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.