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Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again Thumbnail

Episode 8: Think You Don’t Need a Financial Advisor? Here’s Why You Better Think Again


Do you believe that you don't need a financial advisor? 

That just might be true. After all, you're smart. You're savvy. You know about the latest happenings in the market. So, why bother paying someone to manage things for you?

In today’s episode, David Pulcini puts your financial knowledge to the test with 17 questions you should know the answers to if you want to efficiently manage your own money. If you can’t answer any of these questions, don’t worry! That’s where financial advisors like David can help.

In this episode, you’ll learn:

  • How financial advisors keep you on top of your entire financial picture
  • The type of action items David gives to his clients between meetings
  • What to expect from your financial advisor
  • How financial advisors can really help you
  • And more!

Tune in to find out if you can really go without a financial advisor!

Resources: Connect with David on Linkedin | SixPoint Financial Partners Episode 4 — 10 Questions You Should Be Asking Your Financial Professional


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.