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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. 2021
  3. 07

A Look at the Regulatory Landscape with Korrine Kohm

Jul 13, 2021

In this episode, Matt Shute is joined by Korrine Kohm of Compliance Solution Strategies. They discuss the regulatory climate, new updates, marketing, and what is in store for advisors and advisory practices going forward. Korrine currently holds the position of Director of Retail Wealth Manager Services for

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Inflation: How I Stopped Worrying and View It as Transitory

Jul 9, 2021

In this episode, we have the pleasure of catching up with David Braun, Senior Portfolio Manager at Pacific Investment Management Company (PIMCO).  Inflation has emerged as one of the key risks to the market narrative as it remains top of mind by many Americans as expressed in recent polling.  We discuss...

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