Matt Blocki on Wealth Advising & Goal Setting

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.

0:00 Introduction
0:52 Equilibrium Wealth Advisors
8:19 Starting own firm: Decisions and Challenges
11:39 Good financial advising
19:31 Handing off business to jr advisors
23:20 Wealth advisor training
29:37 What’s it like working with Piper Creative?
39:31 Stay on top
42:34 Personal Challenge