Wealth Advisor Training-Path to $1 Billion : Recent Episodes
Wealth Advisor Training
The Path 1 Billion podcast's mission is to help financial advisors with decisions on how to calibrate, adjust, grow, and stay ahead and most importantly avoid decision fatigue. Join Matt Blocki and Team at EWA LLC as they journey to 1B using the EOS System. Matt says “I wish the 1B+ firms today (less than 1% of market!), had documented their journey so I could learn from their valuable perspective. This is why we are documenting our path now. We hope you save time by learning from our mistakes, wins and sharing perspectives into what I believe is the greatest, most fulfilling profession."
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.
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In this episode of Path to 1 Billion, Matt Blocki shares his thoughts on a pivotal topic that's often met with trepidation in the financial advisory world: hiring and compensating a lead advisor. As a firm founder and owner, Matt explains the stigmas and mental roadblocks that can arise when considering this crucial hire. He guides you through the process, breaking down the perceived barriers that might be holding you back and highlighting why embracing this step is not only essential but a strategic move for the sustained growth and longevity of your practice.
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In this episode of "Path to 1 Billion," Matt Blocki sits down for a conversation with RIA founder, Chris Kaminski of Consilio Wealth Advisors, and David Silver of Instrumental Wealth. This episode is a rare collective of three firm owners all aspiring to reach the milestone of 1 billion in Assets Under Management (AUM) quickly. Join Matt and he dives deep into Chris and David’s journey in their own Registered Investment Advisor (RIA) firms, overcoming challenges, celebrating successes, and navigating the intricate landscape of wealth management. Matt, Chris and David all share a passion for delivering unparalleled financial guidance to their clients. Tune in to learn about the pivotal moments that defined their trajectories and the valuable lessons they gained from each experience.
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Join Matt Blocki and Jamison Smith on this week’s episode of Path to 1 Billion as they explain the basics of credit card point programs and how financial advisors can utilize them to travel the world for almost free. They explain strategies, tips, and tricks that can turn credit card rewards into thousands of savings. Discover how to choose the right credit card that aligns with your travel goals. and how to maximize your earnings through strategic spending and leveraging sign-up bonuses.
Learn About Our Favorite Credit Cards Here:
https://milevalue.com/best-credit-cards/?aff=wat
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In this episode of "Path to 1 Billion," Matt Blocki and Stephanie Bogden take a comprehensive look at the progress made year-to-date on EWA's annual initiatives and how the company is positioning itself for success in the remaining months of 2023, and outline how they will reach the 1B goal in 5 years or less. With the spotlight on the three key initiatives of the year, they discuss the headway achieved and the strategies that have propelled the company forward.
2023 initiatives include:
Digital Footprint- EWA’s approach to expanding its online presence, cultivating an engaged social media audience, and enhancing its reach within the industry.
Creating Value for EWA Clients- Processes implemented to not only meet but exceed client expectations and how EWA takes a client-centric approach that fosters relationships and trust.
Increasing Billing to $1 million in a Quarter- Tactical approaches to streamline operations, optimize resource allocation, and maximize revenue generation.
Matt and Stephanie also discuss challenges and the lessons learned along the way. They emphasize the importance of adaptability and resilience as EWA navigates the evolving business landscape.
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Join us for this special episode of "Path to 1 Billion" as Matt Blocki sits down with the incomparable, Ron Carson, Founder of Carson Group and Carson Wealth. An astute business owner with a remarkable career spanning multiple decades, Ron has left a mark on the financial advisory industry. While he has built a firm with assets under management now exceeding $30 billion, this episode is not just about the numbers; it's about the journey, the mindset, and the wisdom gained along the way.
In this exclusive interview, Ron takes us on a deeply personal exploration of his evolution as a thought leader and a visionary in the financial world. He candidly shares never before heard insights and advice learned through his experiences and the lessons he's picked up while building a thriving business from the ground up.
As a financial advisor and business owner, Ron has not only helped clients navigate complex financial landscapes but has also paved the way for others in the industry to find their own paths to success. Ron now finds purpose in being of service to others and creating a business that will continue well past his own lifetime. He opens up about his mindset shifts, personal growth, and the strategies he's employed to create a harmonious life amid the demanding world of entrepreneurship. He shares how he has balanced the pursuit of professional achievement with the importance of family, health, spirituality and personal fulfillment.
Tune in now to gain unparalleled access to the mind of a visionary and wisdom from a master of his craft who has also enriched the lives of countless individuals.
