What You'll Learn In Today's Episode:

• Equitable Presentations: Strive for balanced presentations to give advisors control while leveraging the wholesaler’s expertise.
• Calendar Intentionality: Intentionally manage your calendar for all interactions to provide clarity and efficiency.
• Incremental Improvements: Transitioning practices doesn’t require immediate overhaul; focus on incremental improvements for sustained success.
• Advisor’s Core Role: Advisors excel when they align actions with their vision and effectively communicate complex strategies.
• Intentional Delegation: Empower your team through intentional delegation, which fosters growth and efficiency.

In this episode of Confessions from a Former Wholesaler, Matt is joined by Anthony Zanetti from Mardin Capital Group to share his experience in wholesaling and then transitioning to advisory services. Anthony shares his insights into creating balanced presentations, and the importance of intentional scheduling and the impact it has on client experience.
Anthony also shares his journey of transitioning to a new practice, why he chooses to focus on incremental improvements rather than overwhelming changes, and how being intentional with delegation enhances your practice, your team’s empowerment, and the client experience.

Ideas Worth Sharing:

‘People sometimes only focus on the client part and lose sight of how everyone else is judging their calendar.’ - Anthony Zanetti Share on X
‘The way that you run all aspects of your calendar is how you're going to run your life.’ - Matthew Jarvis Share on X
‘I think at the end of the day, clients appreciate that. They just want to know when you're going to reach out.’ - Anthony Zanetti Share on X

Resources In Today's Episode: