Choosing which social media channel might work best for your business can be daunting. You want to get the best possible return from the content you create, but others argue over which option is best, which adds to the confusion. One thing is for sure, the shotgun approach of a little content for each isn’t very effective.
On this Elementality, Abby talks with Thomas Kopelman about how he became known as “The King of Twitter for Financial Advisors”. By making a total commitment to Twitter, his business has exploded. Thomas claims advisors confuse marketing and content creation, and says good marketing can win in any channel while bad marketing will lose in every one. Discover why he feels that way.
Show Notes
@TKopelman
Podcast Transcript
Thomas Kopelman:
Like most advisors, right? Like they’re talking to other advisors, I look through people’s content all the time and I’m confused. I’m an advisor and I’m confused by their content means the average person is gonna be confused by your content, and when I think of like the number one quality of a good financial professional financial advisor or whatever, is that you’re a teacher. I have to be able to take this high level of complexity and bring it down to something that you totally understand why it applies to you, why you need to take that step, whatever. And so, I think you have to do that through your content. If somebody sees it, it’s un-relatable, they don’t understand it, they’re gonna then link those two together and say, I can never work with that person ’cause I’m never gonna be able to understand what they’re talking about.
Jordan Haines:
Welcome to Elementality. Each episode, we will explore the challenges and the opportunities faced by financial advisors and how advisors can use elements to grow their business and serve their clients better. We hope you enjoy this episode.
Abby Morton:
Welcome to Elementality everyone. I’m your host today, Abby Morton here with Thomas Koppleman. Welcome, Thomas.
Thomas Kopelman:
Thanks for having me. I’m excited to hop on and chat all things elements, marketing, whatever you wanna talk about.
Abby Morton:
Yes, no, I’m excited too. I’ve heard you’re the king of Twitter, and when I said I need someone who’s been successful using Twitter in their business, everyone was shouting your name. So I was super excited to have you on the show today.
Thomas Kopelman:
Well, thanks, I’m definitely humbled. I think that was my goal, to be honest, is like, Can I own one channel and be the best one in the entire industry, and I’m not gonna sit here and ever say I am, but I think I’m working towards being at least at the top of it.
Abby Morton:
Yeah. Okay, well, great. Well, let’s get into the details of that. Before we do though, for those of people who don’t know you, give me a five-minute synopsis, who are you, who do you serve? Let people get familiar with you.
Thomas Kopelman:
Yeah, it’s funny, I actually was just a Joel and I was on a panel talking about niches and niching down. And for me, it has always been like, I serve millennials. And I look back three, four years ago. And who I served was the regular W-2 couple, maybe making a hundred to $200000 a year. And honestly, through Twitter and the marketing I’ve done there, the average person that comes into my business now is more like 500000 of income, in their 30s, or a business owner doing one to 20 million, 25 million in revenue in this age range. And so like who I serve continually changes every single year, and so is our fee, so I look back to before I started Twitter and my fees were 150, 200 and 250 a month, and now I’m at 750 a month is my minimum for any client joining us. And they all come from Twitter, and it’s something that people don’t always believe. So many times I have to go back and be like, Look, we had 52 prospects in Q1 come in from Twitter. With an application system.
Abby Morton:
Yeah, that’s insane. That’s crazy. So these business owners and the people you’re finding, are they kind of all over the spectrum in terms of what their businesses are?
Thomas Kopelman:
Yeah, to be honest, I mean, I have one client I’m working on right now, they’re selling their business for about $80 million, they have… It’s like a packaging type business, and I have some people… Like in e-commerce, I have somebody with an Amazon business, I have photography business. It’s kind of all over the place, and how I think about it is, one, there are a lot of nuances to it, but I love that, I just… Before, I feel like I was going a little bit bored of the same things over and over and over, and now I look at myself, and I am late 20s, entrepreneur building multiple businesses, and that’s the people I work with, they either do that or they have equity from their equity compensation, but they think of themselves like entrepreneurs, a lot of them have rental properties. And so not only can I relate on the life changes, the financial changes, like understanding tax planning. But on top of that, for a lot of these people, I’m also consulting them on how to grow their business, we’re talking about pricing and hiring, and really just a bunch of these complex things that they’ve never really had a business coach, but what happens is they locked into being really good at one thing, they’ve seen a ton of success, but they have all of these areas of weaknesses where they need help, and I can fill multiple different roles in that area.
