Wealth Advisor Training

In today's landmark 'Path to 1 Billion' episode, hosts Matt Blocki, Stephanie Bogden, and Jamison Smith celebrate growing from $120M to $400M in AUM in 3.5 years.

They announce the podcast's transition to an exclusive, subscriber-only format to focus on internal growth at EWA and provide deep insights into wealth management practices for current subscribers.

Join them as they embark on a new phase of their journey, inviting listeners into an insider community for unparalleled access to wealth-building strategies and educational content. This is a farewell to the public format, and a step toward the future of EWA's Path to $1 Billion.

Listen to this pivotal episode here:

YouTube: https://loom.ly/1rPoKD0

Spotify: https://loom.ly/UN7ei00

Apple: https://loom.ly/fDrlA4E

In this episode of "Path to 1 Billion," Matt Blocki and Stephanie Bogden explore the nuances of expanding a financial advisory firm.

They share personal experiences and strategies on attracting high-net-worth clients, developing sophisticated financial options, and calibrating team capacity.

The conversation covers the importance of brand protection, culture building, and the benefits of continuous learning within their team. They delve into the decision-making process between hiring experienced professionals versus training new talent, emphasizing a growth-oriented mindset.

Listen in for insights on navigating the challenges of scaling a business, managing success stress, and establishing a solid foundation for a successful financial advisory practice.

Link to the full episode here:
YouTube: https://loom.ly/1rPoKD0
Spotify: https://loom.ly/UN7ei00
Apple: https://loom.ly/fDrlA4E

Join hosts Matthew Blocki and Stephanie Bogden as they unravel the complexities of scaling a financial advisory firm in tomorrow's Path to 1 Billion episode.

In an open and honest conversation, they'll share their journey, strategies for attracting high-net-worth clients, and the importance of building a strong team culture.

Don't miss their insights on balancing growth, protecting your brand, and the value of continuous learning. Tune in for an invaluable look into growing a financial advisory practice.

Embrace challenges, for it's the difficult roads that lead to the most beautiful destinations.

Taking risks and navigating challenges are not obstacles but catalysts for growth.

The journey may be tough, but the destination is worth every step! 🌟

In this Path to 1 Billion episode, Matt Blocki and Stephanie Bogden discuss diverse career paths for financial advisors.

They explore options like staying at a broker-dealer, joining a conglomerate, tuck-in practices, or starting an RIA. The conversation covers crucial factors—flexibility, economic advantages, and business development—and underscores aligning values with chosen paths.

Emphasizing self-awareness and due diligence, they caution against solely finance-driven decisions. Matt details the investment for starting an RIA and stresses building a strong foundation.

The episode concludes with insights from growing EWA from $120 million to $400 million AUM in 3.5 years, providing valuable guidance for navigating today's financial advisory landscape.

Link to the full episode here:
YouTube: https://loom.ly/1rPoKD0
Spotify: https://loom.ly/UN7ei00
Apple: https://loom.ly/fDrlA4E

Tune in to tomorrows episode on Path to 1 Billion, as Matthew Blocki and Stephanie Bogden explore diverse career paths for financial advisors.

From staying with a broker-dealer to starting an RIA firm, they discuss pros, cons, and key factors like flexibility and business development opportunities.

The hosts emphasize aligning personal values with career choices and caution against solely chasing financial incentives.

Matt shares insights on starting an RIA, stressing the need for a strong foundation. The episode concludes with EWA's journey, growing from $120 million to $400 million in AUM in just three and a half years.

Tune in for expert advice on navigating financial advisor career paths.

Success is the culmination of relentless effort and unwavering determination.

Without the foundation of hard work, the summit of success remains elusive.

Embrace the grind, for it is the essential path to realizing your dreams.

In this episode of Path to 1 Billion, hosts Matt Blocki and Jamison Smith delve into investment portfolio performance, spotlighting the dominance of seven key stocks in the S&P 500—Microsoft, Tesla, Apple, Nvidia, Amazon, Alphabet, and Meta.

