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Advisor Track
How Advisors Can Use Credit Card Points to Travel the World for Free
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Course Instructors
Ben Ruttenberg
Having worked closely with several EWA team members in the past, Ben was swiftly welcomed to EWA at the onset of 2022. He has several years of experience building and implementing individualized financial plans for his clients. He thrives in building meaningful relationships and playing a key role in his clients’ financial journey.
Ben graduated from Ohio State University with a B.A. in Economics. In character with his strong dedication to growth, he has the Certified Financial Planner designation, as well as an Executive Certificate in Financial Planning from Duquesne University.
Ben resides in Pittsburgh and enjoys reading, trying new restaurants, and (over) managing his fantasy football and baseball teams. On a Saturday in the Fall, you might find Ben making a trip to Columbus for an Ohio State football game.
Mia Marmion is an experienced marketing and event planning professional at Valiant 3 Communications and Wealth Advisor Training. She specializes in growth marketing and event planning and execution for numerous clients ranging from professional athletes to corporations.
By focusing on building meaningful relationships with clients and prospective clients, Mia has been able to put her Bachelor’s and Master’s degrees to good use. Mia's passion for networking, execution of marketing campaigns, and special events have made her stand out in her industry.
Matt Blocki
Matt has spent over a decade in financial services and founded Equilibrium Wealth Advisors in 2020 with an eye on building towards $1 billion in AUM. As he has built out his team, he has implemented principles from the EOS model and applied them to his proprietary financial advisory system.
This has translated into his firm building from $550k of revenue in 2017 to $3M in 2021. That 5x growth over 4 years is enabled by the systems outlined in the Wealth Advisor Training courses.
Mia Marmion is an experienced marketing and event planning professional at Valiant 3 Communications and Wealth Advisor Training. She specializes in growth marketing and event planning and execution for numerous clients ranging from professional athletes to corporations.
By focusing on building meaningful relationships with clients and prospective clients, Mia has been able to put her Bachelor’s and Master’s degrees to good use. Mia's passion for networking, execution of marketing campaigns, and special events have made her stand out in her industry.