From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Matt Blocki left the insurance broker dealer world to build independent firm Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.” Hear how he tripled his revenue as a result.

Episode metadata supplied by the publisher feed · Published Apr 27, 2023

Embed this episode

Attribution link and audio player

Ready to play

From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story

0:00 50:48

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Diamond Podcast for Financial Advisors?

This episode is 50 minutes long.

When was this The Diamond Podcast for Financial Advisors episode published?

This episode was published on April 27, 2023.

Can I download this The Diamond Podcast for Financial Advisors episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!