During this 30-minute session, you will meet with your Freedom Advisors service manager and investment consultant. Topics are up to you and may include the following:
- Making it easier to do business
- Client review
- 2024 investment guidance
- Model review, new models, and revisions
- Strategy discussion based on upcoming initiatives and client goals
- Client talking points and marketing materials
You can use our calendar link to select a day and time that works best or contact us at consulting@freedomadvisors.com.
860-291-1998
Schedule Demo
