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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.

Aug 30, 2019

On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisors and teams. Brian discusses ProAdvisors' keys to success for advisors and how they approach problem areas to bring the most out of any practice.  

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Aug 13, 2019

In this episode, we sit down with Hardeep Walia, founder and CEO of Motif.  Hardeep discusses Motif’s approach for applying artificial intelligence, natural language processing, and deep data analytics to build global thematic indices tied to the Next Wave of Innovation.  This podcast highlights the...