11-26-2024 Dollars and Sense, Financial Advice With A Cherry On Top! episode artwork

EPISODE · Nov 26, 2024 · 10 MIN

11-26-2024 Dollars and Sense, Financial Advice With A Cherry On Top!

from Dollars & Sense · host Dollars & Sense

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 

Episode metadata supplied by the publisher feed · Published Nov 26, 2024

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11-26-2024 Dollars and Sense, Financial Advice With A Cherry On Top!

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