DiscoverDear Rochester, Retire WellFinancial Planning in a Digital Era (Ep. 48)
Financial Planning in a Digital Era (Ep. 48)

Financial Planning in a Digital Era (Ep. 48)

Update: 2022-09-14
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With the rise of the internet and social media, financial advice has never been easier to find but there is such a thing as too much advice.


It’s hard to know what’s best for your money and you don’t want to make a mistake that could cost you dearly in the future.


In this episode, David Pulcini answers the question “what do financial advisors do all day” along with the risks you’re taking by attempting a financial plan on your own. He breaks down what the process looks like for new advisors and more.


David discusses: 



  • Why too much financial advice can cloud your needs

  • The added value having an advisor has to your financial success

  • And more


Resources:



Book Time with David Pulcini:



Connect with David Pulcini: 



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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Financial Planning in a Digital Era (Ep. 48)

Financial Planning in a Digital Era (Ep. 48)

David Pulcini