Lessons from 37 Years of Wholesaling & The Five F’s
Episode Summary
In this episode of Evergreen, longtime division leader and financial wholesaler Mark Warren joins host Mitch Santala to reflect on 37 years in the financial services industry. Mark shares hard-earned wisdom on building a career—and a legacy—through his “Five F’s” framework: Fitness, Family, Faith, Fellowship, and Finances. Tailored for financial wholesalers, this powerful conversation explores how aligning your life with purpose can create lasting impact beyond sales numbers. Whether you’re early in your career or nearing retirement, Mark’s insights will challenge and inspire you to thrive by design, both professionally and personally.
Resources
How to Survive Thrive as a Financial Wholesaler
“Surviving Financial Earthquakes” - Strengthening Relationships Through the Shakes
Every financial wholesaler knows that market tremors are inevitable—but that doesn’t mean your advisor relationships have to crumble. When volatility strikes, be the steady support your clients can count on. By reinforcing your value proposition and encouraging long-term focus, you can help advisors ride out the uncertainty with confidence. Learn how to become their solid ground when things get shaky. Watch this month’s Tip & Trick video or read our latest blog to strengthen your relationships through financial earthquakes.
Meet the Coaches
Mitch Santala
Mitch Santala is the CEO and co-founder of ESA with over 30 years of entrepreneurial leadership. ESA supports over 500 sales men and women in the financial industry with world class appointment setting services.
Mark Warren
As the founder of Power of 4 Ministries, Mark Warren is committed to helping men live with purpose and integrity, drawing on decades of leadership experience to inspire spiritual, relational, and personal growth.
