11-26-2024 Dollars and Sense, Financial Advice With A Che...

What this episode covers

How often does your financial advisor communicate with you? In today’s special episode of Dollars & Sense on-site at Putnam Pantry, Marc and Marion discuss what they call the “72 points of communication” at Freedman Financial. Since 2009, the firm has committed to communicating frequently with clients through a weekly newsletter, webinars, events and much more. Listen along to hear the philosophy behind this and why client communication is a core pillar of the Freedman Financial business. A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you. Tracking #: 661591 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

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Frequently Asked Questions

How long is this episode of Dollars & Sense?

This episode is 10 minutes long.

When was this Dollars & Sense episode published?

This episode was published on November 26, 2024.

What is this episode about?

How often does your financial advisor communicate with you? In today’s special episode of Dollars & Sense on-site at Putnam Pantry, Marc and Marion discuss what they call the “72 points of communication” at Freedman Financial. Since 2009, the firm...

Can I download this Dollars & Sense episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.