If you're tired of the same old business strategies (that don’t even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo.
Not sure how? You’re in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success.
Listen in as they discuss:
● The danger of not using EOS
● How over tracking marketing analytics can be harmful
● How specializing supercharged their success
● A fresh client acquisition playbook that skips the usual pestering for referrals strategy
Ready to break the mold so you can take your boutique to new heights? This episode has all the insights you need to make it happen.
About Matthew Blocki:
Matthew Blocki is the founder and CEO of Equilibrium Wealth Advisors, an SEC-Registered Investment Advisory Firm. He has a Bachelor of Science in Business Administration with concentrations in Finance and Accounting. He also holds several designations as a financial advisor: CFP® ChFC® and RICP®.
Before founding EWA as an independent RIA, Matthew started off his financial advisor career with a fortune 100 company, where in his 2nd year he achieved several qualifications that put him in the segment of the top 1% of financial advisors in the USA (based on quality and production metrics). He has maintained this every year since
He is a Pittsburgh native, and enjoys spending time and traveling with his daughter, Aurora (who is almost 5), and his girlfriend (Beth). They also have 2 golden retrievers (Sammie and Chloe) and a Frenchie (named Tito).
About Jamison Smith:
Jamison has dual Bachelor of Science degrees in Accountancy and Business Administration with a concentration in Personal Financial Planning. He began in the financial planning industry as a college intern a large broker dealer, where he met Matt, and later joined EWA shortly after the RIA was launched in 2020. Jamison is now a Lead Advisor and Partner at EWA, where he spends much of his time working with some of the firm’s top clients.
After spending 2 years inside of a fortune 100 broker-dealer crafted his belief that there was a lack of training and awareness of sound financial planning and advice in the industry where much of the training offered is product centric. That’s why In 2022, Matt and Jamison founded Wealth Advisor Training, LLC.
Outside of business, Jamison resides in Pittsburgh where he spends much of his free time with his dog Chance, on the golf course, or traveling to new places.
- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
