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This week we enjoy one of our chapter’s many success stories. Marc Freedman of Freedman Financial shares his story and that of his firm. With great candor and detail, Marc shares insights into their financial planning approach, marketing...
This week we enjoy one of our chapter’s many success stories. Marc Freedman of Freedman Financial shares his story and that of his firm. With great candor and detail, Marc shares insights into their financial planning approach, marketing techniques, and team composition. Hear how they have handled communications during market declines and the Coronavirus. Also, Chris and his AMR team share an overview of the CARES Act. Happy Easter & Passover to listeners.
