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Ditching the Corporate World for Independence and a Family-First Lifestyle with Anthony Zanetti

The Active Advisor Podcast (Episode 27)

'Family first' is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable career as a wholesaler to an independent advisor? Anthony Zanetti shows us how.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Anthony Zanetti, Partner and Financial Consultant at Mardin Capital Group, a wealth management firm based out of Portsmouth, New Hampshire. Join us as we learn how to build a successful practice around the 'Family first' principle and adapt to the shift from a high-paying wholesaler gig to an independent advisor.

Anthony discusses different touchpoints related to retirement planning and financial advising. We cover the importance of keeping up to date with new software, the challenges of building credibility with clients as the new guy, and the benefits of active management in the industry. Anthony also shares his unique perspective and experiences, offering valuable insights to listeners.

This episode of The Active Advisor covers:

  • The concept of the 20/10 test
  • Building credibility and authenticity with clients
  • Enhancing the client experience through predictability
  • Turning lifelong savers into spenders in retirement
  • Gaining efficiencies with a model work-week
  • Get to know Anthony Zanetti in 60 seconds

Here's Anthony's bio in his own words: “I have spent the past 15 years in the financial services industry, which provided me the opportunity to meet hundreds of financial advisors across the country. These interactions helped shape my approach as an advisor. I enjoy collaborating as a team to provide exceptional service while organizing and simplifying our clients' financial lives. Building lasting client relationships across generations is the most energizing part of my job.”


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