Abby Morton:
I love it. No, that’s awesome. Good to hear that. Okay, let’s get specific down on Twitter. ‘Cause today’s episode is all about how do we use Twitter? Like How can someone who’s never really done a lot with Twitter take some key take-aways that you’re gonna teach them today in the next 20 minutes and apply them to their business. So first of all, why Twitter? How did you pick Twitter versus all the other social platforms that are out there?
Thomas Kopelman:
So I look back and when I first started it really to me was a LinkedIn thing, like every advisor told me like Twitter is for networking, LinkedIn is for business and getting clients. And for way too long, I believed them. I was like, you know what, you’re probably right. And then I realized, this is like a 55-year-old advisor serving retirees, why am I listening at all to what they have to say. And then also a lot of times we get bad advice from other advisors, don’t use this channel or Don’t do this. When in reality, they weren’t successful in any of the channels. Good marketing, I think can win in any channel as long as your audience is there bad marketing loses in every single channel no matter what. Right. And so I for the longest time, I was using LinkedIn and I was like, I don’t think I learned anything from LinkedIn. I just don’t. I think I get sold a bunch, I get a bunch of random DMs like you go comment, good post, or like, Hey, love the podcast.
Thomas Kopelman:
It’s not really any deep conversation, and I was like, Man, I learn on Twitter, I follow people in real estate, I follow the Estate Planing attorneys, I follow CPAs, and I actually spend my time there learning. And I was like, Well, if I’m trying to attract people like me, who learns there, maybe this is kind of an avenue people go down. And so last year in January, I said, let me focus on Twitter and see how this goes, because I think you can post way more on Twitter, I can have more thoughts, less like polished posts, and so I was like, I’m gonna write a thread every day for a month to get started, and I think I started at 800 followers last January. I’ve done two different months or I did a thread every single day, I do at least thread it once a week, I post three times a day scheduled, and then probably on average five more times throughout the day as things come about.
Thomas Kopelman:
But in the last year, things grew pretty quickly, I ended up doing just under 10 million impressions last year, and I grew to… My goal’s to have 7500 followers by the year, and I hit 7500 followers on Jan 1, I was one day late. And then I was super proud. I was like, Okay, I keep that up. Now, this is May 8th, I’m at over 13500, so I’ve gained 6000 followers in the first four months, I’ve done over 10 million impressions this year already, and in Q1 we did, I did 52 qualified prospects and they apply, they see minimum fee 9000, and they still choose to apply, which I think is like a testament to people live on Twitter, people learn on Twitter, people look for and vet professionals on Twitter, you have to be there and you have to be like the informed… The person that’s educating them, and if you do that for long enough, they’ll come to you. And I think the big problem in marketing is that advisors mix up marketing and really content creation, because I think the way that we get clients in this industry isn’t that you’re like, Here’s my fee model, or, here’s why we’re the best, that’s really selling.
Thomas Kopelman:
And people aren’t gonna see your post and convert to you, how they feel the funnel is, they learn from you for a really long time, and then they hit a pain point and then they reach out to you. And so it’s so different than like, “Hey, I’m a clothing brand, I just dropped this really cool sweatshirt,” you’re gonna see it, you’re gonna buy it. That’s the exact opposite of the funnel here in financial planning, like if I’m gonna sell a $9000 a year minimum fee model, you bet they’re gonna vet me for a really long time. And so if I look at all of the other advisors that they know, they’re probably selling them permanent life insurance, or trying to convince them why they need to work with them, like Everything is about selling. And then they look over at me and they say like, Wow, I’ve probably learned hundreds of things from Thomas, things that I haven’t even taken to be myself. But then, Hey, I just got this really new awesome job, I have a bunch of ISOs, Thomas has posted about ISOs a bunch. He’s probably an expert in the space, I’m gonna reach out to him, he’s never tried to sell me on anything, I think he can help solve my problem. And I think that’s where the disconnect comes as people don’t understand that that’s what marketing is in our industry over selling. And so you just have to educate people to the point where they have no other choice but to come to you to solve your problem.
Abby Morton:
Well, it’s so true what you’re saying. And we talk about that in these growth camps that we’ve recently started as well, that people aren’t gonna reach out to a financial advisor until there’s something in their life, it could be a pain, but it could even be a good thing. Like I just inherited a million dollars and I don’t know what to do with it, that’s a great thing, but it’s definitely gonna prompt them to think about who’s an advisor, and we keep coming back to that of like, Well, who have they been seeing… Who’s been in their mind, what content have they been reading and like what you said, if it’s on their mind all the time or like… Oh, Thomas talked about that forever. Oh, Abby mentioned that I keep seeing that Abby’s talking about the same pain point that I’m now experiencing, that’s gonna probably be the first person that they come to.