Bio of Ron Caron https://www.carsongroup.com/insights/blog/team-members/ron-carson/
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This episode of Path to 1 Billion shines the spotlight on one of our favorite experts and industry legend, Ron Carson, Founder of Carson Group and Carson Wealth. Matt Blocki and Jamison Smith highlight Ron’s best advice over the years as we preview our exclusive interview airing August 10. There are countless lessons to learn from this leader about building a multibillion-dollar firm, but also about life, happiness, fulfillment and service to others. Join us as we review Ron’s tips we have personally extracted from his life’s work and writing and prepare for never before heard advice next week when Ron’s interview on Path to 1B goes live.
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On this episode of Path to 1 Billion, Matt Blocki shares the lessons he has learned from 7 important mentors throughout his life- some through personal relationship and some from afar. You'll hear how these influential people - through their work, writing, podcasts and publications - have helped shape Matt's life and EWA as a firm. Join us as we explore the idea of mentors inside and outside of our personal circles and discover what kind of impact they can have on our lives and careers.
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In this episode, Matt and Jamison explain the intricacies and special considerations of providing financial advice to physicians. Matt spent more than a decade becoming an expert on the specific financial issues and concerns that affect residents and attending physicians. By laser focusing on this niche, he is now able to provide specific advice on contract negotiation, managing medical school debt and loan forgiveness, protection immense future earning potential and tax-efficient retirement planning all while creating effective budgets that fit a physician’s lifestyle. In addition to the traditional financial planning topics, Matt and Jamison share their tips for navigating these conversations, providing invaluable education and positioning your firm as the go to for all financial advice.
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Compliance is a crucial aspect of the financial industry, and RIAs face a unique set of challenges in ensuring adherence to regulatory standards. Stephanie Bogden sits down with Compliance Consultant, Dan Rome, to tackle these concerns head-on,exploring various topics that are essential for RIAs to navigate successfully. Through practical examples, they shed light on compliance best practices,potential pitfalls, and proactive strategies to safeguard both your firm and its clients.
From the complexities of regulatory frameworks to the ever-evolving landscape of compliance requirements, Stephanie and Dan discuss key areas such as record-keeping, risk assessment, privacy and electronic communications. This podcast provides actionable steps that RIAs can implement to mitigate compliance risks and build a robust compliance program.
Dan Rome's wealth of experience as a compliance consultant provides valuable insights into industry trends and regulatory expectations. His partnership empowers RIAs with the knowledge and tools needed to navigate compliance challenges confidently.
Bio of Daniel C. Rome, J.D.
I am an attorney with over twenty-five years of practical experience in Securities Compliance, Marketing, Policy and Procedures as well as Risk Management. I have provided services to a variety of financial industries, including: Mutual Fund Companies, Insurance Agencies, Broker/Dealers, Investment Advisors, and Market Makers. I am experienced in communicating and creating an understanding of complex compliance issues to Corporate Principals and Individual Clients.
I am a Certified Six-Sigma Green Belt with DFSS, a past member of the AML Strategic Leadership Group, and a registered FINRA Arbitrator – A56372. I previously held the following FINRA licenses: Series 7 – General Representative, Series 24 – General Securities Principal, Series 66 - Uniform Combined State Law Examination, Series 55 - Equity Trader, Series 79 - Investment Banking. I have an active license to practice law in Pennsylvania - 88707.
Connect with Dan Rome at:
https://www.linkedin.com/in/danielrome/
daniel.rome@dcrconsultingservicesllc.com (980) 213-5481
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In today's episode, Stephanie Bogden and Jamison Smith, reveal EWA's goals for Quarter 2 of 2023. Just like in quarters past, the team at EWA identifies three key goals for each team member, referred to as "rocks," to drive their progress and success. They share their insights on the importance of setting measurable and ambitious targets, as well as how these quarterly objectives align with EWA's long-term vision, annual initiatives and overall business strategy.
This episode will serve as inspiration for setting and achieving your own goals in 3rd Quarter 2023. Whether you are an advisor or a firm owner, you will save hours of your valuable time replicating these targeted activities in your business.
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In today's fast-paced business environment, advisors and leaders often find themselves overwhelmed with an ever-expanding list of responsibilities. How can you navigate this landscape and ensure that your limited time and energy are directed toward the most impactful tasks? Whether you're an advisor or a leader seeking to scale your business, this episode offers practical tips and real-life examples that will streamline the way you spend your days.
