Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again
Do you believe that you don’t need a financial advisor?
That just might be true. After all, you’re smart. You’re savvy. You know about the latest happenings in the market. So, why bother paying someone to manage things for you?
In today’s episode, David Pulcini puts your financial knowledge to the test with 17 questions you should know the answers to if you want to efficiently manage your own money. If you can’t answer any of these questions, don’t worry! That’s where financial advisors like David can help.
In this episode, you’ll learn:
- How financial advisors keep you on top of your entire financial picture
- The type of action items David gives to his clients between meetings
- What to expect from your financial advisor
- How financial advisors can really help you
- And more!
Tune in to find out if you can really go without a financial advisor!
Resources: Connect with David on Linkedin | SixPoint Financial Partners | Episode 4 — 10 Questions You Should Be Asking Your Financial Professional
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.
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