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Matthew Blocki
Business PlanningMichael Kitces’ #FASuccess Podcast: How Matthew Blocki Transitioned from Insurance to Financial PlanningMichael Kitces’ #FASuccess Podcast: How Matthew Blocki Transitioned from Insurance to Financial Planning
Matthew Blocki tells Michael Kitces how he transitioned his practice from more than 100 transactional insurance clients a year to focusing now on his 15 affluent clients.
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