Advisor Success Series
By Freedom Investment Management, Inc.
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Category: Investing
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Episodes: 83
Description
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.
| Episode | Date |
|---|---|
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The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research
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Mar 27, 2024 |
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Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management
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Feb 27, 2024 |
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Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds
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Dec 15, 2023 |
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Addressing Factor Investing Research With Wes Crill of Dimensional Funds
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Nov 16, 2023 |
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Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco
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Oct 16, 2023 |
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Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers
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Sep 28, 2023 |
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The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital
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Aug 09, 2023 |
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Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs
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May 16, 2023 |
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So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine
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Mar 27, 2023 |
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What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management
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Feb 24, 2023 |
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Kicking off our 2023 season discussing investment industry trends with VettaFi
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Jan 26, 2023 |
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Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust
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Dec 21, 2022 |
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How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani
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Oct 05, 2022 |
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Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O’Connor
|
Sep 06, 2022 |
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Addressing Investor Misconceptions in the Midst of Market Volatility: A Conversation with Wes Crill, Dimensional Funds
|
Jul 21, 2022 |
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Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO
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Jun 13, 2022 |
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Discussing Advisor Client Communication Challenges with Dimensional Funds’ Wes Crill
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May 06, 2022 |
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Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement
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Apr 08, 2022 |
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Navigating the Risks in Emerging Market Debt – A Conversation with American Century’s Joyce Huang
|
Mar 25, 2022 |
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Flash Podcast: A Post Fed Meeting Discussion with Mike Green from Simplify ETFs
|
Mar 17, 2022 |
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Building Bridges to the Digital Asset Ecosystem? Catching Up with Dave Nadig, ETF Trends
|
Feb 10, 2022 |
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"Not So Fast!” – A Conversation with Nancy Davis, CIO Quadratic Capital Management
|
Jan 27, 2022 |
|
ESG- Where Investing Meets the Real World
|
Dec 09, 2021 |
|
What is FLX Distribution? A Conversation with Jillian DelSignore, CIMA - Managing Director, Head of ETFs & Indexing at FLX Distribution
|
Nov 18, 2021 |
|
What’s the Latest Buzz in ETF Land? Catching up with Nate Geraci
|
Oct 25, 2021 |
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Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors
|
Sep 17, 2021 |
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Retirement Planning, Decision Making, and Dealing with the Unexpected
|
Sep 03, 2021 |
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A Look at the Regulatory Landscape with Korrine Kohm
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Jul 13, 2021 |
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Inflation: How I Stopped Worrying and View It as Transitory
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Jul 09, 2021 |
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Sustained Investing: A Conversation About Water Technology with Global X
|
Jun 03, 2021 |
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Yes, Dividends Still Matter – A Conversation with 3D/L Capital Management Co-CIO Nathan Eigerman
|
Apr 28, 2021 |
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Discussing Trade-Offs in Sustainability Investing – A Conversation with Will Collins-Dean, Senior Portfolio Manager at Dimensional Funds
|
Mar 23, 2021 |
