Castuner

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.

Podcast website

Listen in your app

Episodes

12 episodes

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