Stephanie Bogden and Jamison Smith explore effective and optimal time management for leaders, advisors and their teams. Listen in for our list of Do’s and Don’ts which will help you concentrate your efforts on the right areas and achieve remarkable growth and scale through efficient delegation.
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In this podcast, Jamison Smith sits down with Charlie Brown, Founder of Marathon Financial Group in Boston, to discuss how he has changed his mindset and his business operations by utilizing the Wealth Advisor Training resources and systems. After sunscribing to WAT and making criticial shifts, Charlie was able to excel again despite contemplating leaving the industry altogether a few years back. Listen in as they highlight the importance of being open to change and coaching and how beneficial the WAT systems have been for Charlie's business. Tune in to hear Charlie's inspiring true story of how he got himself and his practice back on track for success!
Bio of Charlie Brown
Charlie is the founding advisor of Marathon Financial Group, based in Boston, MA. Marathon currently manages ~$150 MM for ~70 families, with a majority being physicians and pharma/biotech scientists and executives. Charlie spent the first decade of his career in the insurance company broker dealer ecosystem, with Northwestern Mutual then MetLife Premier Client Group which was ultimately acquired by MassMutual.
While Charlie is grateful for the business development training he received in these places, he never felt quite ‘at home’ and realized he needed to rid himself of the ‘background noise’ in these sales cultures and find greater freedom to deliver a totally client-focused service with a truly competitive value proposition, in a rapidly evolving industry.
By 2020, especially with the onset of the pandemic, Charlie was burnt out and decided he was either going to make a radical change or leave the financial advisory business entirely and apply his entrepreneurial spirit to something else. He had already spent years interviewing other ‘independent’ broker/dealer firms and wasn’t hearing any compelling differences that might help him regain conviction and the feeling of being truly purposeful in his work.
Charlie partnered with NewEdge in August of 2021, and despite an ‘imperfect’ transition, Marathon is now on track to double in size within 2 years. The ‘new world’ has been a huge breath of fresh air, allowing Charlie and Marathon to both market and deliver their services much more freely and authentically.
The Marathon team has set a goal to double in the next 2 years, and Charlie and COO Jake Foley have been relying on EWA/WAT’s roadmap almost entirely. After years of trying different approaches with financial planning support, with the help of WAT, Charlie has finally recognized that the only way to continue to grow and scale is by hiring a lead advisor to service clients and manage relationships. The firm is making good progress in vetting candidates and will likely make a hire within the next month. Between the move to the RIA space and discovering Jamison and Matt’s platform and resources, Charlie and the Marathon team have been able to clearly identify a roadmap to sustainable growth. And of equal importance, Charlie is feeling reinvigorated and purposeful once again.
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Are you a financial advisor looking to maximize your productivity? In this episode, Matt Blocki shares 11 of his personal "hacks" that have helped him stay laser-focused on success throughout his career. Whether you are new to the industry or a seasoned advisor, this episode will give you the tools you need to be more efficient and effective, giving you back hours in your work week. Implement these incredible tips and spend more time on the revenue generating activities that will contribute to your firm's growth.
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Matt and Jamison talk candidly about their limiting beliefs early in their careers that hold most advisors back. Tune into this week's episode of Path to 1 Billion and see if you are experiencing these same stumbling blocks. More importantly, listen to how they overcame the typical advisor "head trash”, and what they do in practice to stay ahead!
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Matt Blocki and sits down with the Head of Carson Wealth, Jamie Hopkins, to discuss the secrets behind their success. Jamie dives into his mindset, habits, and business acumen. Learn how each of these components work together to create an atmosphere of excellence at Carson Wealth, while gaining insight into the principles Jamie employs to live life by design and lead his team to new heights. Get an inside look at what it takes to build an incredibly successful organization with sustained business growth.
Tune in now and get ready to take your financial advisory practice and life to the next level!
