SixPoints Financial Partners wants you to know exactly where you stand and how they can help before you pay them a single dollar.
That’s why they created their ‘Think About It’ process.
In today’s episode, David Pulcini introduces the ‘Think About It’ process and the six steps it includes to provide you with the framework you need for making an informed decision about working together.
In this episode, you will learn:
- Why the ‘Think About It’ process was created
- The six-step process prospective clients go through
- About the secret seventh step
- David’s philosophy on how clients and advisors should work together
- And more!
Tune in now to learn how SixPoint’s ‘Think About It’ process can help you decide whether they will be the best fit for you!
Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Six Point Financial is not affiliated with APFS and APA.This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.