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 emphasis 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


Content here is for illustrative and educational purposes 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. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

This commentary reflects the personal opinions, viewpoints and analyses of Six Point Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Six Point 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 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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