April 27, 2023
From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story
The Diamond Podcast for Financial AdvisorsAbout this episode
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.