Show Notes
In the first episode of the second season for The Findustry podcast, Shannon Lee Simmons and Rob Carrick talk about what advisors and planners can do to help clients weather the financial uncertainties caused by the trade war. Should advisors wait for worried clients to get in touch, or be more proactive? And what about those 3 am emails from worried clients? The Findustry is produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
More from The Findustry
In Episode Three of the new season of The Findustry, Shannon Lee Simmons and Rob Carrick discuss the ways AI will hurt, and help, the advice business. AI is already helping people with their investing and financial planning, and more widespread use is inevitable. But the human dimension in advice has survived many threats in the past, including robo advisors and the rise of low-cost DIY investing. The Findustry is produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
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.
In the final episode of the first season of The Findustry, Shannon and Rob talk about the questions people are asking about Old Age Security and the Canada Pension Plan, and how important these programs are for financial planners trying to map out retirement for clients. The Findustry is produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
We know Canadians are feeling a lot of stress about money these days. In Episode 7 of The Findustry, Shannon and Rob look at what this means for advisors. The Findustry is produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.
In Episode 6 of The Findustry podcast, Shannon and Rob talk about how involved advisors should be in the lives of their clients, and how to make clients feel seen and supported at a time when financial stress is peaking. The Findustry is produced by Jamie Carrick. Podcast theme music by Transistor.fm. Learn how to start a podcast here.