Download - 4-11-20: Success Story - Marc Freedman and CARES Act Overview [Interview]

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freedmanfinancial

Education

4-11-20: Success Story - Marc Freedman and CARES Act Overview [Interview]

2020-04-11

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4/11/2020 | Marc Freedman of Freedman Financial shares his story and that of his firm with Chris Boyd of the FPA of MA Wicked Pissah Podcast. 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.

Interviewer: J. Christopher Boyd, CFP®, CASL®

Financial Planner, Chief Investment Officer, & LLC Manager

Asset Management Resources, LLC

About the Podcast: Discussions surrounding FPA MA's podcast to financial professionals on topics of financial planning, recent or future events, and interactions with speakers from across the industry. Additionally, the program will review what's happening in the Massachusetts chapter. For more information about the Financial Planning Association (FPA) of MA, email: Admin@FPAMA.org.