Description

Send us a text

Marc Freedman, owner of Freedman Financial (LPL) joins the show and talks about his career, his fee-based business, and his experience interacting with wholesalers. Some topics we cover include:

• Areas of focus during a 60 minute client meeting 
• Importance (or lack there of) of investment managers in his client's portfolios
• Stories of  good and bad wholesalers
• His favorite resources from the asset managers he works with

https://www.freedmanfinancial.com/
https://www.northshore1049.com/show/dollars-and-sense-with-marc-freedman/

Support the show