Month: June 2023
How To Change Financial Advisors (Ep. 63)

How To Change Financial Advisors (Ep. 63)

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If you’re looking for a financial advisor or for a new one, it’s not difficult to do! The toughest part is finding why you need to make the change.

In this episode, David Pulcini talks about how to change financial advisors from two perspectives: not having an existing advisor and changing from a current advisor to a new one. He walks through how changing financial advisors actually happens, what is involved, and what you have to do in order to make that change.

David discusses: 

  • The process of changing an advisor
  • The emotional implications that can complicate the decision to change your advisor
  • The value a financial advisor brings to the table
  • And more

Book Time with David Pulcini:

Connect with David Pulcini: 

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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How to Maximize your Small Business’ Financial Potential With Carlo DiPisa (Ep. 62)

How to Maximize your Small Business’ Financial Potential With Carlo DiPisa (Ep. 62)

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You 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 was a few years ago.

In this episode, David Pulcini invites Carlo DiPisa to the podcast to talk about ERC. Carlo breaks down what is needed to qualify for the credit, why every small business should start the process of applying, and the benefits the ERC brings to companies.

David and Carlo discuss: 

  • The many myths surrounding the ERC and what to believe
  • What fees can be expected if your business chooses to apply with the help of another company
  • How over-advertising of this credit has made it seem like a scam and what to avoid
  • And more

Book Time with David Pulcini:

Connect with David Pulcini: 

Connect with Carlo DiPisa:

About our Guest: 

Carlo is a finance professionals with over 20 years of expertise in the fields of small business ownership, finance, and real estate. He takes a consultative approach: learning about you and your business, so thathecan offer the best customized solution possible. By understanding your particular needs, he assists businesses of all sizes secure commercial financing that best suits their individual situation.

While banks and other institutions can provide many useful services, this generalized approach is not a perfect fit for every organization. Carlo provides a wide range of business loans/leasing and other financing opportunities that help businesses achieve their short and long-term goals.

Here are some of the financing options that Carlo provides: Short-term Business Loans, Working Capital Loans, Equipment Leasing, SBA Loans, Unsecured Business Lines of Credit, Factoring (Accounts Receivable Financing), Commercial Real Estate Financing, Hard Money Loans, and Consumer Financing.

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