Hosted by Freedom Investment Management · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
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.
Freedom Investment Management hosts Advisor Success Series, a business show with 100 episodes published.
In this episode, we have the pleasure of speaking with Som Priestly, Head of Multi-Asset Solutions at T. Rowe Price. Som discusses their approach to market positioning, emphasizing the importance of being both realistic
Continuing our special series on post retirement income planning, we sit down with Sheryl O'Connor (CEO and co-founder of IncomeConductor) and Phil Lubinski (CFP, co-founder, former retail advisor specializing in retiree
In this episode, we are please to be joined by Sam Rines, Macro Strategist at WisdomTree. Sam shares his career journey from working at several hedge funds to joining WisdomTree as their macro strategist. We discuss how
In this episode, we welcome back Dave Nadig, fresh from a brief retirement and now President of ETF.com. Dave is an industry stalwart, having seen the industry through decades of ETF product development and transformatio
In this episode, we are pleased to be joined by first time guest, JoAnne Binaco, Partner and Senior Investment Strategist at BondBloxx ETFs. Recorded in early October 2025, we discuss the recent headlines around high pro
In this episode, we have the pleasure of speaking with David Blanchett and Daniel Gutman from Prudential Investment Management and Prudential Retirement Services, respectively. We discuss recent innovations within the in
Welcome back to the Advisor Success Series Podcast. After a brief hiatus, we are pleased to be joined by Jeremy Schwartz, CIO of WisdomTree Investments. In this episode, we cover the expanding scope of WisdomTree's knowl
In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volat
In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Advisors to discuss the latest performance challenges for the Fama/French factor premium framework, namely small cap value wit
In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, as we explore the firm's 2025 outlook for thematic investing. Key topics include opportunities driven by a lower i
In this episode, we are joined by Massimo Santicchia, Co-Founder of Alpha Quant specializing in systematically-managed portfolios using a quantitative approach. We discuss the current environment where U.S. large caps ha
In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment Strategy at DWS Asset Management. Chad provides an update on the federal tax-exempt bond market, which includes issuers s
In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a shar
In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets throug
In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the
In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio
In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and internat
In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust
As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed
In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to conside
Dave Nadig
President & Director of Research · ETF Trends
1 appearance on this show
David Blanchett
Managing Director, Portfolio Manager, and Head of Retirement Research · Prudential Investment Management
1 appearance on this show
Jeremy Schwartz
Chair of Sustainable Transformation Practice · WisdomTree Investments
1 appearance on this show
Jay Jacobs
founder of Rapid Manufacturing and Co-Founder of Paperless Parts · Rapid Manufacturing
1 appearance on this show
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Advisor Success Series is hosted by Freedom Investment Management. The show is categorised under business (investing) and has published 100 episodes.
Advisor Success Series has published 100 episodes.
Advisor Success Series regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Advisor Success Series average 31 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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