Episode 12 Finance and Business Services Johnny Salinas - Financial Services Consultant

Johnny's background and military experience @ 0:01Johnny Salinas is originally from a small town in Texas and joined the Army in 1997, serving for 23 years. He was a bridge crew member and instructor, and did multiple deployments overseas. Johnny's father was a strong role model and he had a good relationship with his family, including his brother who is an anesthesiologist.Transitioning from the military to entrepreneurship @ 5:10After retiring from the military, Johnny went to college and got a bachelor's degree in business administration with a focus on finance. He worked for a private firm and then as an auditor for the Texas State Securities Board, which gave him valuable insights into the financial services industry. This experience helped him develop a plan to start his own financial advisory business.Certifications and requirements for financial advisors @ 13:05Johnny discussed the key certifications required to become a financial advisor, including the SIE, Series 7, and Series 65 exams. He emphasized the difficulty of these exams and the importance of using study materials and resources to prepare. He also highlighted the benefits for veterans in Texas of not having to pay the franchise tax when setting up an LLC.Building trust and relationships with clients @ 37:12As a smaller, local financial advisor, Johnny highlighted the importance of building trust and personal relationships with clients. He noted that his background as a minority veteran with tattoos can sometimes be a challenge, but he focuses on demonstrating his expertise and passion for helping people, especially veterans, first responders, and teachers, manage their finances.Defining success and work-life balance @ 43:20For Johnny, success is not just measured by financial metrics, but by maintaining a healthy lifestyle, strong relationships with God and family, and having the flexibility to spend quality time with his loved ones. He emphasized the importance of work-life balance and not getting too caught up in the pursuit of money at the expense of personal fulfillment.Closing and contact information @ 45:20Johnny provided his contact information, including his cell phone number and email address, for anyone interested in reaching out to him. Jarvis thanked Johnny for his insights and expressed excitement to see his business grow.