Podcast
Advisor Success Series
Hosted by Freedom Investment Management, Inc. · EN
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.
100episodes
Episodes
Newest firstAll episodes
A Conversation with Brian Cooper of ProAdvisor Coach
Aug 30, 201900:27:26Tap to summarizeOn 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. For your free MindScan review- Text 79-79-79, or email Brian directly at Brian@ProAdvisorCoach.com ! https://proadvisorcoach.com/
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A Conversation with Motif: Investing in the Next Wave of Innovation
Aug 13, 201900:33:16Tap to summarizeIn 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 increased systematization of the asset management industry by advancements in artificial intelligence and big data processing.
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Gold and Cash: A Conversation with Rich Farr, Merion Capital Group
Jul 17, 201900:37:32Tap to summarizeIn this episode, Rich Farr, Chief Market Strategist at Merion Capital Group, shares his latest market and macroeconomic outlooks. Listen to why Rich is cautious in the near-term about stocks and credit pricing. Although he is not forecasting a recession, he believes gold and cash are preferable to taking on further equity and fixed income risk.
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Navigating China's Market with Brendan Ahern, CIO of Kraneshares ETFs
Jun 18, 201900:32:37Tap to summarizeOn this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China's growing economy. Brendan also shares some counterpoints to some bear market arguments concerning China's sensitivity to a slowdown in global trade activity and China's ability to manage its significant debt levels.
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A Conversation with Phil Bak, CEO Exponential ETFs
May 21, 201900:30:36Tap to summarizeOn 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, 201900:32:03Tap to summarizeOn 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 planning, and technology. To learn more about IncomeConductor, visit- https://www.incomeconductor.com/
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A Conversation with Larry McDonald from the Bear Traps Report
Apr 25, 201900:43:20Tap to summarizeWe are pleased to be joined by Larry McDonald, New York Times bestselling author and CNBC contributor. Larry is the founder of 'The Bear Traps Report', an investment newsletter focused on Political and Systemic Risk with actionable trade ideas and Macro perspective. We discuss with Larry some of the hot macro investment topics covering China, Brazil, Brexit, the U.S. Federal Reserve, reflation versus recession, and the state of the fixed income markets. Larry also reveals where he believes the next bear market will likely emerge from. https://www.thebeartrapsreport.com/
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Strengthening your Financial Planning Processes with Charts and Checklists
Mar 20, 201900:26:09Tap to summarizeOn 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 a couple of samples Here and Here.
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A Conversation with SPDRs: Positioning Around the Business Cycle
Mar 19, 201900:25:51Tap to summarizeWe 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, 201900:35:02Tap to summarizeFor 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 seminar marketing, introductions, and many more. Be sure to check out Matt's podcast called the Advisor Elevation Podcast here: https://advisorelevation.com/podcast/
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