How We Make The Client Experience Worth It

04/12/2025 11 min Episodio 463
How We Make The Client Experience Worth It

Listen "How We Make The Client Experience Worth It"

Episode Synopsis

In today’s special episode of the show, Marc and Marion are LIVE from Putnam’s Pantry once again for our annual client event. In between enjoying some ice cream and sweets, the duo spends some time breaking down Freedman Financials’ “72 points of contact”, which includes our weekly newsletter, quarterly webinars and much more.
Whether you’re a client of ours or not, this is a great chance to get familiar with what it looks like to do life with Freedman Financial.
 
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 #: 832501
 
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