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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)
Resources:
More about our guest: https://ewa-llc.com/team_member/matthew-blocki/
Email: travis@travisparry.com
