Home......Contact.....Testimonials.....About Mardi Winder-Adams.....The D Shift Podcast
Welcome back to another episode of The D Shift.. Today we have a very special guest joining us, Rick Salmeron, a financial adviser with a unique approach to working with clients.
In today's episode, Rick will be sharing his checklist for the first client meeting, the importance of understanding the emotional component of financial advice, and the key to financial success: behavior. Rick focuses on how important it is to have an individual approach to investing and saving rather than using a cookie-cutter method. He discusses how essential it is to have a plan and information from a trusted source to make the right financial decisions to maximize your financial potential and avoid costly mistakes.
Rick also focuses on the importance of building healthy financial habits, including tracking your money, as the most effective way to begin taking control of your financial future.
We'll dive into the power of having an experienced adviser who can provide an outside perspective, uncover blind spots, and boost your financial goals. Rick will also share some personal anecdotes from his early experiences with money and reveal his tips for positioning your money strategically. So stay tuned, because this episode is packed with valuable insights and practical advice that will help you redefine your financial journey.
About the Guest:
Please provide a short bio of no more than 150 words: Rick Salmeron (SAL-muh-ron), is President of Salmeron Financial and a seasoned financial advisor. With over 30 years of experience in the industry, Rick is a Certified Financial Planner trusted by clients across America.
Since establishing his own firm in 2001, Rick has been dedicated to helping individuals pursue financial peace of mind. He is not a generic financial advisor. Working with Rick is like partnering with a money expert that has your back, knows you as a person, and is accessible like a speed dial button on your iPhone. Say goodbye to cookie-cutter advice and faceless operators behind an 800# - just real talk and personalized attention. That's the benefit to you of an independent advisor.
To connect with Rick:
Website: www.salmeronfinancial.com
Facebook: https://www.facebook.com/SalmeronFinancial
Instagram https://www.instagram.com/ricksalmeron
LinkedIn https://www.linkedin.com/in/rick-salmeron-cfp®-aif®-92a574/
About the Host:
Mardi Winder-Adams is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC.
To find out more about divorce coaching: www.divorcecoach4women.com
Facebook - https://www.facebook.com/Divorcecoach4women
LinkedIn: https://www.linkedin.com/in/mardiwinderadams/
Instagram: https://www.instagram.com/divorcecoach4women/
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