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Shannon McLay joins the #Clockedin Podcast with her story. After years of working for a big bank including working as a financial advisor for Merrill Lynch, she was inspired to create a financial services company that actually cared for its clients and provided them the services they needed. Most financial services companies only care about you as far as they can sell you products like investments, bank accounts, credit cards, loans and insurance policies. They also want to give you technology and apps to solve your financial problems; however, something we know at the Financial Gym is that money is personal and people aren’t algorithms. Anyone can put together a financial plan, but how many people actually follow it and stick with it?
In our podcast we discuss about the importance of financial literacy and ways of gaining literacy.
Financial Gym Website: https://financialgym.com/
Financial Gym Instagram: https://www.instagram.com/thefinancialgym/
Hope you find value in this. If so please provide a 5-star and drop a review.
Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/collaboration-call
To Reach Jordan:
Email: [email protected]
Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw
Facebook: https://www.facebook.com/jordan.edwards.7503
Instagram: https://www.instagram.com/jordanfedwards/
Linkedin: https://www.linkedin.com/in/jordanedwards5/
Hope you find value in this. If so please provide a 5-star and drop a review.
Complimentary Edwards Consulting Session: https://calendly.com/jordan-edwardsconsulting/30min
5
7878 ratings
Send us a text
Shannon McLay joins the #Clockedin Podcast with her story. After years of working for a big bank including working as a financial advisor for Merrill Lynch, she was inspired to create a financial services company that actually cared for its clients and provided them the services they needed. Most financial services companies only care about you as far as they can sell you products like investments, bank accounts, credit cards, loans and insurance policies. They also want to give you technology and apps to solve your financial problems; however, something we know at the Financial Gym is that money is personal and people aren’t algorithms. Anyone can put together a financial plan, but how many people actually follow it and stick with it?
In our podcast we discuss about the importance of financial literacy and ways of gaining literacy.
Financial Gym Website: https://financialgym.com/
Financial Gym Instagram: https://www.instagram.com/thefinancialgym/
Hope you find value in this. If so please provide a 5-star and drop a review.
Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/collaboration-call
To Reach Jordan:
Email: [email protected]
Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw
Facebook: https://www.facebook.com/jordan.edwards.7503
Instagram: https://www.instagram.com/jordanfedwards/
Linkedin: https://www.linkedin.com/in/jordanedwards5/
Hope you find value in this. If so please provide a 5-star and drop a review.
Complimentary Edwards Consulting Session: https://calendly.com/jordan-edwardsconsulting/30min
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