Patrick Pistor, MBA

Patrick Pistor, MBA Helping Central Texas businesses keep more of their hard-earned money by cutting unnecessary credit card processing fees. Equal Opportunity Employer – M/F/D/V.

I offer honest savings, simple solutions, and personal support whenever you need it. NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or

websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

🧰 CRM Tool Highlight: Task AutomationSet it, forget it, crush your day. 💼Our CRM automates repetitive tasks like:🗓️ Meet...
10/15/2025

🧰 CRM Tool Highlight: Task Automation
Set it, forget it, crush your day. 💼
Our CRM automates repetitive tasks like:
🗓️ Meeting scheduling
📧 Follow-up emails
✅ Lead status updates
Time = money. Save both.

📈 Scale Without the ChaosAs your business grows, so should your systems.Our CRM grows with you — from solo entrepreneur ...
10/13/2025

📈 Scale Without the Chaos
As your business grows, so should your systems.
Our CRM grows with you — from solo entrepreneur to full sales team. 🚀
Start organized, stay organized.

🧠 CRM = Customer Relationship ManagementBut really, it means:✔️ More time✔️ More clarity✔️ More sales✔️ Less stressAll i...
10/09/2025

🧠 CRM = Customer Relationship Management
But really, it means:
✔️ More time
✔️ More clarity
✔️ More sales
✔️ Less stress
All in one dashboard. 🎯

💡 CRM Fact of the DayBusinesses that use CRM systems see a 29% increase in sales on average! 📊Still managing customer da...
10/08/2025

💡 CRM Fact of the Day
Businesses that use CRM systems see a 29% increase in sales on average! 📊
Still managing customer data on sticky notes? 😅
Let’s upgrade that.

😂 CRM Humor BreakSales rep: “I don’t need a CRM.”CRM: Silently remembers every detail about your 300 leads 🤖Trust the te...
10/06/2025

😂 CRM Humor Break
Sales rep: “I don’t need a CRM.”
CRM: Silently remembers every detail about your 300 leads 🤖
Trust the tech. It’s got your back.

🤯 Did You Know?80% of customers say the experience a company provides is just as important as its products.Your CRM = Yo...
10/02/2025

🤯 Did You Know?
80% of customers say the experience a company provides is just as important as its products.
Your CRM = Your Superpower 💥
Deliver better service, faster.

Summer is finally here! We hope yours is filled with lots of sun, fun and relaxation.
06/20/2024

Summer is finally here! We hope yours is filled with lots of sun, fun and relaxation.

We wish dads everywhere a very Happy Father’s Day spent with loved ones.
06/16/2024

We wish dads everywhere a very Happy Father’s Day spent with loved ones.

It’s graduation season! We celebrate students on this milestone and honor the educators who instructed and supported the...
06/10/2024

It’s graduation season! We celebrate students on this milestone and honor the educators who instructed and supported them on this journey to pursue the possibilities.

When you take withdrawals from savings in retirement, the amounts you net are greater when they’re tax free. Asset loca...
06/04/2024

When you take withdrawals from savings in retirement, the amounts you net are greater when they’re tax free. Asset location strategies can help maximize retirement income by potentially reducing the tax you’ll pay – whether you’re in the lowest 10% tax bracket or the highest at 37%.

Contact me for more information.

Taxes may significantly impact your retirement. Learn how 401k's, life insurance, IRA's, annuities, 403b's and other retirement products can be allocated to help reduce taxes.

Address

New Braunfels, TX
78130

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12104531581

Website

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