They caution against the misconception that these stellar performers represent the entire market, emphasizing the importance of a long-term perspective in financial planning.

The discussion emphasizes educating clients on the purpose of investments, beyond short-term gains, and addresses strategies for effective communication, active listening, and aligning expectations with investment philosophies.

Link to the full episode here:
YouTube: https://loom.ly/1rPoKD0
Spotify: https://loom.ly/UN7ei00
Apple: https://loom.ly/fDrlA4E

Uncover the intricacies of investment portfolio performance with Matt Blocki and Jamison Smith on tomorrow's Path to 1 Billion episode.

Learn about the dominance of key S&P 500 stocks and why a long-term perspective is crucial. Gain insights into educating clients, effective communication, and aligning expectations with investment goals.

Don't miss this episode for valuable financial wisdom!

Embrace the journey and never forget your origin.

In every challenge, remember why you started, for therein lies the source of your strength and determination.

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 assessments help individuals and teams identify strengths, weaknesses, and job fit. They highlight the versatility of different assessments, making it clear that each tool has its unique strengths and applications within an organization.

Stephanie and Jamison discuss the well-known Kolbe analysis and the Enneagram and also, describe a newer and lesser-known tool, Principles by Ray Dalio.

They also deep dive into the Culture Index and explain how it helps individuals understand their natural personality traits and how they adapt those traits in their work environment.

Each of these tools can be beneficial for team dynamics and matching individuals with roles that suit their strengths. They emphasize the importance of aligning one's natural tendencies with their job role for better productivity and job satisfaction.

If you're interested in learning about how assessments and personality tests could improve your team culture, performance and enhance your hiring process, don't miss this episode of Path to 1 Billion.

Link to the full episode here:
YouTube: https://loom.ly/1rPoKD0
Spotify: https://loom.ly/UN7ei00
Apple: https://loom.ly/fDrlA4E

Get ready to dive into the world of assessments and personality tests on tomorrow's episode of Path to 1 Billion!

Join us as we unpack the secrets to building better teams and making smarter hiring decisions.

Don't miss out on the key insights that will shape the path to success!

Embrace failure as the driving force behind success.

Each setback is a stepping stone, teaching resilience and refining your path.

In the journey to success, failure isn't the end—it's the fuel that propels us forward.

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 process, and why it's crucial for candidates to align with your firm's culture and values. Explore the significance of evaluating revenue per team member, learn why outsourcing certain functions of your business can enhance cost-effectiveness and efficiency and discover how a few critical decisions each year can greatly impact your firm.

Matt and Stephanie also discuss the importance of being adaptable and open to pivoting, having tough conversations to address issues promptly, allocating dedicated time for strategic thinking and trusting your gut instincts. Above all, they emphasize being mindful of biases, and embracing humility, authenticity, and genuineness as pillars of a strong business culture.

Link to the full episode here:
YouTube: https://loom.ly/1rPoKD0
Spotify: https://loom.ly/UN7ei00
Apple: https://loom.ly/fDrlA4E

Embark on the journey of possibilities!

The first leap of action is the key to unlocking new horizons and realizing your aspirations.

Embrace the power of beginnings and watch how each step transforms potential into progress.

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 of being proactive as advisors. Without a clear value proposition, clients may view an advisor as no different from ordinary investment managers, especially with the availability of robo-advisors online.

With the growing threat of cybercrimes and identity theft, advisors must guide their clients on how to secure their financial assets. Taking a proactive approach helps eliminate distractions and allows advisors to be in control, guiding clients towards success.

To deepen the client-advisor relationship, Matt and Jamison discuss a new process asking clients three essential questions during reviews encourage meaningful conversations and help advisors gain a deeper understanding of their clients' financial and emotional needs.

Tune in to learn more about how financial advisors can foster trust, enhance client satisfaction, and ultimately grow their businesses and take important steps in the journey to becoming the best financial advisors they can be in 2024.

Link to the full episode here:
YouTube: https://loom.ly/1rPoKD0
Spotify: https://loom.ly/UN7ei00
Apple: https://loom.ly/fDrlA4E

Unlock the power of professional networking!

