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
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