Building Long-Term Equity in Your Practice

    Today you are running your own practice as an independent advisor and no doubt enjoying all of the benefits that entails – the freedom to be your own boss and serving you... Learn more

    Your Client Experience: 7 Expectations Your Clients Assume You Will Provide

    When examining your client experience, think about it from their perspective. What are they looking for from their financial advisor? Of course, they want an advisor with... Learn more

    How to Most Effectively Use Your Time

    If you’re like most advisors, you probably wish you could manufacture more of your most precious resource – your time. Are you constantly asking, “Where did the day go?” ... Learn more

    Time Management Strategies: Decluttering Your Email

    No doubt you are like 99.9% of all financial advisors scrambling to find more hours in every day. Now think about how much time you spend on emails…reading them, writing ... Learn more

    Why Outsource Rather Than Hire?

    It is often said that great businesses have great teams. They work together in harmony toward a common goal and can achieve great things, together. Increasingly, members ... Learn more

    Outsourcing Portfolio Construction

    As an experienced financial advisor, you know that managing a client’s wealth requires more than merely setting goals. Your clients’ success requires professional portfol... Learn more

    Operations and Administrative Tasks Got You Down?

    Freedom Advisors has you covered with a cutting-edge system and a staff of skilled professionals at your service. Outsourcing non-advisory activities to a turnkey asset m... Learn more

    Dividends: the Good and the Bad

    Stocks can provide two sources of returns: dividend payouts and stock price appreciation. An income portfolio typically consists of at least some dividend-paying stocks. ... Learn more

    Modern Portfolio Theory and Construction

    In 1952 Harry Markowitz, who would later win the Nobel Prize in Economics, wrote his dissertation Portfolio Selection that continues through today to drive asset allocati... Learn more

    The Pros and Cons of SMAs

    Separately managed accounts (SMAs) are popular investment vehicles that historically have been accessible only to institutional and wealthy individual investors. Today, p... Learn more