Six Point Financial, David PulciniTailoring Success: Adrian Jules’ Journey to Becoming Rochester’s Premier Clothier with Peter…Are you tired of settling for off-the-rack clothing that doesn’t quite fit your style or personality?1 min read·Nov 22, 2023----
Six Point Financial, David PulciniPurchasing Practices Part 3: The Capstone With Joe Prestigiacomo, CFP® (Ep. 70)What information and documents do you need to make a real offer when buying a financial practice?1 min read·Oct 25, 2023----
Six Point Financial, David PulciniPurchasing Practices Part 2: Answering Our FAQ With Joe Prestigiacomo, CFP®So you’re ready to retire and want to sell and transition your practice, but you have a few questions. Well, guess what? We have answers.1 min read·Oct 18, 2023----
Six Point Financial, David PulciniPurchasing Practices Part 1: Our Process With Joe Prestigiacomo, CFP®Are You Prepared for Retirement? A lot of financial advisors aren’t.1 min read·Oct 4, 2023----
Six Point Financial, David PulciniUnlocking the Secrets of Effective 401(k) ManagementThinking about setting up a retirement plan for your business but confused by all the options?1 min read·Sep 20, 2023----
Six Point Financial, David PulciniHow Much Money Is Enough To Retire On?How much money is enough to retire comfortably?1 min read·Sep 20, 2023----
Six Point Financial, David PulciniOur Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)In a previous episode, David mentioned our onboarding checklist that we use when we engage with new clients. Let’s go over that list and…1 min read·Aug 23, 2023----
Six Point Financial, David PulciniIf you’re looking for a financial advisor or for a new one, it’s not difficult to do!In this episode, David Pulcini talks about how to change financial advisors from two perspectives: not having an existing advisor, and…1 min read·Jun 28, 2023----
Six Point Financial, David PulciniHow To Maximize Your Small Business’ Financial Potential With Carlo DiPisaYou may have heard about the Employee Retention Credit or ERC. What you may have yet to hear is that it is much easier to qualify than it…1 min read·Jun 14, 2023----
Six Point Financial, David PulciniFinancial Planning Success Stories Of Medical Sales Reps with Marshal Scheidt (Ep. 61)Have you ever wondered how your occupation might impact your financial planning strategies?1 min read·May 31, 2023----