What You'll Learn In Today's Episode:

• Advisors should demand more from their wholesalers and expect them to provide support and guidance.
• Having intentionality in an advisor’s day and a structured schedule can lead to increased productivity and success.
• Building strong relationships with wholesalers and other industry professionals can have a significant impact on an advisor’s career. 
• Many advisors are complacent and not actively seeking to grow their practices despite having a large client base.
• Advisors should take action, seek knowledge from successful individuals, and continuously improve their practices.

In this conversation, Matthew Jarvis and Matt Delzingaro, from Coffee with Delzi and Brighthouse Financial challenge conventional wisdom and urge advisors to rethink their relationships with wholesalers and demand more than just product information. They shine a light on the often-overlooked power of intentionality, revealing how a well-structured day can significantly boost productivity and practice growth.

Matt and Delzi don’t shy away from addressing the elephant in the room: complacency. They explore how even advisors with large client bases might be missing opportunities for growth.