527 Wealth Advising & Goal Setting w/ Matt Blocki

<p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;"> </span></p> <p><span style="font-weight: 400;">Matt regularly speaks in the financial planning industry, including to top firms Thrivent and Mass Mutual.</span></p> <p> </p> <p><span style="font-weight: 400;">In this interview, Matt and Aaron discuss Matt’s career trajectory, how to attract great clients, and their plans for WealthAdvisorTraining.com.</span></p> <p><br /> <br /></p> <p><strong><em>Matt Blocki’s Challenge;</em></strong> <span style= "font-weight: 400;">Rate all facets of your life and do the requisite work to improve the lowest rated pieces.</span></p> <p> </p> <h1><span style="font-weight: 400;">Connect with Matt Blocki</span></h1> <p><a href= "https://www.linkedin.com/in/matthewblockicfp"><span style= "font-weight: 400;">Linkedin</span></a></p> <p><a href= "https://www.facebook.com/EquilibriumWealthAdvisors"><span style= "font-weight: 400;">Facebook</span></a></p> <p><a href= "https://www.wealthadvisortraining.com/bundles/wat"><span style= "font-weight: 400;">WAT Website</span></a></p> <p> </p> <p><span style="font-weight: 400;">If you liked this interview, check out</span> <a href= "https://youtu.be/yQ9QePyJAR0"><span style="font-weight: 400;">our conversation with Brent Johnson</span></a> <span style= "font-weight: 400;">where we discuss Dollar Milkshake Theory and his early career at Credit Suisse. </span></p> <p><br /> <br /> <br /> <br /></p> <p><strong><em>Underwritten by Piper Creative</em></strong></p> <p><span style="font-weight: 400;">Piper Creative makes creating podcasts, vlogs, and videos easy. </span></p> <p> </p> <p><span style="font-we