May 2023 – Dear Rochester, Retire Well

Financial Planning Success Stories Of Medical Sales Reps with Marshal Scheidt (Ep. 61)

By dearrochesterretirewell | May 31, 2023

Have you ever wondered how your occupation might impact your financial planning strategies?

In this episode, David Pulcini invites Marshal Scheidt back to the podcast to complete the two-part series of financial planning for medical sales reps. Marshal shares two real-life examples of how he helps medical salespeople through the process of financial planning using the six points.

David and Marshal discuss:

The different events that lead people to start their financial planning
Why understanding what you’re doing and why you’re doing it is an important part of the financial planning process
How having stock options can change the way you plan
The step-by-step process of dealing with clients in medical sales
And more

Resources:

Episode 60 – Financial Planning for Medical Sales Reps at SixPoint Financial Partners with Marshal Scheidt

Book Time with David Pulcini:

Schedule a Call

Connect with David Pulcini:

Connect with Marshal Scheidt:

About our Guest:

Marshal Scheidt takes tremendous pride in helping his clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, he takes a stake in helping his clients grow and improve on many levels.

He graduated in 2015 from SUNY Brockport, where he earned a Bachelor of Science degree in Finance and Business Administration with a concentration in Management.

Marshal’s business practice is focused on providing comprehensive financial planning, risk management and retirement income strategies to help individuals find success and peace of mind.

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Financial Planning for Medical Sales Reps at SixPoint Financial Partners with Marshal Scheidt (Ep. 60)

By dearrochesterretirewell | May 17, 2023

Focusing on a specific group or niche can be advantageous as it allows us to address their common issues and concerns and help them with their finances.

Curious about how and why SixPoint helps medical sales professionals?

In this episode, David Pulcini chats with Marshal Scheidt, partner at SixPoint Financial Partners, who specializes in providing financial planning to medical salespeople. Marshal shares his process when working with medical sales professionals, the unique challenges they face and emphasizes the importance of keeping a steady financial plan.

Marshal discusses:

Why he enjoys working with medical sales professionals and the common pain points they face
What he does to help newer medical sales professionals
The challenges faced by clients who have been in the business for 20-30 years
His process for working with medical sales professionals
A success story of how he earned the trust of a skeptical client who was hesitant to meet with a financial advisor
The process and meetings needed when meeting new clients
And more!

Book Time with David Pulcini:

Schedule a Call

Connect with David Pulcini:

Connect with Marshal Scheidt:

About our Guest:

Marshal Scheidt takes a tremendous amount of pride in helping his clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, he takes a stake in helping his clients grow and improve on many levels.

Graduated in 2015 from SUNY Brockport where he earned a Bachelor of Science degree in Finance, as well as Business Administration with a concentration in Management.