roadmap to RETIREMENT

Episode 2: How Has The Financial Advisor Industry Changed

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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
    • ...more
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    roadmap to RETIREMENTBy Alex Neri