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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 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.
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.
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Rob Carrick and Shannon Lee Simmons, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.