Bigger Picture

RLS Wealth Is Growing

You might recall a blog post where I described slowing down the growth of RLS Wealth, and taking on just a few new clients a year in order to spend time helping other financial advisors through The AGC™and through individual consulting—helping advisors develop their content marketing strategy, tell their story, and ultimately build their company and personal brand to grow and help more families. I had the game plan figured out. It would be Darlene and I at RLS Wealth, our current clients, and my future growth would be other financial advisors. It was to be a perfect balance.

And then I was introduced to Thomas Kopelman…shout out to Russ Ford for the intro.

We first met at a local XY Planning Network Meet Up and began discussing Thomas’s situation at the time. We discussed his desire to find a company that better aligned with his values. He wanted to work at a company that would lead with financial planning (he even mentioned his interest in the life planning process), help him grow, allow him to create content, and provide a mentor to help him navigate his journey as a financial advisor.

He blatantly told me he’d love to join me at RLS Wealth.

I initially dodged his comment about joining me because I was focused of my new focus—bringing on another financial advisor was not a part of that plan. In fact, it would complicate the plan. We continued to talk and discussed his basketball career, how close he is to his family, his passion for nutrition and wellness, and then back to his desire to join me…

I’m the type who is always open to “signs” from above. I don’t necessarily go through life looking for signs, but when they show up I pay attention. And there is no doubt the intro to Thomas and our conversation was a sign…why else would I have met him shortly after sharing with my clients and publicly my plan for the future?

Long story, short…I thought hard about my goals and how having Thomas join Darlene and me could help me pursue my new plan more efficiently, continue to grow RLS and help more families, and strengthen RLS Wealth—another set of eyes on clients’ plans, another perspective for planning recommendations, a succession plan, and the ability to improve the overall client experience. Plus, the content creator in me would now have someone to collaborate with on a regular basis to deliver our message.

It was a win-win-win.

Thomas was supposed to join RLS Wealth in April, but then COVID. We delayed our plans a couple of months to make sure the doomsday scenario we were all looking at in March wasn’t going to play out. In hindsight, it was actually a blessing in disguise because it gave me extra time to work on a plan for rebranding RLS Wealth, which will be unveiled before too long. I can’t wait! We will be launching a new website, a new logo, and a clear message of who are the clients we work with. Stay tuned…

So, allow me to finally introduce you to Thomas Kopelman. Naturally, we launched a blog for him, The Long Game, which you should plan on following. And don’t worry, that will be the last time you see him with a suit on. I’m more excited about the future of RLS Wealth than I have ever been. I’ve somehow managed to surround myself with an All-Star team, which I definitely don’t take for granted.

Head over to The Long Game to hear from Thomas and learn a little more about his story!

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.