“…More often than not, advisors will be better off having a smaller engaged audience than a larger passive one.

While I believe there isn't any one right way to grow a client base, relying on content creation has been the best approach for me and AllStreet Wealth. And this is something that other advisors can do, too. It will take time, hard work, and a lot of iterating… but it is doable!”

- Thomas Kopelman, co-founder of AllStreet Wealth

Recently, Thomas had the opportunity to share his content strategy and some of the things we’ve been doing with AllStreet on the Kitces blog.

Check out the full post here:

Financial education made easy.

Learning just a few concepts that we cover in these guides can save you thousands of dollars over your lifetime:

• The Ultimate Guide to Understanding Taxes
• The Ultimate Guide to Automating Your Money
• The Ultimate Guide to Understanding Insurance
• A Young Professional's Guide to Estate Planning
• The Ultimate Guide to Understanding Equity Compensation

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Financial Education for Self-Employed Creatives & Freelancers

You didn't sign up to be a bookkeeper, financial planner, or business operator - but you need some of that knowledge to succeed and build a sustainable career. Creatorbread was created by Treyton DeVore to make money & business more approachable for creatives.

Treyton DeVore

1 min read

How much money do I need to stop working?

To figure out your "freedom number" there are many, many things to consider. I wish it was as easy as a quick calculation, but you need to take into account things like: What age you'd like to stop working (because that'll influence how much money you need to have invested and how long it needs to last) and how much you'd like to spend each year (also influences how much you need to have invested)

Treyton DeVore

How Do I Get Rid of My Housing Payment?

House hacking and thinking about your first real estate investment

Treyton DeVore

5 Lessons from The Psychology of Money

Our environments and relationships, both physical and emotional, with money play a role in how we view it and how we manage it. With knowing this, you may begin to understand why you view money in a certain way and if it's an unhealthy viewpoint, you can then begin taking necessary actions to correct the behavior.

Treyton DeVore

3 min read

Low Hanging Fruit For Young Professionals

Getting started as a young professional is overwhelming. We all know it. In what feels like seconds, we went from only worrying about how to pay for $1 wells at our local dive bar to having to decide about benefits, paying student loans, building savings, 401(k)s, etc.

Thomas Kopelman

4 min read

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Locations:
📍Kansas City, MO
📍Indianapolis, IN

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The firm is a registered investment adviser with the state of Missouri and Indiana, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

How AllStreet Wealth Grew Revenue 4x in One Year

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