The Perfect RIA
From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
Oct 7, 2024
Matthew Delzingaro, a seasoned wholesaler with Brighthouse Financial, joins the conversation to shake up common practices in financial advising. He emphasizes the importance of intentionality in daily activities for boosting productivity and growth. Delzi calls out complacency among advisors, urging them to seek more from their relationships with wholesalers. The duo shares strategies for maximizing efficiency, such as the '95-50 rule' and leveraging technology in client management. They also highlight the significance of mentorship and stress testing in enhancing client relationships.
29:08
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Matthew Delzingaro emphasizes the importance of engaging with wholesalers as partners to enhance practices and maximize growth opportunities.
- The podcast highlights how adopting intentionality through structured routines significantly boosts productivity and improves the client experience for financial advisors.
Deep dives
Three and a Half Groups of Financial Advisors
Financial advisors can be categorized into three and a half distinct groups based on their revenue, practice evolution, and personal goals. The first group, known as the growth group, consists of advisors earning less than half a million dollars in revenue, who require aggressive growth strategies. The second group, named the freedom group, includes those earning between half a million and two million dollars, focusing instead on systems, processes, and achieving work-life balance. The third group, along with the half group, will be discussed in detail in an upcoming webinar, which aims to guide advisors from any group toward enhancing their practices and lives.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
