Mario Jasso 💡 Health-to-Wealth Financial Consultant

Evaluator
DISC Type : CDS

Financial Advisor at RTB Advisors

Dallas-Fort Worth Metroplex, United States

Overview

Mario Jasso is an independent Financial Advisor and U. S. Army veteran specializing in a "Health-to-Wealth" approach for entrepreneurs and families. He focuses on integrating insurance, risk management, and wealth building. Described by clients as diligent, professional, and honest, he also holds a Texas Real Estate License.

Before his career in finance, Mario was a restaurant owner and professional chef for 20 years. This background in hospitality shapes his client-first mentality, where he is known for treating clients like family. His culinary expertise covers Authentic Mexican, Tex-Mex, and Italian Mediterranean cuisines.

A U. S. Army veteran, he managed secure network infrastructure within a Sensitive Compartmented Information Facility (SCIF).

Personality Overview

Quality Focused

Fast But Analytical

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Holistic Financial Planning
His entire professional philosophy is built on the "Health-to-Wealth" approach, bridging the gap between health insurance protection and long-term wealth accumulation.
Entrepreneurial Finance
As a former restaurant owner, he focuses on helping business owners and high-income professionals navigate their unique financial journeys, from risk management to growth.
Tax-Efficient Wealth
His content specifically targets high earners ($250, 000+), advising on strategies like structured policies for tax-efficient wealth building beyond traditional retirement plans.

Media Appearances

Mario has no verified media appearances

Work History

6-2023
Financial Advisor at RTB Advisors
6-2016
Principal Consultant at Jasso Group Insurance
10-2000 - 6-2013
Restaurant Owner at Tres Jose's Cocina Mexicana
2-1991 - 2-1995
US ARMY at US Army

Education

1996 - 1999
Telecommunications Engineering from DeVry Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 26 Location : Dallas-Fort Worth Metroplex, United States Job Level : Senior Designation : Financial Advisor at RTB Advisors
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Insights For Selling To Mario Jasso 💡

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mario Jasso 💡 is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Mario Jasso 💡

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Mario Jasso 💡 move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Mario Jasso 💡 take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Mario Jasso 💡

Personality Compatibility


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