Wealth Management with Kevin Salvadori
Scarlet Oak Financial Services
Kevin was a professional basketball player with the Sacramento Kings who transitioned into pharmaceutical sales for many years before entering the world of finance. He is now an Independent Wealth Manager who coaches clients through their financial life. His personal history allows him to be an empathetic and unbiased mentor to his clients, while still pushing them to be prepared and to not sit on the sidelines of their finances.
In this episode of Websuasion Conversation, we discuss his basketball career and injuries that eventually led him into pharmaceutical sales and now financial services.
Introduction
Kevin tells us about growing up in Pittsburgh and attending UNC Chapel Hill on a basketball scholarship.
Studying Psychology
Kevin tells us about studying Psychology, his areas of focus, and how it factors into his sales experience and life in general.
Playing Basketball in Italy
Kevin talks to us about playing basketball at UNC Chapel Hill and then going on to play in Italy.
Playing in the NBA
Kevin talks about playing for the Sacramento Kings with one of his biggest rivals from college.
A Career Ending Injury
Kevin tells us about leaving Sacramento and the injury that ultimately led to him leaving professional basketball.
A Change in Careers
Kevin discusses the path his career took after he left professional basketball and how he got started in sales.
Establishing Relationships
Kevin talks about building a solid reputation in pharmaceutical sales, what set him apart from his peers, and his ultimate decision to move into financial services.
Wanting to Do More
Kevin talks about studying for his financial services licenses and the his frustration with the limitations he found with his new profession.
Doing What is Best for Your Client
Kevin discusses how important it is to do what is best for his clients and being holistic in his approach to their finances.
Educating Clients
Kevin talks about educating his clients so they feel comfortable making decisions.
Building a Client Base
Kevin discusses starting over and how he has built his client base.
Business Development
Kevin tells us about expanding his network and the constant changes that keep things interesting.
Ideal Clients
Kevin talks to us about helping younger clients get in a better position before they start investing as well as helping other clients through life changes.
Marketing the Business
Kevin discusses using marketing strategy and the importance of having an expert on his side.
App Developer Checklist
You've been busy building your business, not learning all the ins and outs of application development. There's no reason you should know what it takes to develop a quality, maintainable application and bring it to market. But, before you contract with any firm (including ours), you should understand what is considered the standard. So, we've developed a handy two-page checklist. It will arm you the questions you need to ask before you move forward.
Subscribe On Your Favorite Podcast Network
https://websuasion.com/feed/podcast/
J. Ryan Williams is president and founder of The Websuasion Group LLC. He has over 20 years of application development experience. Ryan has experienced the challenges of changing technology and growing a business. Having benefited from mentors throughout his career, he now works to mentor others.