PODCAST · business
The Findustry
by 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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5
Advisors vs the DIY option
Shannon and Rob look at how undeniably cheap DIY investing is, what the risks are for investors and what advisors can do about it.The Findustry is produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
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4
Coaching clients through the coming stock market crash
Shannon talks about how advisers can position themselves to help clients keep their cool in a crash, and Rob shares what he's learned about investors after watching them weather at least three big crashes in the past.Produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
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3
The dreaded fee conversation
Shannon and Rob tackle fees in Episode Two of The Findustry, including the ideal cost for clients and how advisers can own the conversation about costs.Produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
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2
Will advisers be shut out of the great wealth transfer?
Shannon and Rob talk about the great wealth transfer and the risk of disappointment for planners and advisers who expect to benefit from the billions of dollars in play. Produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
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ABOUT THIS SHOW
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.
HOSTED BY
Rob Carrick and Shannon Lee Simmons
CATEGORIES
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