My entire life, I thought I was going to be a Doctor just like my father.
 
Then in 2017, I realized it wasn't my passion.
 
So, I decided to end my pre-medicine college track.
 
But, before I could, I had to have a plan.
 
My dad grew his medicine practice by building relationships and grow by word of mouth.
 
These same relationships he built were the foundation for me to seek help and learn about other career paths.
 
So, I started calling his network.
 
The second call I made was to his financial planner, Timmy.
 
Timmy taught me that there's 3 things everybody thinks about before they fall asleep.
 
1st: Did I hurt anyone today? If so, you can talk to someone about that.
 
2nd: Am I healthy? If not, you can call your doctor tomorrow - that's my Dad.
 
3rd: Have I made the right financial decisions for my family? That's where I come in.
 
I'm okay with batting 3rd in that lineup.
 
Since that day, I've spent my time simplifying financial decisions for my clients.
 
How I can help you:

➡️Review every year because life happens and things change
➡️Feel confident to make difficult financial decisions
➡️Develop a simple, implementable financial plan
➡️Hold you accountable to your goals

My results:

➡️The best 1st year my agency has ever seen in its 130+ year history
➡️Rookie of the year 2021
➡️New Advisor of the year 2021
➡️Over 100 households (and counting) receiving my help & expertise

If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE👇🏼

Calendly.com/sallavanti/intro

Mando Sallavanti III

Build generational wealth without the money stress | Financial Advisor for Big Tech (Paycom, Oracle, Salesforce) | Top 25 MassMutual Financial Advisor (2024)

You closed $4M in deals this year. You hit President's Club. 

You're making $500K... Why's your bank account look the same as 3 years ago?

Let me guess:

→ $80K commission check hit last month - already gone
→ RSUs vesting quarterly, no idea if you should sell
→ Owed $40K in taxes you weren't expecting
→ Looking at houses you can't tell if you can afford
→ Spouse is stressed about money even though you're crushing quota
→ You're one bad quarter away from serious financial stress

You're a B2B Sales Leader at a high-growth tech company.
You close seven-figure deals for your company.
You advise C-suite executives on complex buying decisions.

But your own finances are in total chaos.

Here's why:

Traditional financial advice doesn't work for enterprise sales.

"Just save 20% and max your 401k" doesn't mean anything when:

Your income swings $50K month-to-month
You have RSUs, ESPP, commission, or bonuses all hitting at different times
Your "income" includes stock that might be up 30% or down 20%
You're taxed at rates that nobody explains properly

You don't need a financial advisor who works with "high earners."

You need someone who works with sales leaders who live in your world.

That's us.

We work with Sales Leaders at B2B SaaS and Tech companies.

Here's what we do:

Phase 1: Stop the Bleeding

→ Commission cash flow system (capture money before it disappears)
→ RSU strategy (minimize the tax hit or concentration when vested)
→ Protection planning (life, disability - so your family is covered)

Phase 2: Build the Buffer

→ Build emergency fund (handle slow quarters without panic)
→ Automate commission capture (money builds wealth before spending)
→ Know what you can actually afford (house, cars, private school - no guessing)

Phase 3: Build Real Wealth

→ Diversify beyond company stock (systematic selling, no emotion)
→ Tax planning with your CPA (keep more of what you earn within your control)
→ Build multiple income streams (not 100% dependent on quota)

The outcome we plan for?

You're not just making money. 
You're keeping it.

You're not just hitting quota. 
You're building generational wealth.

You're not stressed about the next deal. 
You have OPTIONS.

THAT is your Freedom Path.

If you're crushing quota and tired of feeling broke, let's fix that.

Message me and tell me to get started!

Mando Sallavanti III, CFP®, CEPA, ChFC®

Mattia and I paid under $500 for $8,500 flights on the most luxurious business class in the sky → Emirates business class.

New York to Dubai.
Lie-flat seats.
Gourmet meals.
Onboard bar.

Let me show you exactly how we did it:

Step 1: Create a Credit Card Strategy

Last fall, Amex Business Platinum offered me a signup bonus:
250,000 points after $20k spend in 3 months.

My business has more expenses than that each quarter.
No brainer.

Plus, the card is perfect for someone who travels frequently for business (me).
We hit the bonus. Banked the points.

Step 2: Identify Transfer Partners & Find Enhanced Value

If I booked through Amex Travel Portal: 

→ 2 business class tickets to Dubai = $8,500 cash OR 850,000 Amex points 
→ That's 1 cent per point

Instead, Colin Stroud (who's co-hosting this training with me) showed me:

Transfer Amex points → Emirates (1:1 instant transfer)
Book directly with Emirates: → Same 2 business class tickets = 276,000 Emirates points + $470 in fees

We just 3x'd the value of our points by knowing which transfer partner to use.

Step 3: Transfer Points & Book

Transfer took 2 minutes.
Booking took 10 minutes.
Total time invested: 12 minutes.
Total savings: $8,000.

BOOM.

This is what Colin teaches in Monday's training.

The exact transfer partners.
The exact tools to find these deals.
The exact strategy to maximize every point you earn.

This isn't theory.
This is the system I used to book our honeymoon.

AND it can work for YOU.

3 Questions You're Asking:

"Don't I need to spend a fortune to earn enough points?"
No.

If you're spending $50K-$100K/year on credit cards (which most sales leaders are), you're earning 100K-200K points annually.

