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
