Ask the Advisor: Marc Freedman

Send us Fan MailMarc 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 portfoliosStories of  good and bad wholesalersHis favorite resources from the asset managers he works withhttps://www.freedmanfinancial.com/https://www.northshore1049.com/show/dollars-and-sense-with-marc-freedman/Support the show