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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

  • Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors

    4 months ago

  • Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors

    6 months ago

  • Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock

    8 months ago

  • Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant

    9 months ago

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

    10 months ago

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

    12 months ago

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

    1 year ago

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

    1 year ago

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

    1 year ago

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

    1 year ago