Optimizing Advisor Client Interactions

Matthew Blocki is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania that oversees more than $275 million in assets under management for 330 client households. Today Matthew joins the show to share why he and his firm decided to develop and then implement their pre-, during-, and post-meeting checklists as a way to create a more efficient process and better position themselves as their clients’ personal CFOs offering a more concierge experience. 

Listen in as Matthew shares how he leverages one-to-many recorded videos and online FAQs to increase his communication with existing clients on key issues, what he attributes the 4x growth of his firm to, and why he made the decision to break away from a large insurance company. You will learn why he decided to go the independent RIA route, how he narrowed down the number of clients he had without losing a significant amount of revenue, and how he formulated the client capacity targets for his advisory teams that he set to determine when to hire the next new advisor.  

For show notes and more visit: https://www.kitces.com/308