November 26, 2024

Episode 36: Questions from Dave’s mind

35 minutes

On this weeks episode, we’re taking a little turn in questions. This week, I am joined by Dave Pulcini, one of SixPoint’s very own to answer questions from the depths of Dave’s mind. From financial planning advice to dating advice to does being successful mean you’re happy? We are covering it ALL!

Key takeaways:

Investment Strategies

handling finances

ethical obligations for advisors

importance of tax planning

pros and cons of different mutual funds

challenges getting clients to follow through on advice

client onboarding process

personal vs professional growth and balance

aligning interests: clients and advisors

...more