Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group
April 30, 2024
‘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 wholesaler career in financial advisory to the independent advisory side? 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 advisory around the ‘Family First’ principle and adapt to the shift from a high-paying wholesaler job 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 trust with clients, and the benefits of active management in the industry. Anthony also shares his unique perspective and experiences, offering valuable insights to listeners.
‘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 wholesaler career in financial advisory to the independent advisory side? 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 advisory around the family first principle and adapt to the shift from a high-paying wholesaler job 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 trust with clients, 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:
- Anthony's Background and Journey in the Financial Industry
- Building a career around the family first principle
- Concept of the 20/10 test
- Building credibility and authenticity with clients
- Enhancing the client experience through predictability
- 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.”
Prior to joining LPL, Anthony was most recently at Ameriprise, building his own wealth management practice while serving as the branch manager for two large offices in New Hampshire. In addition, he has spent over six years in Texas working for Boston-based Eaton Vance. There he worked alongside financial advisors and their clients, helping to guide them as they constructed comprehensive, individualized portfolios, including tax-efficient investing and managing concentrated stock positions.
Guest Details
Harbor Capital Details
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Host Bryan Moore on LinkedIn
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so