The Findustry

By Rob Carrick and Shannon Lee Simmons

Tune into The Findustry podcast for shop talk about the financial advice biz featuring financial planner Shannon Lee Simmons and veteran personal finance guy Rob Carrick. No hype, no sales. Just a liv... more

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FAQs about The Findustry:

How many episodes does The Findustry have?

The podcast currently has 8 episodes available.

The Findustry episodes:

July 01, 2026 Beware the claw: What advisors and clients need to know about the future of OAS
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.
...more
21min
June 18, 2026 Advisor burnout: Why it's a problem, and what to do about it
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.
...more
21min
June 03, 2026 The modern advisor: Life coach first, portfolio manager second
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.
...more
20min
May 20, 2026 Is it a fail for advisors if clients retire with debt?
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.
...more
23min
May 06, 2026 Advisors vs the DIY option
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.
...more
22min
April 22, 2026 Coaching clients through the coming stock market crash
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.
...more
22min
April 08, 2026 The dreaded fee conversation
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.
...more
23min
March 12, 2026 Will advisers be shut out of the great wealth transfer?
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.
...more
23min

FAQs about The Findustry:

How many episodes does The Findustry have?

The podcast currently has 8 episodes available.