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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
The Power of Wholesalers in Financial Advising
02:03 • 8min
Maximizing Efficiency for Financial Advisors
10:21 • 9min
Building Connections in Financial Advising
19:26 • 4min
Navigating Financial Partnerships
23:00 • 4min
Enhancing Client Relationships Through Stress Testing and Value Ads
27:08 • 2min