Ricardo Yáñez Hermosillo

Inquirer
DISC Type : cd

Director Retail at Pimsa Capital

México, Mexico

Overview

Ricardo Yáñez Hermosillo is the Director of Retail at Pimsa Capital, with a background in wealth advisory and experience co-founding a financial services firm. A graduate of Tecnológico de Monterrey, he specializes in designing financial strategies to optimize investments and minimize risk. Colleagues describe him as efficient, honest, diligent, and hardworking.

He is a vocal advocate for financial education, frequently posting content on the importance of making intentional financial decisions, understanding the real cost of debt, and protecting purchasing power against inflation. His focus is on empowering others to move from a reactive to a proactive mindset with their money.

Personality Overview

Upfront

Demanding

Hard To Convince

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Financial Literacy
Consistently posts educational content on core financial principles like inflation, debt, and the importance of proactive financial management to empower his audience.
Wealth Management
His career is centered on providing specialized advice to protect and manage the assets of both individual and corporate clients.
Strategic Planning
Focuses on designing customized financial strategies tailored to the unique goals and needs of each client, emphasizing long-term stability.

Media Appearances

Ricardo has no verified media appearances

Work History

12-2025
Director Retail at Pimsa Capital
3-2023 - 12-2025
Co Fundador - Director Comercial at Invertimex
9-2019
Asesor patrimonial at PIMSA Agente de Seguros
9-2019
Asesor Patrimonial at Allianz México

Education

Licenciatura from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 6 Location : México, Mexico Job Level : Mid-senior Designation : Director Retail at Pimsa Capital
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Insights For Selling To Ricardo

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Get to the point quickly instead of spending too much time on pleasantries
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ricardo is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Ricardo

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ricardo move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Ricardo take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Ricardo

Personality Compatibility


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