Tag: Clients
Revealing the Unexpected and Unexplained While Working With a Financial Advisor with Matt Halloran, Podcasting Expert, CRO, & Co-Founder of ProudMouth (Ep.41)

Revealing the Unexpected and Unexplained While Working With a Financial Advisor with Matt Halloran, Podcasting Expert, CRO, & Co-Founder of ProudMouth (Ep.41)

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Trying to navigate the financial world can be extremely challenging.

Because of this, a lot of people turn to financial advisors for help with reaching their financial goals. But what should you expect while working with an advisor?

In this episode, David Pulcini sits down with Matt Halloran, CRO and co-founder of ProudMouth, to talk about the benefits of working with an advisor you trust, the importance of proactive communication with clients, and the four things a client should expect from their advisor.

David and Matt discuss:

  • Matt’s background in podcasting and in the financial industry
  • The problem with the public’s perception of financial advisors (and why it needs to be corrected)
  • How often you should actually expect to hear from your advisor
  • Different types of communication advisors can use to reach their clients
  • Podcasting listening tips and why Matt sees so many advisors have success when they incorporate podcasting into their company
  • And more

Resources:

LinkedIn: Kirk Lowe

Book Time with David Pulcini:

Schedule a Call

Connect with David Pulcini:

Connect with Matt Halloran:

About our Guest: Matt got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert.  More recently, Matt has added podcasting to that list.

Matt’s first book, “The Social Media Handbook for Financial Advisors,” available on Amazon, was a big hit. He’s been leading the social wave in financial services for years – teaching top advisors how to be human in an oftentimes inhuman industry. His second book, “99 Best Ideas”, was an Amazon bestseller filled with marketing ideas.

Matt has served in the Navy, is a trained therapist, been a radio host, and worked as a financial professional in his list of accomplishments. Matt’s breadth of hands-on experience positions him superbly to help financial professionals build the marketing side of their practices.

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Episode 16: The Importance of Proper Medicaid Planning With Ken Kraus — Part 1

Episode 16: The Importance of Proper Medicaid Planning With Ken Kraus — Part 1

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Now more than ever, people are concerned about their financial health and wellness, and whether they will be protected if an unexpected crisis should occur. But for many, understanding the Medicaid eligibility rules can be even more complicated. 

In part one of this mini-series, David Pulcini speaks with attorney Ken Kraus about the importance of proper Medicaid planning. David and Ken walk you through some of the initial steps you need to take to ensure your financial safety in the event of a crisis.

David and Ken discuss: 

  • What Medicaid is and how an attorney can help you with the benefits
  • What you can do to protect your assets from unexpected costs that come with crises
  • The difference between reactive and proactive planning
  • The importance of proper financial planning when it comes to applying for Medicaid
  • And so more valuable information you need to know! 

Resources:

 Connect with David Pulcini: 

About our Guest: Kenneth R. Kraus is a partner of the firm Evans Fox, and a graduate of the SUNY at Buffalo Law School and a graduate of Canisius College in Buffalo, New York. Ken is an active member of the Trust and Estates and Elder Law Sections of the New York State and Monroe County Bar Associations, the Estate Planning Council of Rochester, NY, and the National Academy of Elder Law Attorneys, Inc. 

Ken works with families to help them understand the complexities of long-term care financing, including Medicare, Medicaid, home care and nursing home planning. Ken helps individuals and families prepare their estate plan, including Wills, asset protection Trusts, Supplemental Needs Trusts (SNTs), Powers of Attorney and Health Care Proxies. He also assists with the probate process including the preparation of income, fiduciary, gift and estate tax returns and the sale of real estate.

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Episode 15: The Ultimate Guide to 403(b) Plans — With Matt Drummond

Episode 15: The Ultimate Guide to 403(b) Plans — With Matt Drummond

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What is a 403(b) plan and how does it work?

Find out with David Pulcini and guest Matt Drummond, national sales director at PCS Retirement, LLC, as they answer your questions and concerns about 403(b) plans and share the most common mistakes their clients make when planning for retirement!

In this episode, you’ll learn:

  • The answers to your commonly asked questions about 403(b) plans
  • Common mistakes clients make in 403(b) plans
  • Potential 403(b) plan horror stories
  • Trends and shifts in 403(b) plans
  • And more!

Tune in to discover more about 403(b) planning today!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | Connect with Matt Drummond on Linkedin | Matt’s Email

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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