Rob Carrick and Shannon Lee Simmons

The Findustry

Business EN ↓ Odcinki: 8

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.

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Autor

Rob Carrick and Shannon Lee Simmons

Kategoria

Business

Strona podcastu

podcasters.spotify.com

Ostatni odcinek

1 lip 2026

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Odcinki

Beware the claw: What advisors and clients need to know about the future of OAS 01.07.2026 20:03

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...

Advisor burnout: Why it's a problem, and what to do about it 18.06.2026 20:03

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.

The modern advisor: Life coach first, portfolio manager second 03.06.2026 19:56

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.

Is it a fail for advisors if clients retire with debt? 20.05.2026 22:05

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 ⁠⁠⁠⁠ . Learn ⁠⁠⁠⁠ how to start a podcast ⁠⁠⁠⁠ here.

Advisors vs the DIY option 06.05.2026 21:40

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.

Coaching clients through the coming stock market crash 22.04.2026 21:21

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 to start a podcast ⁠⁠ here.

The dreaded fee conversation 08.04.2026 22:46

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.

Will advisers be shut out of the great wealth transfer? 12.03.2026 22:43

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.