In this episode, we engage in a compelling discussion with Mando Sallavanti III, a certified financial planner and exit planning advisor based in Greater Philadelphia. Mando shares his journey from aspiring doctor to financial advisor, emphasizing the importance of trust, transparency, and adaptability in financial leadership. We delve into the nuances of guiding clients through complex financial decisions, particularly in the tech industry, where uncertainty is prevalent. Mando highlights how effective communication and understanding clients' emotional relationships with money can lead to better outcomes and long-term success.
You will learn the following:
1. The significance of building trust through transparency and keeping promises in the financial planning industry. 08:26
2. How to balance technical expertise with the human side of financial advising, especially during tough decisions. 10:47
3. The role of effective communication in helping clients navigate financial uncertainty and make sound decisions. 13:58
4. Strategies for maintaining adaptability in financial leadership amidst changing markets and tax laws. 17:27
5. The importance of understanding clients' money stories to guide them through fear and hesitation. 19:37
To get in contact with Mando:
LinkedIn: https://www.linkedin.com/in/sallavanti
Website: https://freedompathwealth.com
This episode is sponsored by
Fantail Services
Website:https://www.fantailservices.com
Our podcast is sponsored by
The Global Trends Magazine
Website: https://www.gc-bl.org/global-trends
Southern, Sweet & Sassy™ Coffee
Website: https://grounds4cause.com/pages/s3-coffee-co
Use DTLWPODCAST at checkout for your discount.
The Outlier Project
Website: https://theoutlierproject.co
Ascend Meditations
Website: https://www.ascendmeditations.app
Chop Ai
Website: https://www.chopai.app
Make sure to Catch us streaming on Parade Deck, and on Roku and Amazon Fire TV on the Purpose Place Network.
Also catch our Exclusive Members only content “Going Deeper Within” on the Lions Guide Academy.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
Two Guys, Five Rings: Matt, Bowen & The Olympics
Two Guys (Bowen Yang and Matt Rogers). Five Rings (you know, from the Olympics logo). One essential podcast for the 2026 Milan-Cortina Winter Olympics. Bowen Yang (SNL, Wicked) and Matt Rogers (Palm Royale, No Good Deed) of Las Culturistas are back for a second season of Two Guys, Five Rings, a collaboration with NBC Sports and iHeartRadio. In this 15-episode event, Bowen and Matt discuss the top storylines, obsess over Italian culture, and find out what really goes on in the Olympic Village.