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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. 05

A Conversation with Phil Bak, CEO Exponential ETFs

May 21, 2019

On this episode, Ben Lavine sits down with Phil to discuss his perspectives on some of the hot issues facing the markets as well as how an independent ETF provider can remain competitive in a sea of big box providers.

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Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth

May 14, 2019

On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession...

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