Matthew Blocki
CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania. His firm oversees more than $275 million in assets under management for 330 client households.
Best podcasts with Matthew Blocki
Ranked by the Snipd community
27 snips
Nov 22, 2022 • 1h 25min
Ep 308: Accelerating Growth From Referrals By Building Checklists For Every Meeting Detail With Matthew Blocki
Matthew Blocki, CEO of Equilibrium Wealth Advisors, shares insights on transforming client interactions through structured checklists. He discusses his shift from a corporate insurance environment to an independent advisory model, focusing on client relationships and personalized service. Blocki emphasizes the importance of effective communication, including recorded videos and post-meeting summaries, to enhance client engagement and drive growth. He reflects on the strategies that led to his firm's remarkable expansion and the significance of maintaining a high-value client base.
Mar 20, 2024 • 60min
33: New School Marketing Strategies Power a $420 Million RIA Led by Matt Blocki and Jamison Wealth, Partners of EWA | How Content Marketing Can Grow a Boutique | Why Specialization Creates More Opportunity (Not Less)
Discover how Equilibrium Wealth Advisors achieved $420 million AUM by using non-traditional marketing strategies like specializing, rebel playbook for success, and fresh client acquisition tactics. Learn about Matt Blocki's journey from finance to founding EWA, workplace challenges in the financial sector, and the evolution of wealth advisor training. Dive into the transition to business ownership, finding inspiration in personal happy places, and reflections on dream professions and legacy in the industry.
