• Coastal Wealth

Success Within Podcast - Episode 6 - Alejandro Mendieta

Check out the sixth episode of our Success Within Podcast featuring Alejandro Mendieta!


Welcome to Episode 6 of our Success Within Podcast! Jeremy Straub speaks to Alejandro Mendieta to learn what makes him successful. They discuss real-life scenarios, the conversations they are having with their clients, and how they are moving business forward.


Alejandro serves his team of advisors and clients through holistic financial planning, custom tailored insurance solutions, disciplined investment strategies, and proactive personal service.


For years, Alejandro has been asked to share his insights and formulas for growing an exceptional holistic practice with leading financial professionals in the industry. Alejandro’s proven track record has led him to become one of the top-ranked registered representatives in the country by his previous firms, LPL Financial and Metlife Premier Client Group.


Currently, he has consistently been recognized year after year as one of the top-ranked registered representatives in the country for MML Investors Services, LLC. He has also received countless other accolades, including most recently the 2017 Coastal Wealth Managing Director of the Year Award and recognized as the 2016, 2017, and 2018 Top Overall Financial Advisor and Financial Planner by Coastal Wealth. He is one of the most celebrated and respected financial professionals and executives in his community — and is a sought-after leader, speaker, and financial planner.


He also recognizes the importance of serving others. In, 2017, Alejandro was named the Leukemia and Lymphoma Society’s Philanthropist of the Year, 2017 Hispanic Heritage Award by Boy Scouts of America, 2018 MassMutual Gold Community Service Award, 2018 Pacific Life Foundation Recipient, and earned the highest honor awarded by the Commonwealth of Kentucky, commissioned as a Kentucky Colonel.


Get your pen and notebook ready for the many takeaways they share!


Some major takeaways from this episode: "What has helped me keep my sanity for my business and even personally is what I’ve always done, which is called 5 days. Everyday, minimum, I try to make it a goal of contacting 5 clients for reviews, 5 clients socially, no business, just to touch base and say hello. Lastly, 5 friends/center of influences that I am not doing business personally but who have been referring me clients.”


Sometimes we get involved with organizations or boards because we want to get closer to a specific group of individuals. If you do not have a passion for it, you will not do well.”


Bad advice I that I heard when starting in this industry is that ‘you can do this on my own’ and that is not true. When I started 15 years ago, I met with these advisors who were doing exceptional business for decades. It was a 70/30 split. 70% to them and 30% to me and I thought, ‘wow! That is insane. I am going to give up 70% of business to people I know, but the training and what I learned from those folks, till this day, I am very grateful because that was basically my Masters in Financial Services. From them, I was able to learn what would have taken me years to learn. I learned all their good habits.”

The support and guidance that we provide our clients are invaluable and even in times of uncertainty, we can create extraordinary opportunities so that dreams become reality. Thank you again to Alejandro Mendieta for sharing.



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