The Advisor Journey
The Advisor Journey
Altruist
Building a $1.2M Profit Practice Through Premium Client Service with Thomas Kopelman
46 minutes Posted May 14, 2025 at 7:00 pm.
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Show notes
In this value-packed episode, Thomas Kopelman returns to share how he's built a thriving advisory practice generating $1.5 million in annual revenue with extraordinary profit margins. Thomas breaks down his business model serving business owners through a high-touch, premium flat-fee approach ranging from $12,000-$18,000 annually. Listeners will discover Thomas's detailed client service approach, including his team structure that maximizes everyone's strengths, his "reverse engineering" proce...