1 episode

How do advisory firms grow to 1 B in AUM? How do you create a niche, forge ahead of the competition & gather assets in all markets? What does an elite team look like? What core processes define success? How does mindset affect growth?
Gain insider access to EWA’s journey to this critical point in the life cycle of an RIA. CEO Matt Blocki had incredible success early on, left his B/D & founded EWA, a firm with a 35% CAGR for 4+ years. He wishes today's 1 B firms had documented their journeys so we could have learned from their valuable perspectives.
This is the mission of Path to 1 Billion.

Wealth Advisor Training-Path to $1 Billion Wealth Advisor Training

- Business
- 5.0 • 19 Ratings

- FEB 15, 2024
The Next Chapter in EWA’s Journey to $1 Billion

The Next Chapter in EWA’s Journey to $1 Billion

In this pivotal episode of "Path to 1 Billion," hosts Matt Blocki, Stephanie Bogden, and Jamison Smith gather to reflect on their monumental journey from managing $120 million to crossing the $400 million mark in assets under management in just three and a half years. Amidst this discussion, an important announcement is made: the decision to pivot the podcast from a public platform to an exclusive, subscriber-only format.

This strategic shift is driven by the need to concentrate on the rapid growth and complex decision-making processes within EWA. The team emphasizes the value of focusing on internal content and educational resources designed to simplify the complex for their subscribers, ensuring they remain at the forefront of wealth management practices. They share their reflections on the journey so far, the challenges of balancing content creation, and the future direction of their content strategy aimed at refining their approach for internal growth and subscriber value.

Listeners have the opportunity to join the exclusive insider community, where they will continue to have access to invaluable resources, including systems, educational videos, and insights into strategic decisions that are shaping the path to $1 billion in the next 3-4 years.

This is a farewell to the public podcast format, as EWA embarks on the next phase on the Path to $1 Billion.

Resources:https://wealthadvisortraining.com/
- 7 min

5.0 out of 5

19 Ratings

Gideon Drucker

This is an exceptional podcast…both for people already navigating the complexities of running an independent financial planning firm (like I am) or someone curious of going down that path.

Matt and Stephanie give specific, tactical advice…they really are open about what works for their firm, what doesn’t, and how you can learn from both to get better at what you do..

This is one of the first podcasts I sent people looking to become a student of our business. Can’t recommend it highly enough.

A revolution in Wealth Management

There’s a revolution happening in wealth management. It’s being led by independent firms that aren’t beholden to some corporate giant with immense entrenched interests and conflicts. These folks are part of that revolution!

This podcast provides clear advice about the many topicsthat will come up when you start your own financial advisory firm. Since I started my own independent journey, three years ago, it is become essential listening.