Podknife - From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277] by The Perfect RIA

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From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Oct 07, 2024
Episode Duration |: 00:29:08

In this conversation, Matthew Jarvis and Matt Delzingaro, from Coffee with Delzi and Brighthouse Financial challenge conventional wisdom and urge advisors to rethink their relationships with wholesalers and demand more than just product information. They shine a light on the often-overlooked power of intentionality, revealing how a well-structured day can significantly boost productivity and practice growth.

Matt and Delzi don't shy away from addressing the elephant in the room: complacency. They explore how even advisors with large client bases might be missing opportunities for growth.

From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Matthew Delzingaro: Website | LinkedIn - Coffee with Delzi: Matthew Jarvis shares efficiency hacks for high profit margin advisory practice

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