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Episode 3 — The ‘Think About It’ Process for Building a Brighter Financial Future Together

SixPoints Financial Partners wants you to know exactly where you stand and how they can help before you pay them a single dollar. 

That’s why they created their ‘Think About It’ process.

In today’s episode, David Pulcini introduces the ‘Think About It’ process and the six steps it includes to provide you with the framework you need for making an informed decision about working together. 

In this episode, you will learn:

  • Why the ‘Think About It’ process was created
  • The six-step process prospective clients go through
  • About the secret seventh step
  • David’s philosophy on how clients and advisors should work together 
  • And more!

Tune in now to learn how SixPoint’s ‘Think About It’ process can help you decide whether they will be the best fit for you!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | SixPoint’s ‘Think About It’ Process

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.