The Findustry

Rob Carrick and Shannon Lee Simmons

Tune into The Findustry podcast for shop talk about the financial advice biz featuring financial planner Shannon Lee Simmons and veteran personal finance guy Rob Carrick. No hype, no sales. Just a lively exchange on how planners and advisers can better connect with their clients.

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Episodis

12 episodis

Aging out of DIY investing fa 1 setmana 18:47
The AI threat to planners and advisors is overblown fa 3 setmanes 20:20
Problem clients fa 1 mes 20:07
Financial advice in a trade war fa 2 mesos 20:11
Beware the claw: What advisors and clients need to know about the future of OAS fa 5 mesos 20:03
Advisor burnout: Why it's a problem, and what to do about it fa 5 mesos 20:03
The modern advisor: Life coach first, portfolio manager second fa 5 mesos 19:56
Is it a fail for advisors if clients retire with debt? fa 6 mesos 22:05
Advisors vs the DIY option fa 6 mesos 21:40
Coaching clients through the coming stock market crash fa 7 mesos 21:21
The dreaded fee conversation fa 7 mesos 22:46
Will advisers be shut out of the great wealth transfer? fa 8 mesos 22:43