From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story
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.
Information
- Show
- FrequencyUpdated Weekly
- PublishedApril 27, 2023 at 9:00 AM UTC
- Length51 min
- Season1
- Episode210
- RatingClean