The Perfect RIA Wholesaler Who Saw The Light With Guest Anthony Zanetti
Dec 20, 2023
27:34
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.