Bio of Jamie Hopkins
Jamie Hopkins, ESQ., MBA, CFP®, LLM, managing partner of wealth solutions for Carson Group. Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business and is President of FinServ Foundation. As a nationally recognized writer and researcher, Jamie is a regular contributor to Forbes and Kiplinger. Jamie is a highly sought-after speaker in the financial services industry and has been featured in The Wall Street Journal, Barron’s, CNBC, and U.S. News & World Report. He’s also made multiple appearances on Yahoo! Finance and NBC10 Philadelphia and is host of the award-winning Framework Podcast. Jamie’s most recent book, “Find Your Freedom: Financial Planning for a Life on Purpose” is a Wall Street Journal bestseller. His first book, “Rewirement: Rewiring The Way YouThink About Retirement,” has been listed as one of the leading books on retirement planning and is an Amazon best seller. Jamie was named RIA Thought Leader of The Year by WealthManagement.com and was recognized by Think Advisor as one of the top 25 leaders in financial services in 2021. He was also featured by Investment News as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow. Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the retirement income program and served as the director of the New York Life Center for Retirement Income. Jamie received his Bachelor of Arts degree in political science at Davidson College in North Carolina. He attended Villanova School of Law, where he earned his Juris Doctor degree and graduated with honors. He received his Master of Business Administration degree from Villanova University Business School. Jamie also holds his LLM from Temple University and four financial planning designations, the CFP®, CLU®, the ChFC®, and the RICP®, and sits on ReverseVision’s Board of Directors. He co-created the Retirement Income Certified Professional®(RICP®) designation, which has had over 20,000 graduates since its inception in 2012, and over 6,000 financial advisors currently enrolled in the program. In 2020, Jamie co-founded the FinServ Foundation and currently serves on the board of directors as the organization’s president. Jamie also sits on the Advisory Board of IncomeLab and was a Board of Trustee Member for NAIFA from 2022-2023
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In this week’s episode, CEO, Matt Blocki, and COO, Stephanie Bogden, explore the challenging process of modern business when it comes to attracting, recruiting, and keeping top talent. They dive deep into the strategies, techniques, and best practices that can empower you to secure and retain the best professionals in your industry. They provide their practical tips and cover a wide range of topics, including crafting compelling job descriptions, building effective onboarding systems, and compensation strategies to retain key personnel. If you are a firm owner, you don’t want to miss this discussion!
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On this episode of the CEO, Matt Blocki, and, COO,Stephanie Bogden discuss why having proven processes in their business is essential for growth and scale. As they share their experiences developing systems that improve and increase efficiency, they explain why investing in well-defined processes helps businesses stay lean while growing fast. From hiring to operations, customer service and more, Matt and Stephanie provide real world examples of what works - and doesn't work - when it comes to creating a successful business structure. Tune in for the tips and tricks that will help you create the efficiency necessary for scaling your business with maximum success.
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In this episode, Andy Schwartz, Principal of Bleakley Financial Group, and CEO, Matt Blocki, dive into why revenue solves all of your problems as a business owner. They discuss crucial processes and lessons learned while managing $1.5 billion in AUM at a 70% profit margin. Andy shares his mindset of gratitude for the clients that have trusted him to manage their money and their financial futures.
This is an inspiring episode that will have you thinking about how you manage your own revenue and firm finances. Tune in to learn more from Andy about what it takes to run an $11 Million revenue practice!
Bio of Andy Schwartz
Andy Schwartz is Co-Founder and Principal of Bleakley Financial Group. For over 30 years, people have been able to rely on Andy to provide them with access to a wide variety of services to help them pursue financial confidence. Andy has a talented team of dedicated professionals who are backed by the broader resources at Bleakley. “We are committed to helping our clients achieve their financial planning goals by assisting in identifying their objectives, measuring their resources, and educating them while offering potential strategies and monitoring their progress.” Andy Schwartz has been a member of the board of trustees of New Jersey SEEDS for over 20 years – an organization that changes the lives of motivated, high achieving students from low-income families by transforming their educational opportunities. In his spare time, Andy enjoys golf, reading, and spending time with his family.
Industry Recognition
Barron’s Top 100 Independent Advisors 2020 – 2022 & Barron's Top 1200 Financial Advisors 2018 - 2023
Forbes Top 250 Wealth Advisors 2018 & 2020 & Forbes Best-in-State Wealth Advisors 2018 - 2022
Financial Times Top 400 Financial Advisors 2018 - 2021
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Are you asking the right questions in your prospect meetings? How do you extract the most meaningful information in the short time you have? Lead Advisor, Jamison Smith, and Wealth Advisor, Ben Ruttenberg, break down the art of fact finding and share the top 5 questions they ask to get the most out of their meetings.
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Are you considering becoming an RIA? On the fence? Made the decision but want to know the next steps? Look no further as CEO, Matt Blocki, and COO, Stephanie Bogden, break down the decision making process, outline important factors that you should consider and highlight the systems and partners that are key to a successful transition.
