Mitch Santala

The Financial Wholesaler Podcast

Business EN ↓ 8 episodes

Conversations About Meetings that Matter -Hosted by Mitch Santala, CEO of Executive Scheduling Associates, this podcast is dedicated to one mission: helping financial wholesalers turn appointments into meaningful, business-driving conversations. For nearly two decades, Mitch and his team have supported financial wholesalers with expert appointment setting. Along the way, one truth has stood out—great wholesalers don't just fill calendars, they lead meetings that matter. In each episode, Mitch is joined by seasoned industry pros to explore how to prepare for, deliver, and follow through on qual...

Author

Mitch Santala

Category

Business

Podcast website

www.esasolutions.com

Latest episode

Mar 3, 2026

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Episodes

Decide. Commit. Become. 03.03.2026

In Episode 8 of The Financial Wholesaler Podcast, Mitch Santala and Darren Cde Baca's unpack a proven growth formula for financial wholesalers: Decide. Commit. Become. Instead of focusing on sales tactics, Darren breaks down how bold goals begin with the right mindset, gain traction through disciplined habit sets, and turn into measurable results through persistence. The conversation challenges wh...

6 Gems to Closing the Sale 03.02.2026

In Episode 7, Mitch Santala is joined by Darren Cde Baca with  DCB Strategies to unpack the mindset and skillset behind truly effective sales conversations. From mastering the art of storytelling to understanding how people process information, Darren lays out six specific gems every wholesaler can use to build trust, add value, and secure the next meeting. You'll learn how to: ✅ Use education as...

Maximizing Your Brand Through Personal Storytelling 06.01.2026

In Episode 6, Mitch Santala is joined by Kirk Wayman to explore why personal brand, not product, has become the true differentiator in financial wholesaling. As products and performance continue to converge, the conversation shifts to identity, value creation, and how the way you show up in the room ultimately determines whether you are trusted, remembered, and invited back. Through real-world sto...

Being Memorable With Your Difference 02.12.2025

In Episode 5, Mitch Santala is joined by Darren CdeBaca of DCB Strategies to unpack a key success factor: most wholesalers don't fail because of their product… they fail because they're instantly forgettable once they walk out the door. Darren breaks down how top wholesalers cultivate a different presence in the room with small, intentional, human habits that move you out of the crowded middle and...

Lessons from 37 Years of Wholesaling & The Five F's 05.11.2025

Success starts with what sustains you. In this episode, Mitch Santala sits down with Mark Warren , a seasoned wholesaler who just wrapped up an extraordinary 37-year career. Through every high and low, five simple values kept him grounded: Fitness, Family, Faith, Fellowship, and Finances. You'll discover: The values that guided Mark through decades of wholesaling How to build a career with depth,...

Using AI to Elevate 1-on-1 Meetings 02.10.2025

In this episode, Mitch sits down with Kirk Wayman, founder of IKON Coaching, to unpack how artificial intelligence can enhance the human side of your meetings. This isn't about replacing your role—it's about amplifying it. Together, they explore how AI can help you walk into every advisor meeting more prepared, more personal, and more present—so that the time you spend in the room truly moves the...

5 Mindset and Habit-Set Tools 02.09.2025

Every great advisor meeting starts with more than preparation—it starts with perspective. In this month's episode, ESA CEO Mitch Santala is joined by Darren Cde Baca of DCB Strategies to share five transformative mindset and habit-set tools every financial wholesaler needs. Drawing from decades of coaching and leadership experience, Darren offers practical ways to align your thoughts and actions w...

Branding With Purpose 01.08.2025

Every quality meeting begins with more than a pitch—it begins with purpose. In our first episode, ESA CEO Mitch Santala sits down with 37-year wholesaling veteran Mark Warren to explore how building a personal brand—by design, not default—can transform your advisor meetings from transactional to meaningful. You'll discover: Why your personal brand matters more than your product How branding shapes...

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