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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.

  1. All Episodes
  2. 2019
  3. 03

Strengthening your Financial Planning Processes with Charts and Checklists

Mar 20, 2019

On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner. 

Check him out here: https://www.fppathfinder.com/ 

As an added bonus, Mike sent over...

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A Conversation with SPDRs: Positioning Around the Business Cycle

Mar 19, 2019

We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors.  Matt shared with us some new research into sector-based investing from their business cycle analysis, using the Conference Board’s Leading Economic Indicators (LEI). 

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Keys to Success Within an Advisory Practice

Mar 8, 2019

For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA Financial. Matt is the Chief Business Development Officer at USA Financial, and head of the Coaching & Consulting division. This episode dives into advisory best-practices for a wide arrange of topics including...

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