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

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

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