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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12 Folgen

Aging out of DIY investing vor 2 Wochen 18:47
The AI threat to planners and advisors is overblown vor 4 Wochen 20:20
Problem clients vor 1 Monat 20:07
Financial advice in a trade war vor 2 Monaten 20:11
Beware the claw: What advisors and clients need to know about the future of OAS vor 5 Monaten 20:03
Advisor burnout: Why it's a problem, and what to do about it vor 5 Monaten 20:03
The modern advisor: Life coach first, portfolio manager second vor 6 Monaten 19:56
Is it a fail for advisors if clients retire with debt? vor 6 Monaten 22:05
Advisors vs the DIY option vor 6 Monaten 21:40
Coaching clients through the coming stock market crash vor 7 Monaten 21:21
The dreaded fee conversation vor 7 Monaten 22:46
Will advisers be shut out of the great wealth transfer? vor 8 Monaten 22:43