www.treytondevore.com...
2022-04-2927 minThe Breakthrough Factor with Jess BostSuccesses Happen When You Just Keep Showing Up With Treyton DeVore Part OneTreyton has persisted through difficult moments (like having his car stolen) in the quest to build a financial planning business. He may be one of the best "creators" in the financial services space, but listen to his story and you'll find out that none of that would've been possible without an incredible work ethic and willingness to just keep showing up. Links from the show:https://www.amazon.com/SPEED-TRUST-Thing-Changes-Everything/dp/1416549005https://www.artofmanliness.com/career-wealth/career/so-you-want-my-job-financial-planner/https://www.kitces.com/blog/setting-up-an-ria-and-starting-a-new-financial-planning-practice-on-less-than-10000/https://www.kitces.com/blog/category/17-nerds-eye-view/https://www.justincastelli.io/blog/the-genesis-of-allstreet-wealthhttps://www.treytondevore.com...
2022-04-2916 min
The Advisor Of TomorrowThe Genesis Of AllStreet Wealth With Treyton Devore and Thomas KopelmanA change in the direction of RLS Wealth led to the launch of AllStreet Wealth. We discuss the tough conversation, the process, and what Treyton and Thomas are building at AllStreet, along with some content and marketing.
2021-11-2455 min