Round 2

Round 2

About Mando:

Mando is a former aspiring pro football player turned Certified Financial Planner at Sallavanti Financial Services Co. He is dedicated to helping others achieve financial peace of mind. After facing a career-ending injury and the uncertainty brought on by the COVID pandemic, he found new purpose in financial planning, inspired by a pivotal conversation with his mentor, Timmy Lavelle. Despite a challenging start, his determination led him to learn from successful financial planners, expand his knowledge, and invest in a business coach. Today he has helped over 100 clients and manages millions of dollars, transforming his clients' financial lives and making financial freedom a reality for those he serves. As a financial planner, he focuses on conducting annual reviews, empowering clients to make informed financial decisions, developing simple yet effective financial plans, and holding clients accountable to their goals. His remarkable journey serves as a testament to his resilience, dedication, and passion for helping others achieve financial independence. He is originally from West Pittston, Pennsylvania, and is engaged to his fiancée, Mattia.


Check out this week's episode with Mando below! Out now on all major podcast platforms:



Evolution of Business Models:

Mando shares insights into his journey from traditional asset management to a more tailored retainer-based model inspired by the principles outlined in "Hundred Million Dollar Offers" by Alex Hormozi. This shift allowed him to cater better to the niche market of SaaS and tech professionals, providing holistic financial planning beyond traditional asset management.


Growth Mindset:

Drawing from "10X is Easier than 2X" by Benjamin Hardy, Mando discusses the importance of focusing on impactful tasks and leveraging resources efficiently. He emphasizes the value of investing in mentorship and strategic partnerships, exemplifying how these principles have propelled his business growth.


Partnerships:

Mando emphasizes the strength of collaboration within his team, comprising partners Timmy, Michelle, and Aggie. Each member brings unique strengths to the table, enhancing the client experience through personalized financial planning tailored to individual needs.


Targeting:

Reflecting on his journey, Mando discusses the evolution of his client base, shifting focus from Gen Z to predominantly SaaS professionals. He highlights the growing interest in alternative investments among tech-savvy individuals, driving the need for specialized financial advisory services.


Authenticity:

Mando's authenticity shines through in his approach to client engagement, fostering trust and loyalty. By sharing his personal financial journey openly on platforms like LinkedIn, he establishes genuine connections with clients and industry peers, driving meaningful conversations and mutual growth.


Navigating Social Media:

Mando's social media strategy revolves around genuine interactions and value-driven content, rather than self-promotion. By consistently engaging with his audience and addressing their pain points, he has cultivated a loyal following and expanded his professional network exponentially.


Contact Mando

Mando is always happy to learn how he can help solve your financial problems and help you plan for your future.


LinkedIn:

Email: [email protected]


Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000.

Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.


This newsletter was established to provide people with information that will spark conversations with their trusted financial professionals, navigate use cases for different tax strategies, as well as to explore the expertise of industry leaders. If you are an inquisitive individual with an unquenchable thirst for finance, or you know someone who fits that description, be sure to subscribe and share this newsletter with them.


This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

Kimberliann Chambers EA

Chief Executive Officer & Founder & Student at everything I do | Enrolled Agent

12 个月

Sounds intriguing! Delving into strategies can be as thrilling as a stylish ride in a Mercedes! Paul Ranieri

回复
Nils Smith

Marketing Innovation | Serial Entrepreneur | Nonprofit Fundraising | Social Media Strategy | Blockchain Technology | AI Enthusiast | Love LI Polls ??

12 个月

Excited to listen to this episode! ??

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Darius McDougle

Chief Marketing Officer ★ Transformative Marketing Leader ★ Innovative Growth Hacker ★ Data-Driven Market Disruptor ★ Published Public Speaker ★ Executive Board Member ★ Marketing Mentor & Coach

12 个月

Fascinating story! I'm intrigued. Does that unique approach increase profile visibility on LinkedIn? Paul Ranieri

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Tom Blanco

Senior Recruiter at Signature Group Recruitment

12 个月

Mando is money!

Mando Sallavanti III, CFP?, CEPA

Build Passive Income, Retire Early, & Travel Guilt-Free — DM me 'PLAN' to Start Planning to Build Wealth

12 个月

This is one of my favorite interviews I’ve done in a while

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