Tag Archives: Values

Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon

October 16, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAccountants, Attorneys, Barron Damon, Brand Awareness, Business Branding, Certified Philanthropic Coach, Community Engagement, Corporate Social Responsibility, Donations, Donor-Advised Funds, Empathy, Employee Engagement, Employee Involvement, Estate Planners, Financial Advisors, Impact, Legacy, Media Coverage, Mentoring Programs, Nonprofit Executive, Nonprofits, Partnerships, People, Philosophy, Podcast, Process, Social Responsibility, Strategic Giving, Tax Strategy, Top Advisor, Values, Wealth Advisors, Workplace ProgramsTop Advisor Podcast

Philanthropists! That’s where the money is!

In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthropy and meaningful giving.

Barron and Bill discuss how financial firms can integrate philanthropy into their brand for a quadruple win:

Attracting significant assets.
Benefiting the community.
Engaging employees, and
Enhancing the company’s image.

Barron’s insights on the “3 P’s of Philanthropy” and his expertise in creating a strategic plan for their financial advisor philanthropy are truly inspiring.

If you want to elevate your brand through purpose-driven giving, this episode is a must-listen.

Bill and Barron discuss:

How Barron went from being a victim of a violent crime to becoming a CEO of a nonprofit organization and a philanthropic coach.
How to develop a strategy for financial advisor philanthropy using the three Ps: Philosophy, People, and Process.
The role of Donor-Advised Funds in strategic giving.
How financial advisors can better serve philanthropically inclined clients.
Building employee engagement through community-oriented programs.
Working with advisory firms and other businesses to enhance their brand and community engagement through strategic giving.
…And more!

Resources:

Connect With Bill Cates:

Connect With Barron Damon:

About Barron Damon:

Barron Damon is a Certified Nonprofit Consultant and Philanthropic Coach with over 20 years of experience working as an Executive for a National Non-Profit Organization. He holds coaching certifications from the Center for Congregational Health, an Associate Coaching Certification (ACC) from the International Coaching Federation (ICF), a Bachelor of Arts Degree in Industrial Psychology from the University of South Carolina, and a Masters Degree in Business Administration from Webster University. Barron also serves on the Board of Directors for the Chamber of Commerce and for the Morrisville Rotary Club, has co-created an award-winning Giving Circle, and helped many communities around the USA create their own Giving Circles.

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Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®

February 28, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAuthentic, Blogs, Client Acquisition, Cold Calls, Commenting, Connection, Conversations, Empathy, Engagement, Financial Advisors, Household Income, Influencers, Instagram, LinkedIn, Mando Sallavanti III, Marketing Strategies, Messaging, Personal Brand, Personal Connection, Podcast, Profile Views, Prospecting, Real-Life Scenarios, Relatable Content, Target Market, Technical Information, Top Advisor, Values, Visibility, YouTube Videostopadvisorpodcast

Are you producing results with LinkedIn? Or do you wonder why you even have an account?

I’ve run into very few advisors who are seeing a straight line to ROI with their activities on LinkedIn.

Mando Sallavanti is clearly an exception!

Effective LinkedIn prospecting for financial advisors requires more than just creating a profile and posting content. It also requires a strategic approach to engaging with your target audience, building relationships, and converting prospects into clients.

In this episode, Referral Coach Bill Cates interviews Armando (Mando) Sallavanti III, CFP®, CLTC®, SaaS’s Financial Planner. Mando shares his journey to success as a financial advisor using LinkedIn. Mando emphasizes the power of authenticity and active engagement on the platform, making 70 comments per day to attract potential clients. (Say what?) And he focuses on creating conversations and building relationships by engaging with influencers in his target market.

Bill and Mando discuss:

● His experience of pursuing his natural market, hiring a marketing agency, and using automation on LinkedIn, which didn’t yield results.
● His decision to shift how he approaches LinkedIn prospecting for financial advisors, and how he discovered his target market in the tech sector.
● The importance of using real-life scenarios and examples in content to make it relatable and resonate with the intended target audience.
● The strategy of making a high number of comments on LinkedIn as a prospecting method to generate opportunities.
● How LinkedIn’s algorithm rewards commenting activity and the importance of striking up conversations with others on the platform.
● Tips on identifying influencers within his target market.
● …And more!

