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Explore every episode of the podcast The Findustry

Dive into the complete episode list for The Findustry. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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1–6 of 6

TitlePub. DateDuration
Will advisers be shut out of the great wealth transfer?12 Mar 202600:22:43

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.

The dreaded fee conversation08 Apr 202600:22:46

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.

Coaching clients through the coming stock market crash22 Apr 202600:21:21

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.

Advisors vs the DIY option06 May 202600:21:40

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.

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