In this episode of Roadmap to Retirement, we are joined by guest, Jon Sheldon. To hear about Jon's career in finance and thoughts on the industry, tune in today!Key Takeaways:* How has technology changed the industry* Impact of relationship between advisor and client* What should the client know before meeting with an advisor* Are designations useful to have?* Are there red flags in financial advisors?* Business coaching and the many ways to do business* Transparency with client and advisor* Main reason clients leave their advisor