Advisor Success Series

About Advisor Success Series

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Publisher

Freedom Investment Management, Inc.

Category

business · business

Language

en

Explicit

No

First episode

6 Mar 2018

Latest episode

5 Mar 2026

Latest episodes

100 episodes in the feed.

1. 

   5 Mar 2026

   Reassessing Portfolio Strategies in the Post-COVID/AI Buildout Environment - A Conversation with Som Priestly, T. Rowe Price

   Host [Host Name] interviews Som Priestly, Head of Multi-Asset Solutions at T. Rowe Price, about reassessing portfolio strategies and AI investment themes in the post-COVID environment.

2. 

   4 Feb 2026

   Special Episode: Trends in Retirement Income Planning and Planning Tips for Advisors - A Conversation with Sheryl O'Connor and Phil Lubinsky, IncomeConductor

   Sheryl O'Connor and Phil Lubinski discuss retirement income planning trends and advisor strategies, offering insights into healthcare, longevity, and annuity adoption.

3. 

   28 Jan 2026

   Identifying the Intersections - A Framework for Macro Investing with Sam Rines, WisdomTree Investments

   Sam Rines, Macro Strategist at WisdomTree Investments, explains how geopolitical and fiscal policies intersect to shape macro investment strategies in this interview.

Who has been a guest on Advisor Success Series

Names identified in recent episode analyses. Showing up to five guests.

• Som Priestly
• Sheryl O'Connor
• Phil Lubinski
• Sam Rines
• Dave Nadig

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.0 / 5

6 ratings

Spotify

5.0 / 5

1 ratings

Contact Advisor Success Series

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Advisor Success Series