Enhancing Client Relationships Through Personal Experience and Compliance Knowledge

In this episode, Steven is joined by Mando Sallavanti, a Financial Advisor with MassMutual who focuses on taxes in a way that would make many independent advisors jealous. Mando shares how he so quickly learned enough about taxes for himself that he could start helping his clients pay less in taxes, too. He also reflects on the process he personally went through to find a quality CPA for himself and why he was willing to pay triple what he had previously paid to make sure he had great help on taxes. Mando gets nearly 75% of his new clients directly from his LinkedIn content and was generous enough to share his approach to content creation and why he has been so successful.

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