“…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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