Month: August 2023
Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)

Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)

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In a previous episode, David mentioned the onboarding checklist that we use when we engage with new clients. Let’s go over that list and talk about how you can use it when you’re working with a financial advisor.

In this episode, David Pulcini discusses the importance of building processes and systems in business. He shares his experience of starting financial planning and realizing the need for systematizing and creating processes and emphasizes that building processes and systems can benefit any business, regardless of the industry. David introduces the onboarding checklist, a one-page PDF with 14 items to check off when engaging with a new client, and highlights the importance of consistent communication and providing value to clients.

David discusses: 

  • Why building processes and systems is important in any business
  • Examples of various industries that can benefit from organized systems
  • What his onboarding checklist for new clients looks like
  • And more

Resources:

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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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What To Do With Money Sitting In The Bank (Ep. 64)

What To Do With Money Sitting In The Bank (Ep. 64)

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If you have money sitting in the bank, it’s likely a depreciating asset. How can you get it to stop depreciating and start accumulating?

In this episode, David Pulcini addresses a common question he gets asked, “I have cash sitting in the bank, basically earning nothing. What can I do with it?” David gives various options to suit different situations, emphasizes the urgency of cash holdings, and cautions against trying to time deposits into investment accounts.

David discusses: 

  • The history of interest rates and the current situation of low-interest rates on cash in the bank
  • The potential loss of value due to inflation rates rising
  • Why paying off debt is the first thing you should do with any cash sitting in your bank account
  • Where and when to invest your money
  • Why you need to consider the goal of your money before deciding where to invest
  • The importance of taking potential taxes into consideration
  • And more

Book Time with David Pulcini:

Schedule a Call

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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