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Catching Up with Jason Bloom, Head of Fixed Income and Alternatives ETF Product Strategy at Invesco
|
Mar 09, 2021 |
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A Conversation with Dave Nadig of ETF Flows
|
Feb 04, 2021 |
|
“The Digital Asset Revolution” – A Conversation with Ric Edelman, RIA Digital Assets Council
|
Jan 22, 2021 |
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Perspectives on Behavioral Investment Counseling
|
Dec 11, 2020 |
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A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report
|
Dec 09, 2020 |
|
PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income
|
Nov 06, 2020 |
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After the COVID-19 Recovery, What’s Next for Commodities? A Conversation with Robert Minter, Aberdeen Standard Investments
|
Oct 01, 2020 |
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Late-Stage Private Capital Investment Opportunities – A Conversation with Christian Munafo, CIO of SP Investment Management
|
Sep 08, 2020 |
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Catching Up with Bob DeRochie, First Trust Advisors, for an Update on the Fixed Income Markets
|
Jul 29, 2020 |
|
Catching up with ETF Industry Veteran Chris Hemstead
|
Jun 25, 2020 |
|
State of the Municipal Bond Market During the Coronavirus Pandemic: A Conversation with Richard Taormina, Head of the Tax-Aware Strategies at JPMorgan Asset Management
|
May 20, 2020 |
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Communicating your Value with Andy McFetridge from John Hancock Investment Management
|
May 07, 2020 |
|
A Discussion with Goldman Sachs on the Current State of ETF Capital Market Pricing Following the March Bear Market
|
Apr 24, 2020 |
|
Coronavirus Infection of the Bond Markets: Making Sense of the Disruptions Seen Across Fixed Income Pricing and Liquidity
|
Mar 26, 2020 |
|
A Conversation with WisdomTree: Positioning for the Oncoming Digital Asset Disruption of Financial Services
|
Mar 16, 2020 |
|
3D at Inside ETFs 2020
|
Feb 11, 2020 |
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A Discussion with Dimensional Fund Advisors (“DFA”) on a Data-Driven Approach to Sustainability Investing
|
Jan 16, 2020 |
|
“Investing for Relative Value Amidst an Uncertain Global Growth Outlook” – A Conversation with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors
|
Dec 20, 2019 |
|
"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors
|
Nov 15, 2019 |
|
Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise
|
Oct 22, 2019 |
|
U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke
|
Oct 03, 2019 |
|
A Conversation with Brian Cooper of ProAdvisor Coach
|
Aug 30, 2019 |
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A Conversation with Motif: Investing in the Next Wave of Innovation
|
Aug 13, 2019 |
|
Gold and Cash: A Conversation with Rich Farr, Merion Capital Group
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Jul 17, 2019 |
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Navigating China’s Market with Brendan Ahern, CIO of Kraneshares ETFs
|
Jun 18, 2019 |
|
A Conversation with Phil Bak, CEO Exponential ETFs
|
May 21, 2019 |
|
Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth
|
May 14, 2019 |
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A Conversation with Larry McDonald from the Bear Traps Report
|
Apr 25, 2019 |
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Strengthening your Financial Planning Processes with Charts and Checklists
|
Mar 20, 2019 |
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A Conversation with SPDRs: Positioning Around the Business Cycle
|
Mar 19, 2019 |
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Keys to Success Within an Advisory Practice
|
Mar 08, 2019 |
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3D at the 2019 Inside ETFs Conference Part 2
|
Feb 26, 2019 |
|
3D at the 2019 Inside ETFs Conference Part 1
|
Feb 25, 2019 |
|
Following Up with Tom Psarofagis from Bloomberg Intelligence: 2019 Outlook for the ETF Landscape
|
Jan 16, 2019 |
|
Driving Growth and Building Brand Value - A Conversation with Chris Shea, CFA of CataMetrics
|
Jan 15, 2019 |
|
Understanding Fixed Income Risk Premiums: Perspectives from Dimensional Fund Advisors (DFA)
|
Jan 07, 2019 |
|
Managing Tactical, Risk Averse Portfolios – A Conversation with Lee Capital Management
|
Nov 29, 2018 |
|
Q3 Recap and Market Outlook Update with John Davi
|
Nov 06, 2018 |
|
Stay the course – A conversation with dimensional fund advisors on risk-based factor investing
|
Sep 28, 2018 |
|
Enhancing your practice with tech
|
Sep 18, 2018 |
|
Innovations in Sector-Based Indexing
|
Aug 28, 2018 |
|
Plan4Life: Educating Financial Advisors for the Future
|
Aug 20, 2018 |
|
Assessing the ETF Landscape
|
Jul 30, 2018 |
|
Macro Landscape for Emerging Market Investing
|
Jul 02, 2018 |
|
Building Your Practice with Retirement Income
|
Jun 12, 2018 |
|
Traditional Active Management Still Alive and Well: Perspectives from a Fundamental Portfolio Manager
|
May 30, 2018 |
|
Making the Transition from Sell-Side Strategist to Buy-Side Model Builder
|
May 07, 2018 |
|
Sales and Services Philosophy From an Industry Veteran
|
Apr 30, 2018 |
|
Impact of High Equity Valuations on Safe Retirement Withdrawal Rates Discussion
|
Mar 21, 2018 |
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Insights Into Energy Infrastructure Investing (Recorded 02/14/2018)
|
Mar 06, 2018 |
|
Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)
|
Mar 06, 2018 |