That's enough for: 

→ Multiple business class flights to Europe 
→ 10+ nights at luxury hotels 
→ Both

You're already spending the money.
You're just getting 1.5% back instead of 5-10x value.

"Isn't this too complicated? I don't have time for this."

It's simpler than you think.

Colin uses tools (Seats.aero, Roame, PointsYeah) that search for deals automatically.

You're not manually checking 15 airline websites.

You type in your destination.
The tool shows you the best points deals.
You book.
Takes 10 minutes.

"What if I don't want to deal with points? Can't I just use cash?"

You can.

But you're choosing to pay $11,246 for business class to Germany instead of 70,000 points.

You're choosing to pay $1,330/night for hotels instead of 25,000 points.

If you make $400K+ and that doesn't bother you, don't come to this training.

But if you'd rather keep that $20K-$30K and use it for something else?

Show up Monday.

Save your seat → https://lnkd.in/eyErtStr

12/22 at 12 ET

Mando Sallavanti III, CFP®

Crushing quota, but bad with money? Click here. | Financial Advisor for B2B Sales Leaders | Message me PLAN to get started!

AE @ Gong | Closed Won 🦙 | 5x President's Club

Creating raving fans @ Gong. Founder of Closed Won. Dad to Monty 🐾 

Brian LaManna

I now have 12 free resources built for 2026, all of them below.


𝟭. 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲 - Organized way to keep track of all your prospecting efforts and people you're going after.

https://lnkd.in/gwjX9Nya


𝟮. 𝗦𝗮𝗮𝗦 𝗔𝗰𝗿𝗼𝗻𝘆𝗺 𝗚𝘂𝗶𝗱𝗲 - Terms I never knew existed until I got into tech sales. 

https://lnkd.in/g9R9WH53


𝟯. 𝗠𝘂𝘁𝘂𝗮𝗹 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗣𝗹𝗮𝗻 - Template to keep you and your champion fully aligned through a deal cycle. Also, helpful to navigate security, legal, and who the signer ends up being.


https://closedwon.xyz/msp/


𝟰. 𝗙𝗶𝗿𝘀𝘁 𝗖𝗮𝗹𝗹 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗙𝗹𝗼𝘄 - Top 12 discovery questions to follow a typical first call flow.

https://lnkd.in/g75tkxRM


𝟱. 𝗗𝗲𝗺𝗼 𝗔𝗴𝗲𝗻𝗱𝗮 𝗦𝗹𝗶𝗱𝗲 - Agenda slide to cut the 2 minutes and show a visual instead. Buyers love visuals. This is it.

https://lnkd.in/gD5vaXf7


𝟲. 𝗦𝗮𝗹𝗲𝘀 𝗥𝗲𝘀𝘂𝗺𝗲 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲 - Grab a Google Doc template of my exact resume. 2 pages on other best practices, tips, and dos/don'ts.

https://lnkd.in/gESuWPBW


7. 𝗖𝗼𝗹𝗱 𝗖𝗮𝗹𝗹 𝗢𝗽𝗲𝗻𝗲𝗿𝘀 - 8 proven openers to get the call started hot.

https://lnkd.in/gdPP_D8J


8. 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 - Actionable sales tips (and some B+ memes) delivered to your inbox every Monday. Trusted by 11,200+ sellers and counting. Read in 2-3 min.

https://lnkd.in/gjeVd_U8


𝟵.  𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝗼𝗻 𝗛𝗮𝗻𝗱𝗹𝗶𝗻𝗴 𝗚𝘂𝗶𝗱𝗲 - Quick reverses for the most common objections and methodology on how to 'handle' them.

https://lnkd.in/g36efdAw


10. 𝗔𝗹𝗹 𝗼𝘁𝗵𝗲𝗿 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 on Closed Won.

https://lnkd.in/gVY8Xpxc


♻️ Please consider resharing if it'd help others in your network.

📌 Sellers - what (free) resource should I build up next?

AE @ Gong | Closed Won 🦙 | 7x President’s Club

Joined Gong in 2021 to sell a -hot- product that (it felt like) everyone already knew. Then June 2023 happened...

We launched Gong Engage with 0 customers.

Suddenly, I wasn't selling just the #1 conversation intelligence platform anymore. 

I was selling an unproven sales engagement tool in a crowded market.

Here's the problem we hit immediately:

Every prospect asked: "Who else is using this?"

We had no case studies. Very few Beta references.

And burning through our early adopters on every single deal? 

Not sustainable when you're trying to get to 1,000+ customers fast.

That's when we started using UserEvidence.

Instead of manually tracking down customers for references, UserEvidence automatically captures product reviews, pulls verified stats, and creates battle cards we can actually use.

Now when a prospect asks "who else uses Engage?" - I can instantly share:
* Real customer quotes
* Specific use cases
* ROI metrics from similar companies

No begging customers for time. No stale case studies from 6 months ago.

As we've grown into a true multi-product platform, UserEvidence has become essential. 

Different products, different personas, different proof points - all organized and accessible.

If you're scaling a new product or expanding your platform, you need proof at scale.

Give UserEvidence a look: https://userevidence.com/


P.S. Will be partnering with them closely in 2025 to share other ways I am leveraging them. Thanks all for the support!

Brand partnership • AE @ Gong | Closed Won 🦙 | 7x President’s Club

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