Anthony Zanetti

Anthony Zanetti, a wealth management expert with a rich background in wholesaling and branch leadership, shares insights on enhancing advisory practices. He discusses the shift from reactive to proactive service models, emphasizing client segmentation and the value of structured service calendars for efficiency. Anthony highlights the importance of clearly communicating value to clients and illustrates how strategic workflows can foster growth without burnout. Tune in to learn how to create a scalable and intentional advisory practice!