The Findustry
By Rob Carrick and Shannon Lee Simmons
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Image by Rob Carrick and Shannon Lee Simmons
Category: Business
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Subscribers: 2
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Episodes: 7
Description
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.
| Episode | Date |
|---|---|
|
Advisor burnout: why it's a problem, and what to do about it
|
Jun 18, 2026 |
|
The modern advisor: Life coach first, portfolio manager second
|
Jun 03, 2026 |
|
Is it a fail for advisors if clients retire with debt?
|
May 20, 2026 |
|
Advisors vs the DIY option
|
May 06, 2026 |
|
Coaching clients through the coming stock market crash
|
Apr 22, 2026 |
|
The dreaded fee conversation
|
Apr 08, 2026 |
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Will advisers be shut out of the great wealth transfer?
|
Mar 12, 2026 |