Thomas Kopelman:
For sure.
Abby Morton:
And it’s probably gonna be people who haven’t been tapped yet in the market, like this newer generation accumulators or feeling like more advisors are serving this accumulating generation, and so it just works ’cause you’re there in their feed.
Thomas Kopelman:
Yeah. And I think maybe pain point is the wrong word, ’cause some of my clients are like, [0:10:00.1] ____ selling their business for $80 million, it’s not a pain, it’s more of a, I have a problem that I need to be solved. I wanna save on taxes, I wanna do the right estate planning, or like…
Abby Morton:
Totally.
Thomas Kopelman:
Hey, you know, we have this new level of complexity, we’re really excited to have it, but we don’t necessarily know how to think through it, how it affects our life and really how to solve that problem. And yeah, we do have a mix of people who have never worked with an advisor before. A lot of times, I think the reason why a lot of my marketing works is because I’m showing people what we do in financial planning and how we help clients think through things, ’cause everything they’ve ever known is every the advisors just manage their assets or advisors just sell them this product. Versus, now, there’s really great advisors that help you make every decision that has to do with money, and they just never even realize that there’s a such thing as that.
Thomas Kopelman:
Like I was on Twitter, and I’m connecting a professional athlete to a different firm who’s a better fit for him. Because he’s like, “I have these different professionals. None of them speak.” And I’m like, That makes no sense. That’s exactly what we do. That’s exactly what advisors should do, is they should lead the team, they should be communicating with the Estate Planing attorney with the CPA to do the best work, and people don’t realize that they’ve never had it. But then I also get people who are like, “my advisor doesn’t do that,” right? We haven’t heard from him in two years where he’s managing my assets, but I would say half my clients left other advisors because they weren’t doing any of the points that they knew as that could be done.
Abby Morton:
Okay, well, great, I’m glad you’re finally like in a wide mix. That’s great. So you talk through a little bit about… You had this goal of having 7500 followers and you grew that, but what are actually the steps you took, what are actually the day-to-day tactics that you did to make that happen?
Thomas Kopelman:
I think one is always creating new content. Again, besides the fact that I went back and said, I’m not gonna listen to advisors about Twitter, the other thing I took that I didn’t listen to is everybody preaches quality over quantity in that at all things just focus quality. And I actually think that’s not true. I think if you do both, you could sacrifice some quality to increase quantity a ton, and that’s the lever I started to pull last year, and that’s when things really took off for me. Is that if I’m in front of you at all times, everybody is like, I see you all over Twitter, I would say I have to be the most active advisor by the content I either create, so I mix in not only new content, that’s like I walk away from client conversation, here’s a good takeaway of something that I wanna talk about, and then I re-purpose what… Most of those three posts a day are re-purposed old content, and I think repurposing is an absolute no-brainer, but you have to do it well, repurposing isn’t… I post something Tuesday morning, I post the exact same thing Thursday night, I post that same thing next week, that’s just boring.
Thomas Kopelman:
People are just get really bored of what you do, but re-purposing to me is like, Hey, three months ago, I wrote this awesome thread that got a ton of impressions, I’ve had 4000 followers since then who have never seen that best content of mine, that needs to be re-posted. And then some people say, “Well, well, what happens if somebody remembers your post?” And my line always is then you won, if somebody remembers…
Abby Morton:
I like that.
Thomas Kopelman:
There’s so much abundance of financial content out there. So much of this stuff is the same thing. If you remember my post from a few months ago, I am so clearly in your head that I’m winning, that is not a bad thing ’cause I don’t even remember the content I posted three or four months ago, so I should be Repurposing re-posting, I know some advisors who said they haven’t created new content in two years, and they constantly post, because they’re just able to recycle and reuse. So I not only re-edit, I’ll find one that’s really good and edit it. Sometimes I’ll repost it ’cause the wording is really good, other times I’ll take a blog post and put it down smaller, or I’ll take a smaller post and expand it longer, I’ll take a blog post and turn it into a thread.
