🎙️ New Dollars & Sense Episode 🎙️ We’re still FOCUSed on the insights from LPL Financial’s national conference—and this week, Marc & Marion are zooming out to ask a powerful question: 👉 What if your financial firm was your planner—not just your “investment guy”? It’s a shift in mindset that’s been sparking meaningful conversations with our clients. Tune in to hear how this perspective could reshape your retirement journey—and your relationship with your financial team. ▶️: | Freedman Financia