The Dos and Don’ts of Virtual Client Meetings

    As firms and clients increasingly move to remote working, following these simple steps can help you thrive. Learn more

    Outsourcing Lets Advisors Shine

    Many advisors struggle daily to get the support and materials they need, spend hours each day on back office operations, and wind up with less time for what they do best:... Learn more

    EQIS announces addition of industry veteran Bob Herrmann as CEO

      Industry veteran Bob Herrmann has joined the firm as Chief Executive Officer.  Mr. Herrmann represents the latest example of EQIS’ continued investment in its executive... Learn more

    How to Communicate with Clients in a Crisis

    In times of crisis, it’s important to give some thought to constructing a plan for the optimal approach to addressing your clients. Freedom Advisors would like to share w... Learn more