Tag: #financialadvice

Leading by Design w/ Dave Pearlman

Leading by Design w/ Dave Pearlman

In this episode of Dear Rochester, Retire Well, host Dave Pulcini sits down with Dave Pearlman, a 30-year veteran of the tech industry, to discuss his fascinating journey through Microsoft, Adobe, and beyond. From his small-town beginnings and military service to his rise as a leader in technology and education, Dave shares the lessons he’s learned along the way about personal branding, career growth, and the importance of saying “no.”

Highlights of this episode include:

  • The evolution of Dave’s career from Microsoft to Adobe.
  • How personal branding and social media can elevate your career.
  • Key insights into balancing family, work, and faith.
  • The role of AI in revolutionizing industries, from HR to content creation.
  • A sneak peek into Dave’s upcoming book, filled with real-world advice for navigating life and business.

If you’re looking for inspiration to build your career, improve efficiency, or explore the potential of AI, this episode is for you. Don’t miss Dave’s candid stories and actionable tips!

👉 Subscribe now for more insights on retiring well, building wealth, and creating a life you love.

Contact Six Point Financial Partners for personalized financial advice:
📞 585-485-6048
✉️ dpulcini@sixpointfp.com

Make it a great day!

Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd

Profting From Probate: A Deep Dive Into Probate Leads w/ Connor Boyd

🎧 Podcast with Connor Boyd: Unlocking Probate Real Estate Opportunities | NYSProbateLeads.com

 

In this episode, we sit down with Connor Boyd, the founder of NYSProbateLeads.com, to explore the often-overlooked world of probate real estate. Connor shares his journey, insights, and strategies for finding and capitalizing on probate properties in New York State. Learn how NYSProbateLeads.com can give real estate investors a competitive edge by providing access to exclusive probate property leads. Whether you’re an experienced investor or new to the game, Connor’s expertise offers valuable takeaways for everyone.

 

🔔 Don’t forget to subscribe and hit the notification bell to catch this episode live tomorrow at 9 AM on all major podcast platforms and YouTube!

 

Topics Covered:

What is probate real estate?

How to find profitable probate leads Connor’s journey and the creation of NYSProbateLeads.com

Tips for real estate investors

 

📌 Watch the full episode here and dive into the world of probate real estate! #ProbateRealEstate #RealEstateInvesting #Podcast #ConnorBoyd #NYSProbateLeads #InvestingTips #RealEstateOpportunities

 

Interested in discussing your financial planning needs with me? Please reach out to me directly at dpulcini@sixpointfp.com

Check out our website: www.sixpointfp.com:

Disclosure:

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither SixPoint Financial Partners, Private Client Services, nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of SixPoint Financial Partners. They do not necessarily represent those of Private Client Services, RFG Advisory, their employees, or their clients. This commentary should not be regarded as a description of advisory services provided by SixPoint Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”) a registered investment advisor. Private Client Services, SixPoint 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.