معلومات عن هذه الحلقة
In Episode 2 of The Findustry's second season, Shannon Lee Simmons and Rob Carrick discuss how advisor-client relationships go wrong. Sometimes it's the advisor -- and sometimes the client is a bad fit.
The Findustry is produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
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حلقات أخرى في هذا البودكاست
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.
In episode five of The Findustry podcast, Shannon and Rob talk about the role of planners and advisors in helping clients manage their cashflow so they can save, invest and get debt paid off by retirement.
The Findustry is produced by Jamie Carrick. Podcast theme music by Transistor.fm. Lea…
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.
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.
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 …
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من Rob Carrick and Shannon Lee Simmons، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
تعديل
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