
by Rob Carrick and Shannon Lee Simmons
The Findustry
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.
Coming soon to iPhone. Already have it? “Open in Starcast” takes you straight there.
Who’s been on
Latest episodes
- The AI threat to planners and advisors is overblown
- Problem clients
- Financial advice in a trade war
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