How to Successfully Combine Multiple Marketing Platforms with Thomas Kopelman
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Today'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 Blog
YouTube: Thomas Kopelman
Podcast: The Long Game Podcast
Twitter: @TKopelman
LinkedIn: Thomas Kopelman
Website: AllStreet Wealth
Kitces Article: Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months
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Cross-Platform Content Strategy: From Blogging to Podcasting to Social Media
In today's digital landscape, a robust cross-platform content strategy has become essential for those who want to build authority, connect with ideal clients, and scale their impact.
Why Multiple Platforms Matter
Each social platform serves a unique audience with different content preferences. LinkedIn might connect you with professionals seeking retirement planning, while Instagram could reach younger investors interested in financial literacy. By implementing marketing strategies using social media across multiple channels, you expand your reach exponentially rather than linearly.
Smart Content Repurposing
The secret to maintaining a presence across platforms without burning out? Content repurposing. That insightful client conversation can become:
A detailed blog post for your website
A carousel of tips for Instagram
A thought leadership article for LinkedIn
Short-form video snippets for TikTok or YouTube
Discussion points for your podcast
This approach maximizes your ROI on every piece of content you create, turning one idea into multiple connection opportunities.
Platform-Specific Benefits for Financial Professionals
Social media marketing for financial advisors works differently across platforms:
LinkedIn: Establish professional credibility and connect with high-net-worth prospects
Twitter: Join real-time financial conversations and demonstrate market knowledge
Instagram/TikTok: Break down complex concepts visually for next-gen clients
YouTube: Build trust through in-depth explanations and personal connection
Podcasting: Develop deeper relationships through long-form content
The advisors seeing the greatest growth aren't choosing between these platforms—they're strategically leveraging each one's strengths within a cohesive strategy.
Remember: authenticity and consistency matter more than perfection. Start with platforms where your ideal clients already spend time, then expand your presence thoughtfully.
Your expertise deserves to be shared beyond referral circles. The right cross-platform approach ensures it reaches those who need it most. Download our free guide Marketing Minus the Overwhelm to learn how to repurpose content within your marketing ecosystem.