[PEABODY, MA] — [August 22, 2019] – Marc Freedman, CFP®, financial planner at Freedman Financial, recently attended LPL Financial’s Focus 2019 conference, one of the financial advice industry’s premier events and the largest annual conference hosted by LPL Financial. Freedman joined a select group of LPL Financial advisors invited to present at the conference, which was held in San Diego.
More than 4,000 independent financial advisors and staff attended this year’s Focus to learn new strategies and skills, hear from industry leaders on a variety of topics, network with peers and discuss trends in the financial advice space.
In Freedman’s session, he provided best practices in managing an efficient practice, sharing his firm’s experience operating a highly systematized and digitized practice.
“Our clients are our priority, and that extends beyond just getting to know them and their needs,” Freedman said. “It means that we adopt business policies and procedures so that we can be efficient and compliant, making it easy to stay focused on providing advice and giving our clients the attention and support they deserve.”
Freedman has been providing “Financial Advice in a Language You Can Understand”® to individuals and families in the Peabody area since 1968. Freedman Financial serves 450 households, with 90% of its clients living or having roots within 10 miles of the office.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
LPL.com
If you would like more information about Freedman Financial, please contact Jodi Deldon, Director of First Impressions at 978-531-8108, jodi@freedmanfinancial.com or www.freedmanfinancial.com
Freedman Financial is a separate entity from LPL Financial.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Freedman Financial, a registered investment advisor and separate entity from LPL Financial.
*Based on total revenues, Financial Planning magazine, June 1996-2019
###
Tracking #1-864315
FOR IMMEDIATE RELEASE [PEABODY, MA] — February 17, 2021 – Marc Freedman of Freedman Financial was recently ranked No. 18 in Massachusetts* in Forbes’ annually published Best-In-State Wealth Advisors. According to Forbes, the annual list highlights over 5,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated...
View More
*LIVE THIS WEEK VALENTINE’S EDITION* This week Marc is joined by his wife Laura. Marc and Laura discuss the answers to: * 1 * What’s the one thing you’ll spend money on and never worry about the price? * 2 * What’s one thing you’d never spend money on, yet...
View More
#DidYouKnow It is estimated we’ll consume 1.4B wings today. On today’s show, Marc asks if you know what money goes out and comes into your home every month? Most couples underestimate. And many couples do not have equal knowledge. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc...
View More