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Matthew Delzingaro
Longtime wholesaler with Brighthouse Financial, known for delivering value-added services to financial advisors and challenging conventional wisdom in the industry.
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Oct 7, 2024
• 29min
From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
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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.
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