Thomas Kopelman:
I think the most important thing is staying active and explaining things in really basic terms. One of the things I hear all the time is, Thomas, your content seems so basic, like, how does that work? And I think that it’s pretty simple, you talk about health and fitness, you talk about personal finance. Like the vast majority of people don’t really even know the basics. There’s such a wide range of like, You need this universal life policy, and then you need this, and then you need that, they’re like, I don’t even know what answer is right. And then on top of that, if I write anything and somebody has to Google what it means, like any acronym, any word, you just know they’re not gonna Google it, that’s just the truth of the matter we’re scrolling…
Abby Morton:
That’s a good point. I like that.
Thomas Kopelman:
There’s so much content. Most advisors write like they’re talking to other advisors, I look through people’s content all the time and I’m confused, I’m an advisor, and I’m confused by their content means the average person is gonna be confused by your content, and when I think of the number one quality of a good financial professional financial advisor or whatever, is that you’re a teacher, I have to be able to take this high level of complexity and bring it down to something that you totally understand why it applies to you, why you need to take that step. Whatever. And so, I think you have to do that through your content. If somebody sees it, it’s un-relatable, they don’t understand it, they’re gonna then link those two together and say, I could never work with that person ’cause I’m never gonna be able to understand what they’re talking about, versus… I think if you read mine, you would say like, Wow, that’s super basic. That totally makes sense to me. And if money is such a taboo complex thing, but people can walk away feeling like they understand what it means, why it applies to them and why they should take that action, then I think you’re winning with your content.
Abby Morton:
Do you ever hear advisors say like, Oh, it’s too basic. No one will trust you. Because it’s not complicated enough.
Thomas Kopelman:
I’ve never had somebody say that, but I think who we work with, there’s not very many firms who are working with more complex financial situations of people in their 30s than I think we are, so I think they would be able to speak to like… That’s obviously not true. If you think basic, you probably think the average firm who has a $100 a month subscription model or $99 a month. I mean, you don’t pay $90000 a year in your 30s, unless your situations are complex enough that you really need help.
Abby Morton:
Totally, no, and I agree. I feel like finances at a very basic level are pretty easy to understand, and I think that’s our job as advisors is to make it seem that easy for clients. And obviously, you’ve grown your practice just by Twitter alone, so obviously that argument probably isn’t valid, but I’m thinking there’s several advisors that often think that, if it’s not complicated, it’s not hard, why would they hire me? And I am thinking they’re hiring you to be that consultant that you talked about that person to talk to about their business, they’re hiring you to hold you accountable to make for sure, they actually get the things done that need to get done. There’s so many more valuable things an advisor provides and just making it super complex and hard for our end-client to understand.
Thomas Kopelman:
And I think I understand my client really well that they want that, but also a big thing that they need is accountability and somebody to be there, give them that time. So if I’m working with somebody who’s… One of my new clients is late 20s or mid-20s, doing 24 million a year in their business with a few employees, has kids, a family, like he’s super busy. They need time with somebody like me, it can’t be like I meet with you twice a year, Here’s your [0:17:17.6] ____ go do them, I have carved into what we do, time to actually get stuff done. So I can’t work with 100 clients at $3000 a year and have six to eight meetings per person with a bunch of touch points along the way. So I always tell people like if you’re the person who just wants the occasional check-in and a plan, we’re not for you. If you have a lot going on in complexity and need Somebody to order back the whole team, make sure everything gets done, have a lot of free time availability to you, then you have to understand that you have to pay a decent amount to have a good financial advisor that can give you that much time.
Abby Morton:
Yeah, totally. So tell me, you talked a lot about just the most important thing with Twitter is being in their feed, consistently posting. So are you using a scheduler? Or how do you manage number one content, but then actually making for sure it gets done, because you just mentioned you’re in meetings a lot of the day, you’re at conferences, you have a life. So how are you actually managing that?
Thomas Kopelman:
I schedule it, so I think I’ve probably gotten hundreds of people to use Hypefury, I think it’s a really great scheduling tool. I feel like I’m not a perfectionist, which is maybe one of my biggest strengths, I have no problem just scheduling content, testing it, see how it goes. I was actually on vacation, I was like, I don’t wanna read every day at the beach, I’m gonna do one hour of content a day, this was the last week of January, and I had three posts scheduled every day through June from four hours of work. So I basically… And then when I catch up, I’ll do one Friday a month, I’ll get through one to two months of content, because if you think about it, I have all of this old content, and then if I sprinkle in three new posts a day throughout the time, then I have all of that content that has never been recycled, that it’s like, Hey, that’s a great post. Now, that gave me an idea, boom, now that’s a great post, that’s a great post.
