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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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本播客中的其他单集
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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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.
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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.
免责声明: 本页面嵌入的播客和封面图片来自 Rob Carrick and Shannon Lee Simmons，归其所有者所有，与 Listen Notes, Inc. 无关联，也未获得 Listen Notes, Inc. 背书。
