527 Wealth Advising & Goal Setting w/ Matt Blocki

Matt Blocki is the founder and CEO of Equilibrium Wealth Advisors. Matt is also a co-founder of Wealth Advisor Training, which was founded in 2022 to help provide resources to the top wealth advisors around the country. Wealth Advisor Training gives advisors a comprehensive education platform to give better proactive advice and develop systems to scale their business.   Matt regularly speaks in the financial planning industry, including to top firms Thrivent and Mass Mutual.   In this interview, Matt and Aaron discuss Matt’s career trajectory, how to attract great clients, and their plans for WealthAdvisorTraining.com. Matt Blocki’s Challenge; Rate all facets of your life and do the requisite work to improve the lowest rated pieces.   Connect with Matt Blocki Linkedin Facebook WAT Website   If you liked this interview, check out our conversation with Brent Johnson where we discuss Dollar Milkshake Theory and his early career at Credit Suisse.  Underwritten by Piper Creative Piper Creative makes creating podcasts, vlogs, and videos easy.    How? Click here and Learn more.   We work with Fortune 500s, medium-sized companies, and entrepreneurs.   Follow Piper as we grow YouTube Subscribe on iTunes | Stitcher | Overcast | Spotify