
Sign up to save your podcasts
Or


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.
- Wholesaler Who Saw The Light With Guest Anthony Zanetti
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
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.
- Wholesaler Who Saw The Light With Guest Anthony Zanetti

522 Listeners

195 Listeners

2,357 Listeners

948 Listeners

285 Listeners

791 Listeners

2,025 Listeners

260 Listeners

2,121 Listeners

919 Listeners

244 Listeners

339 Listeners

129 Listeners

132 Listeners

152 Listeners