Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto (Ep. 73)

Life Lessons and Financial Planning with Financial Advisor Aaron Laranetto (Ep. 73)

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Financial planning transcends mere money-making; it’s about forging connections and relationships. Importantly, dedicating time to planning and investing enhances the long-term efficiency of your money.

Joining us today is Aaron Laranetto, a Wealth Manager, Temple alumni, and an independent Financial Advisor at SixPoint Financial Partners. Aaron generously reveals his path into financial services and recounts acquiring his first client.

Aaron presents a comparative analysis of working with a Brokerage Firm versus an Insurance Firm, and also explains why he chose to become an independent advisor. Aaron also pinpoints two often overlooked aspects in retirement planning.

Don’t miss out, tune in!

 

Watch The Full Episode on Youtube Here:

 

During this episode, you will learn about:

[01:18] Meet our guest: Aaron Laranetto

[01:36] Aaron’s background

[04:43] https://sixpointfp.com/

[05:33] How Aaron got into the financial services space

[08:33] How he got his first client

[11:54] Aaron’s comparative experience: Working with a Brokerage Firm vs. an Insurance Firm

[16:30] What prompted Aaron to become an independent advisor?

[19:49] Aaron’s advice to his 22-year-old self

[23:13] Who are the clients that Aaron is currently working with, and how is he assisting them?

[25:25] Where is Aaron currently located?

[27:09] The 2 common things that people often miss in their retirement plan journey

[31:02] Connect with Aaron Laranetto

Website: https://sixpointfp.com/

Email: alaranetto@sixpointfp.com

LinkedIn: https://www.linkedin.com/in/aaron-laranetto-ab87a9bb/

Key Takeaways:  

  • “Financial planning is more than just making a good living for yourself; it’s about building relationships.” ~Aaron Laranetto [20:20]
  • Having confidence in yourself and your work significantly enhances your effectiveness as an advisor.. [21:22] 
  • The more time you have to invest, the more time you will give your money to work for you. [29:14]

Book Time with David Pulcini:

Connect with David Pulcini:

Connect with Aaron Laranetto:

 

 

View The Full Episode Transcript Here

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