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AllStreet.

AllStreet.

@AllStWealth

virtual financial advice & investment management for our generation 💰 tweets ≠ advice | by @treytondotcom & @tkopelman

see how we help → Katılım Haziran 2021
223 Takip Edilen2.5K Takipçiler
AllStreet.
AllStreet.@AllStWealth·
Why it's important to set *meaningful* financial goals:
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AllStreet.
AllStreet.@AllStWealth·
Advisors: In the past 3 weeks, we've launched 2 products specifically to help you save time & do better work • Custom financial plan templates ($500) • Content, Simplified Notion dashboard ($25) @treytonwrites @TKopelman 👀 Check 'em out: allstreetacademy.gumroad.com
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AllStreet.
AllStreet.@AllStWealth·
How to get started investing 💰 • Determine your time horizon • Pick an account type • Determine your deposit amount • Pick your investments
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AllStreet. retweetledi
Thomas Kopelman 💵
Thomas Kopelman 💵@TKopelman·
Tomorrow marks 1 year of running @AllStWealth with @treytonwrites We just recorded an awesome podcast episode on: - what the 1st year was like & what we learned - where we are at as a business - how we created our process - advice for other business owners getting started
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Thomas Kopelman 💵
Thomas Kopelman 💵@TKopelman·
Not everyone needs an ongoing financial planner, but everyone needs a check in to ensure they are doing the right things This is why we created our "One Meeting One Plan" service model For those wondering if it's right for you, here is what we it's like & the deliverables 🧵
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treyton.com
treyton.com@treytondotcom·
what a monday 🤯 grateful to be included in the list of Top 100 Financial Advisors in 2022 from @Investopedia the mission of making financial advice & education more accessible continues on 🍞
treyton.com tweet media
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Thomas Kopelman 💵
Thomas Kopelman 💵@TKopelman·
Both the boys from @AllStWealth named as a top 100 advisor? Let’s go! Congrats to everyone on the list
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treyton.com
treyton.com@treytondotcom·
content doesn't create overnight successes as @jspector puts it: "you're not creating content, you're building a content library. each piece is an asset and investment that can create value forever" don't worry about creating more things, focus on creating the *right* things
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Thomas Kopelman 💵
Thomas Kopelman 💵@TKopelman·
Anyone trying to grow through content (I’m talking to you, young advisors. But this applies to any industry) This episode will really help you learn how we’ve built a 6 figure business in 9 months through content And how you can use it to grow you business as well
treyton.com@treytondotcom

content doesn't create overnight successes as @jspector puts it: "you're not creating content, you're building a content library. each piece is an asset and investment that can create value forever" don't worry about creating more things, focus on creating the *right* things

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Caribou
Caribou@caribou_wealth·
“Chadwick Boseman’s estate was worth nearly $4M & his family lost $900k of it...because he didn't have estate planning...” Great blog from @TKopelman of @AllStWealth about the importance of estate planning, a key part of a comprehensive financial plan! bit.ly/3bYnKDz
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AllStreet.
AllStreet.@AllStWealth·
The Ultimate Guide to Understanding Equity Compensation 💰 Includes: • Terms to know • Different types of equity • The tax impact of exercising options • And more Grab your free copy 👇🏼 allstreetwealth.com/equity-compens…
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Coulter Conner
Coulter Conner@CoulterConner·
Friends this is a tremendous opportunity and quite frankly I wish something like this would have been around when I was younger. Trust me I know finances are tight right now especially if earn a modest income. @TKopelman is the real deal. I can't see how this wouldn't help!
Thomas Kopelman 💵@TKopelman

Introducing a new service model at @AllStWealth We know that many people are struggling right now when it comes to their finances They need help, but not many planners offer a route to help people early on We want to help with that (1/5)

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AllStreet. retweetledi
Thomas Kopelman 💵
Thomas Kopelman 💵@TKopelman·
Introducing a new service model at @AllStWealth We know that many people are struggling right now when it comes to their finances They need help, but not many planners offer a route to help people early on We want to help with that (1/5)
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Jaimin Desai
Jaimin Desai@JaiminDesai93·
If you’re looking to work with an advisor or just bounce some ideas, would 1000% talk to the @AllStWealth team. I’ll even have @ReconcileMoney sponsor some of your financial burden if needed!
Thomas Kopelman 💵@TKopelman

Introducing a new service model at @AllStWealth We know that many people are struggling right now when it comes to their finances They need help, but not many planners offer a route to help people early on We want to help with that (1/5)

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