Resources:

● RapidFire Referrals
● Ep. #49 – LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss

Connect With Bill Cates:

● BillCates@referralcoach.com
● Referral Coach Homepage
● Hire Bill for Coaching
● Enroll in The Cates Academy™

Connect With Mando Sallavanti III:

● LinkedIn: Mando Sallavanti III
● asallavanti@financialguide.com

About Mando Sallavanti III:
Mando Sallavanti III is a Certified Financial Planner (CFP) based out of MassMutual Greater Philadelphia. Mando made a mark as the youngest-ever Blue Chip Council qualifier in the company’s history in 2021. His notable accolades include securing titles such as “Rookie of the Year” and “New Advisor of the Year” in 2021. With a primary focus on serving individuals in the Tech sales or SaaS sectors, Mando has skillfully leveraged LinkedIn as a pivotal tool in his professional journey, boasting an impressive following of over 19,000 individuals.

Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 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. MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)

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Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®

July 12, 2023Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Affluent Women, Business Marketing, Certified Divorce Financial Analyst, Client Relationship, Demographic, Financial Advisors, Financial Growth, Financial Services Industry, Holistic Approach, Intentional Wealth Practice, Lifestyle Business, Marketing, Personal Interests, Podcast, Referrals Relationship Marketing, Top Advisor, Values, Wealth, Women, Women Clients, Work-life Balance, Yogatopadvisorpodcast

The evidence is in and it’s compelling.

Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors.
(Most) Women approach financial planning differently than men.

“Just the facts mam.”

Women currently control one-third of total U.S. household financial assets – representing more than 10 trillion dollars.
By 2030, women in the U.S. are projected to control much of the $30 trillion in financial assets that baby boomers will possess.
Since women are living an average of five years longer than men, 90% of all women will be managing their own finances during the final years of their life.

Both female and male advisors are thriving by attracting and serving primarily women.

In this episode of Top Advisor Podcast, Bill Cates interviews Craig Richman (founder of Richman Capital Management), about motivation to become an advisor who focuses on financial planning for women, and why he’s chosen to build a “lifestyle” practice.

Bill and Craig discuss:

Craig’s highly unique journey from professional dancer to financial advisor.
When Craig realized that serving female clients and focusing on financial planning for women was the right path for him.
Craig’s perspective on what he calls, Intentional Wealth that is much more than managing assets and risk.
How his targeting a specific market has benefited both himself AND his clients.
Craig’s efforts in building a lifestyle business where he is able to enjoy a successful business that doesn’t come at the expense of truly enjoying life.
…And more!

Resources:

Connect With Bill Cates:

Connect With Craig Richman:

About Craig Richman:

Craig Richman is the founder and private money manager at Richman Capital Management. Craig earned his undergraduate degree from Florida Atlantic University in Boca Raton. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) certifications from The American College in Bryn Mawr, Pennsylvania that address insurance, tax, estate, and financial planning.

In addition, Craig has received the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies and the University of Pittsburgh’s Joseph M. Katz Graduate School of Business which address best practices for fiduciary guidance.

Craig also has completed the dividend analyst course from Morningstar, Inc., which addresses key education in dividend-paying stocks.

He has completed a mentorship for trading with the Senior Managing Director of Equities from Simpler Trading.

Craig is also a Certified Divorce Financial Analyst® (CDFA®) from The Institute for Divorce Financial Analysts to educate and guide clients to navigate divorce as their advocate.

Craig affiliated with and became a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, an independent, privately held broker/dealer that has no proprietary products and an open architecture for advisors to build their businesses. Richman Capital Management is now celebrating its 25th year of working with Commonwealth.

Craig served the community as a board member and past chairman of the Florida Atlantic University’s (FAU) National Alumni Association. He also served as past president of the Rotary Club of Boca Raton and trustee member of the Greater Boca Raton Chamber of Commerce.

Craig is a Registered Yoga Teacher (RYT*200) through Yoga Alliance and has continued advanced studies in vinyasa yoga. He is also certified to teach yoga to veterans through the Connected Warriors not-for-profit organization. He also enjoys golf, walking, fine dining, and single-malt scotch.

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