Thomas Kopelman:
You can just get through it really quick, but I mean, I’ve also wrote a blog post every week for three years now, I have a newsletter every single month, I post on LinkedIn every day for two years. Now I do two if not three a day. There’s just no shortfall of content that… Now, I’m at the point, I won’t ever do it, but I’m at the point where I could hire a copywriter and just take everything I have and just keep it into a system, but I like it too much and I want it to stay as my voice that I’d rather outsource other parts then that part.
Abby Morton:
Okay. So you really are writing all the tweets, writing your newsletter, like you mentioned, sounds like you’re even bringing LinkedIn a little bit into your business strategy, but you found…
Thomas Kopelman:
All I do for LinkedIn is we take my good posts from Twitter, whichever ones did good from last week, and I just post it on the LinkedIn, I spend five minutes scheduling it a week, and that’s it, ’cause I figured well if it’s gonna do well here it’s gonna do well here.
Abby Morton:
Yeah, and have you found that same trend that that is working?
Thomas Kopelman:
I guess if I went to look actually how LinkedIn does, I spend… Let’s call it an hour a month, because every once a while I’ll go and comment on things, but I think I’d probably get 30000 impressions a week or something like that, I think I don’t even really know where you’d have to go… Oh yeah, I post seven days, 27000 impressions. So it’s not like I’m doing bad over there. Yeah, I think I have over a million in the last year or something like that, so it’s still pretty good, but definitely I get three times the year amount of LinkedIn in one month on Twitter, so I’m like… To me, I know a number of people doesn’t necessarily matter, and I know impressions don’t necessarily matter, but when I go back and look at it, I get the most Prospects in the months that I had the most followers, and I had the most impressions. And then again, if you have three million impressions in a month and I wanna grow it two clients a month, that’s a really low conversion of how many times people see me to come to work with me, that I think all that numbers do is help as long as it’s the right audience. I’m never the person that’s paying for retweets from people or paying for followers, because again, that adds no value, but when you’re organically getting people to say, I wanna follow you, ’cause of your content, I think you open up a lot of doors as numbers go up.
Abby Morton:
Yeah, definitely. What challenges have you found? Basically doing most of your marketing on Twitter?
Thomas Kopelman:
Well, I think for a little bit, we were… This is a really good problem, but we were getting too many prospects for meeting times that we had to add apply to us to make sure that you’re vetted ahead of time. Our biggest problem actually is managing new prospects, of we have to turn away so many like I’m always booked about three months out, I have all of May, all of June, and I’m ready booking into July, and then I have one client already book for August and September. Where our dollars are going as a business is I’m hiring somebody full-time to help me do all the planning right now, I just have a part-time person, I have an assistant who can help manage things, and then we’re just gonna slowly do that and then I’ll hire more advisors, and I wanna think of myself as like the grower of the business, where I’ll find advisors who are good planners that don’t care about finding clients, and I will source them clients and pay them a salary, but we’re just gonna get there, ’cause I have to build my full team and my entire client base first.
Abby Morton:
Yeah, definitely. So I know what’s on the top of everyone’s mind lately is Twitter gonna stick around? Right. Is it going away? What is your take on that?
Thomas Kopelman:
I don’t think so. I mean, I think there’s gonna be pain points, but people sit there and be like, “Well, what if they run out of money?” It’s like Elon Musk is not running out of money, like Twitter is not gonna go down. I think it’s almost like too big to fail, I would say if somehow Facebook can survive when all we do is talk about politics and vaccinations and things like that, I would assume Twitter can. They just need to figure out the pricing model. I also think if it doesn’t, I mean by the time it didn’t work, I’d probably be full on clients anyways, that it wouldn’t be that big of a deal, but I still have YouTube that I can pull, I still don’t focus that heavily on my newsletter, I really say, Let’s own one channel, but the way that LinkedIn, the way that you win at LinkedIn is very similar to Twitter, it’s just you edit things in a different way, maybe you have some longer post in short form like YouTube. I think there’s a bunch of other areas that we could go down. To me, it doesn’t seem like something that is gonna happen. I’m also an optimist. I think the vast majority of people are like The doom and gloom-ers of the world, every bank’s failing, we’re going into a recession, like Twitter’s failing, nobody’s gonna get client, whatever, everybody… It’s super easy to be the contrarian that says everything’s gonna fail, but in the grand scheme of things, how often does that really happen?
Abby Morton:
Well, that’s a good take. I’m glad hear you don’t think Twitter is going away.
Thomas Kopelman:
I know.
Abby Morton:
I am sure many other people are hoping the same.
