OVER DEZE AFLEVERING
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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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van The Findustry.
ANDERE AFLEVERINGEN IN DEZE PODCAST
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 …
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 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 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.
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Rob Carrick and Shannon Lee Simmons, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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