The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


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

April 06, 2023

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.


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