ABOUT THIS PODCAST 🔗
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.
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.
Update frequency:
weekly
Average audio length:
38 minutes
Guest interviews
Has sponsors
English
United States
57 episodes
since Jan. 19, 2023
episodic
LATEST EPISODE 🔗
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 discussi…
SEARCH PAST EPISODES
Search past episodes of Wealth Advisor Training-Path to $1 Billion .
PREVIOUS EPISODES 🔗
Join Matt Blocki and Stephanie Bogden in this week's episode of "Path to 1 Billion" as they dive into the challenges and opportunities that come with scaling a financial advisory firm.
In this unscripted conversation, Matt and Stephanie take a step back and reflect on their journey, sha…
In this episode of FIN-LYT by EWA, Matt Blocki and Stephanie Bogden engage in conversation around the various career paths available to financial advisors.
Are you a financial advisor at a crossroads, pondering your next move? This episode explores the pros and cons of various career options, from …
In this episode of Path to 1 Billion, Matt Blocki and Jamison Smith as they explore investment portfolio performance, the S&P 500, the impact of the "Magnificent Seven" stocks, and the importance of maintaining a long-term perspective in financial planning.
Matt and Jamison discuss t…
In this week’s episode of Path to 1 Billion, Stephanie Bogden and Jamison Smith explore the world of assessments and personality tests. They dive into how these tools can help team members understand one another better and help firms make more informed hiring decisions. They emphasize how these ass…
In this week’s episode of Path to 1 Billion, Matt Blocki and Stephanie Bogden discuss the top ten lessons they learned throughout 2023.
Discover how recognizing your team's capacity and optimizing processes can be instrumental in achieving significant growth. Gain insights into the hiring proces…
This episode of "Path to 1 Billion," Matt Blocki and Jamison Smith, discuss three crucial actions that financial advisors should focus on to kickstart 2024 for their clients and firms.
Topics include carefully constructing a value proposition,
a focus on cybersecurity and the importance…
In this episode of Path to 1 Billion, Stephanie Bogden and Jamison Smith share EWA’s 2024 Firm Initiatives. These 2024 initiatives focus on deepening relationships with clients, digital marketing and presence and overall firm production.
Stephanie and Jamison discuss the strategy to proactively a…
In this episode of Path to 1 Billion Matt Blocki and Jamison Smith discuss the reasons behind offering insurance planning services in their practice. They breakdown two main segments of the business:
1. Big Insurance Broker Dealers: These companies excel
in insurance planning but sometimes blu…
In this week’s episode of Path to 1 Billion Jamison Smith and Stephanie tackle a critical aspect of business growth: issue resolution. Drawing inspiration from the Traction EOS (Entrepreneurial Operating System), they provide a candid look at their unique problem-solving process and share a recent…
Disclaimer: The podcast and artwork embedded on this page are from Wealth Advisor Training, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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