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  • Writer's pictureTravis Parry

Ep 57: Scaling a Purpose-Driven Business with Matthew Blocki




More About This Episode:

In today’s episode, we chat with Matthew Blocki, CFP®, RICP®, and CHFC®. Matthew started his financial planning career as an intern in 2009 and founded Equilibrium Wealth Advisors as an independent RIA in 2020.

Matthew has a team of eight that he has helped grow and shares how that enabled his business to grow as well. Listen and you will learn about team building, training, and scaling a purpose-driven business.

Join us today to learn about these things:

• How he got to where he is from selling life insurance for an internship in college. (1:07)

• How do you keep purpose first in a competitive industry? (6:34)

• What he notices advisors struggle with when it comes to balance. (16:18)

• Here are tips for those who want to scale their business, but don’t feel they are capable. (22:25)



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