Now it's our turn! CEO, Matt Blocki, speaks with industry thought leader, Michael Kitces, on this episode. Listen as Matt gets Michael's take on the Path to $1 Billion. What is it about the $1 Billion AUM water mark that drives advisors? Michael gives his thoughts on this question and so much more!
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Why should you invest time and effort in establishing a digital presence and strong onlilne brand? If you don't, someone else will! CEO Matt Blocki and COO Stephanie Bogden give you the top 10 reasons digital footprint needs to be a focus for your firm- NOW.
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Have you and your team set your quarter 2 rocks yet? If not, it's not too late to get the new quarter started off on the right foot!
Join COO, Stephanie Bogden, and Lead Advisor, Jamison Smith, as they reveal EWA's quarter 2 rocks for all of their team members. Listen in and gain visibility into the goal setting process, learn how each goal contributes to EWA's annual initiatives and why they are so crucial to the firm's success and growth in 2023. Save yourself hours of time by replicating our goals for your team!
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After thousands of hours of coaching, research, reading books and listening to podcasts to increase knowledge and productivity, CEO, Matt Blocki, and Lead Advisor, Jamison Smith, reveal their top 10 takeaways that have contributed to their immense success. Listen to this episode and save yourself hours of searching for ways to level up your life and your business!
Did you know that only 3% of advisors who enter the field make it long term? CEO Matt Blocki is among this small percentage of success stories and now he shares his top 13 tips for advisors. Listen, implement and we guarantee you will join him!
10 years ago, Matt set a goal to be at $50M of AUM. Fast forward 10 years later, and EWA is now over $300M (6x above original goal!) with 1B in sight in 5 years. One word discussed in this episode gets all the credit for the rapid growth.
CEO, Matt Blocki, and COO, Stephanie Bogden, discuss the importance of VISION. What are EWA's 1, 3 and 10 year visions? Listen to this episode and find out!
What does it take to build a multibillion dollar RIA? How do you grow from an entreprenuerial firm to a nationally recognized organization? Why is mindset so important to success in the financial field?
Join Matt Blocki and long time mentor and insipiration, David Root, founder and CEO of DBR and Co. , as they discuss the keys to building an incredible successful business.
Get a behind the scenes review as COO, Stephanie Bogden, sits down with EWA's Lead Advisor, Jamison Smith, to recap 2022 and look ahead to 2023. What factors contributed to EWA's success and rapid growth in his role? Tune in to hear the unique perspective of a successful lead advisor in our fast growing firm.
How do you measure progress towards your annual goals as a firm? Determining what to track can singlehandedly make or break your firm's goals, culture, and success. Building on episodes 1 and 2, CEO, Matt Blocki, and COO, Stephanie Bogden, break down EWA's 2023 metrics and the firm scorecard. They discuss why each metric is important to tracking the firm's direction and progress toward annual goals and overall firm vision.
How did EWA add $10M in just one week? Matt Blocki and Jamison Smith break down how EWA gathered $10 M of new assets in pursuit of their $100M new AUM Goal in 2022
Join Matt and Stephanie as they answer the top questions submitted by current subscribers. What are the hot topics for Wealth Advisor Training subscribers? Tune in to learn what our advisors and firm owners really want to know!
Learn the ins and outs of an effective weekly team meeting from CEO, Matt Blocki, and COO, Stephanie Bogden. They discuss how to structure and run a weekly meeting that will allow you to track your team's progress toward your quarterly and annual goals. Keeping your team accountable to their goals, identifying issues and discussion topics and gaining a temperature check on capacity it critical to staying on track and knowing when it's time to pivot and recalibrate your business.
CEO, Matt Blocki and COO, Stephanie Bogden take a deeper dive into the EOS system and discuss goals for 1st Quarter 2023. How were these goals set? Why are they important? How do they support 2023 initatives? Join them as they discuss the thought process behind EWA's 2023 goals.
CEO, Matt Blocki, and COO, Stephanie Bogden discuss EWA's 2022 firm initiatives, what worked, what didn't, and what they are targeting for 2023. Learn how these initatives were created and why they are so crucial to the firm's success. In this inagural episode, Matt shares why using EOS (Entreprenuerial Operating System) has been the critical for EWA and will continue to be the primary method used to track progress towards their 1, 3, 5 and 10 years goals.