288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti

The Efficient Advisor: Tactical Business Advice for Financial Planners

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 transition from a reactive to a proactive service model

✔The power of client segmentation and why not all clients should be treated equally

✔Why a structured service calendar increases efficiency and client satisfaction

✔The importance of clearly articulating your value so clients can easily explain it to others

✔How strategic workflows and automation can help you scale without burning out

Anthony shares real-life examples of what works (and what doesn’t) in running a successful advisory business. He also talks about his own journey—taking a leap of faith, buying into a practice, and building a model that’s better for both clients and advisors alike.

Tune in now to discover how you can create a practice that’s intentional, scalable, and built for long-term success!

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Connect with Anthony on LinkedIn HERE!

Anthony's website HERE!

Get Anthony's Client Service Calendar HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
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