Explore every episode of the podcast The Findustry
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The AI threat to planners and advisors is overblown | 21 Oct 2026 | 00:20:20 | |
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. | |||
| Problem clients | 07 Oct 2026 | 00:20:07 | |
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. | |||
| Financial advice in a trade war | 23 Sep 2026 | 00:20:11 | |
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. | |||
| Beware the claw: What advisors and clients need to know about the future of OAS | 01 Jul 2026 | 00:20:03 | |
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 a podcast here. | |||
| Advisor burnout: Why it's a problem, and what to do about it | 18 Jun 2026 | 00:20:03 | |
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 Jun 2026 | 00:19:56 | |
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 May 2026 | 00:22:05 | |
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 May 2026 | 00:21:40 | |
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 Apr 2026 | 00:21:21 | |
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 Apr 2026 | 00:22:46 | |
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 Mar 2026 | 00:22:43 | |
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. | |||