From Insurance Broker Dealer to the RIA World: The Evolution of an Independent Practice

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

David Pulcini of SixPoint Financial Partners discusses the value of being a student of the industry and how that helped him to pave a new path from insurance broker dealer to independent broker dealer, and ultimately on to hybrid RIA, RFG Advisory.

Episode metadata supplied by the publisher feed · Published Apr 6, 2023

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From Insurance Broker Dealer to the RIA World: The Evolution of an Independent Practice

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This episode was published on April 6, 2023.

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