Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti
Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemaintaining a strong client experience. Whether you’re looking to optimize your processes,improve client retention, or simply get your practice running more smoothly, this episode ispacked with insights!
What You’ll Learn in This Episode:
✔How to…
The skinny
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