Purchasing Practices Part 1: Our Process With Joe Prestigiacomo, CFP® (Ep. 68)
Are YOU prepared for retirement? A lot of financial advisors aren’t.
In this episode, David Pulcini brings on Joe Prestigiacomo, CFP®, Partner at Six Point Financial, to talk about the importance of succession planning for financial advisors. They explain the process of transitioning a financial practice and emphasize the benefits of partnering with an independent firm. Joe and David also discuss the timeline and financial aspects of the transition, as well as the importance of maximizing earnings and minimizing taxes.
David and Joe discuss:
- Why it’s important for advisors to have a succession plan
- The benefits of partnering with a real team outside of a captive firm or wirehouse
- The 6-stage timeline for advisors interested in selling their businesses to Six Point Financial Partners
- And more
Resources:
Book Time with David Pulcini:
Connect with David Pulcini:
- info@sixpointfp.com
- SixPoint Financial
- (585) 406-4645
- LinkedIn: David Pulcini
- LinkedIn: SixPoint Financial
- Twitter: SixPoint Financial
- Facebook: SixPoint Financial
Connect with Joe Prestigiacomo
About our Guest:
Joe Prestigiacomo, CFP®, Partner at Six Point Financial, began his career in the financial services industry in 2012, and today he provides comprehensive financial guidance to clients. Joe focuses on developing retirement income strategies and personalized risk management assessments and solutions. Along with his knowledge and experience, his commitment to an outstanding level of client service is an integral part of the practice that he prides himself on. By developing a deep understanding of his clients’ individual situations, Joe is able to help them make well-informed financial decisions with confidence.
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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