Thomas Kopelman:
Already seems so.
Abby Morton:
We’re about out of time, so would you leave anyone with any final thoughts or tips in terms of if they wanted to go find clients on Twitter? What would you tell them to go do?
Thomas Kopelman:
Yeah, I’d say a few things: One, manage expectations. It’s not gonna happen quickly. I think the amount of time you should tell yourself it’ll take you to get content to be bringing in clients, best case is one year. I bet it’s even a year and a half to two years, especially, you can assume to post three times a week, that’s 156 posts a year. If you think 20% of your audience sees per post, and then maybe you take a break, that’s not very many times people are seeing you, so it is gonna take a while, the time is gonna pass anyway. The other one I would say is own one channel, I talk to way too many advisors that not wanna try multiple channels or they wanna try multiple niches, it is way too hard to speak to multiple different niches on multiple different platforms, like all that you’re gonna be is just another average advisor trying to create content versus trying to nail down one thing and be an expert at that one thing, that is gonna be the best thing for your business.
Thomas Kopelman:
And then the last one is, I just do it. I don’t think the perfection piece is, it’s a thing that most advisors struggle with, I was actually sitting at Joe’s, I was watching an advisor, he like seven times in a row, typed out the tweet, deleted the whole thing went back deleted the whole thing. It’s like you’re your own worst critic, if it’s a bad post, people are just gonna go by it, they’re not gonna sit there and critique you that the name of the game is do it. I was a terrible writer or maybe I am, I still, I don’t really know. But when you get out thousands upon thousands of reps, you naturally get better, and normally in the beginning, you have the least amount of people following you, so just get the reps in, take notes about what your clients are asking you, the pain points you’re solving and create content around that. To me, that’s the biggest thing. I was just working on a client through an 83b election, I was like, Every one of the blog post is about that. Great, I’ve another client. We’re talking about QSBS. Great, why is that not in a blog post, there is something every single week, if not every day, that you’re talking about clients that you haven’t created content around, make yourself better about that topic and create some content around it.
Abby Morton:
I love it, I always say, we say internally like 80% and Done is better than 100% And never done right. It speaks to so many things you’re saying today, of like, just get it out there, the more you start, the more you do, the more you’re gonna learn. Just do it like just go, it doesn’t have to be perfect.
Thomas Kopelman:
Well, I love that because that’s the exact thing I would say too, because in the beginning, I try to get to that 100%, and I realize it would take me an hour to write the blog post that got me to 80%, and then it would take me three to four hours to get that last 20, or I could do three to four blog posts in that period of time. I don’t think anybody else notices the difference between Good to Great, especially when everybody skims content that… Be okay with putting out good content.
Abby Morton:
Yeah, it doesn’t always have to be Great, I love it.
Thomas Kopelman:
Exactly.
Abby Morton:
Thank you so much for your time, Thomas. If people need to find you or reach out to you, or even just wanna go stalk you on Twitter, to see what you’ve been doing. Where can they find you?
Thomas Kopelman:
Yeah, just go to Twitter and @TKoppleman, and then also for the advisors, I have an office hours that I do every single month, there’s like 200-some advisors on the list that basically… I’d say 25% of them show up per time that we just talk about marketing, we talk about I walk through elements with people, we talk about growing a business and how to work with millennials or whatever. And I’m an open book, so reach out to me, I always have a link, so that way you can be alerted of when they are.
Abby Morton:
Awesome, perfect, thank you so much. I appreciate your time.
Thomas Kopelman:
Yeah, thanks for having me.
Abby Morton:
Next time on Elementality.
Broc Buckles:
Some that we’ve worked with for a long time, introduced to their clients to figure out their insurance needs… Like I don’t…
Abby Morton:
Here’s your guy, you go talk to Brock, he’ll take care of you. I’ve vetted him. Go see him.
Broc Buckles:
Totally. And that’s everything from, Hey… And we’ll talk to him about, Hey, how much debt do you need to pay off, what would you want the benefit to look like for a surviving spouse or your disability income insurance. And then some advisors very literally wanna be a part of every single meeting and every part of the process, so we cater to that and whatever they wanna do, we’re happy to just kind of be… There’s kind of this wheel of Financial Planning, where we just like to be really good at being the insurance spoke.
Abby Morton:
To find out more about elements, go to getelements.com/demo. Elementality’s executive producers are Reese Harper and Carl Richards. Elementality is produced by Tad Henderson and directed by Abby Martin. Have a good one.