Elevate your LinkedIn game with our FREE sample resource.

Download our comprehensive LinkedIn Guide from our website today and take the first step towards maximizing your online presence and career potential.

Download here: https://loom.ly/Q8fZGdc

Navigating the timeline: A visual dilemma of choosing between the impact of days or the significance of decades.

The choice we make echoes through the fleeting moments or resonates across the ages.

Which choice are you making in the New Year?

In this episode of Path to 1 Billion, Stephanie Bogden and Jamison Smith share EWA’s 2024 Firm Initiatives. Their 2024 initiatives focus on deepening relationships with clients, digital marketing and presence and overall firm production.

Stephanie and Jamison discuss their strategy to proactively address clients' financial concerns and provide them with peace of mind while becoming their go-to advisor for all decisions. They unveil three crucial questions they plan to ask clients during meetings and details of a revamped gifting program.

They emphasize the critical importance of having a strong online presence for financial advisors in today's digital age. They discuss SEO and how potential clients often research professionals online before making contact, highlighting the necessity of maintaining an up-to-date, informative, and engaging digital presence.

Lastly, they share goals for growing and maintaining a healthy bottom line through strong production and revenue generation. Join them and gain insights into the initiatives and scorecard designed to drive the success and growth of their financial advisory firm in 2024.

Link to the full episode here:
YouTube: https://loom.ly/1rPoKD0
Spotify: https://loom.ly/UN7ei00
Apple: https://loom.ly/fDrlA4E

Introducing our Wealth Advisor Training Course on Budgeting and Cash Flow Management!

Master the art of effective budgeting and cash flow strategies with our comprehensive course.

From creating personalized budgets to optimizing cash flow for clients, this training equips wealth advisors with the skills to drive financial success.

Enroll now and redefine your expertise: https://loom.ly/FcZHZOw

In this episode of Path to 1 Billion Matthew Blocki, CFP® ChFC® RICP® and Jamison Smith discuss the reasons behind offering insurance planning services as a complementing business to EWA.

Matt and Jamison explain why EWA offers insurance planning services in their firm through a separate business channel. They believe insurance is a fundamental component of any financial plan, especially for families with young children. It serves as a foundation to protect against unexpected events.

They believe offering a one-stop-shop for clients is essential, particularly for busy professionals who don't have the time to meet with multiple advisors. They aim to handle all aspects of their clients' financial affairs in-house, including insurance.

Matt and Jamison also touch on the legal and structural aspects of their business. They discuss why Matt has set up two separate businesses: one for investment advisory (RIA) and another for insurance planning.

The conversation highlights the commitment to providing comprehensive financial services, including insurance planning, within their advisory practice while maintaining transparency and independence.

Link to the full episode here:
YouTube: https://loom.ly/1rPoKD0
Spotify: https://loom.ly/UN7ei00
Apple: https://loom.ly/fDrlA4E

Invest in what's truly yours—your mindset, character, personality, transparency.

These are assets that no one can take away.

By building from within, you create a resilient foundation that withstands life's challenges.

Join our Wealth Advisor Training Course, where we unveil insider strategies and proven techniques for closing new business deals.

From effective client engagement to mastering the art of relationship-building, this course is your gateway to success in the competitive world of wealth advising.

Seize the opportunity to refine your approach and transform leads into lasting relationships.

Sign up now https://loom.ly/Q8fZGdc!

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 real-life challenge faced by their team.

While many tend to only celebrate business success, this episode discusses the hurdles and roadblocks every business encounters. Stephanie and Jamison discuss the intricacies of adding 401K plans to their service offerings and the decision-making process behind it.

They explore when to say yes to new opportunities and when to decline them, all while ensuring alignment with their clients' best interests. Throughout the episode, the power of the IDS (Identify, Discuss, Solve) framework from Traction EOS is highlighted, demonstrating how it can be applied to solve complex business problems.

Whether you're a business owner, leader, or aspiring entrepreneur, tune in for this candid and educational exploration of issue resolution on the Path to 1 Billion.

Link to the full episode below!