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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.
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By Rob Carrick and Shannon Lee SimmonsIn 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.