527 Wealth Advising & Goal Setting w/ Matt Blocki

Going Deep with Aaron Watson

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.

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