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Advisor Success Series

Advisor Success Series

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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Recent Episodes

  • Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS

    2 weeks ago

  • Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds

    3 months ago

  • Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management

    4 months ago

  • A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors

    5 months ago

  • Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management

    5 months ago

  • Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors

    6 months ago

  • The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research

    8 months ago

  • Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management

    9 months ago

  • Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds

    11 months ago

  • Addressing Factor Investing Research With Wes Crill of Dimensional Funds

    1 year ago