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 lively exchange on how planners and advisers can better connect with their clients.
The AI threat to planners and advisors is overblown
Financial expert Shannon Lee Simmons and journalist Rob Carrick interview each other about how AI will impact the financial advice industry, offering insights into its potential benefits and challenges.
7 Oct 2026TRANSCRIPT
Problem clients
Financial experts Shannon Lee Simmons and Rob Carrick explore common advisor-client relationship breakdowns and identify problematic dynamics.
23 Sept 2026TRANSCRIPT
Financial advice in a trade war
Financial experts Shannon Lee Simmons and Rob Carrick discuss how advisors help clients navigate trade war uncertainties in this interview.
1 Jul 2026TRANSCRIPT
Beware the claw: What advisors and clients need to know about the future of OAS
Host Shannon and guest Rob discuss critical insights for advisors and clients regarding the future of Old Age Security and Canada Pension Plan benefits.
18 Jun 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 (https://transistor.fm/?via=music). Learn how to start a podcast (https://transistor.fm/how-to-start-a-podcast/?via=music) here.
3 Jun 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 (https://transistor.fm/?via=music). Learn how to start a podcast (https://transistor.fm/how-to-start-a-podcast/?via=music) here.
20 May 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 (https://transistor.fm/?via=music). Learn how to start a podcast (https://transistor.fm/how-to-start-a-podcast/?via=music) here.
6 May 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 (https://transistor.fm/?via=music). Learn how to start a podcast (https://transistor.fm/how-to-start-a-podcast/?via=music) here.
22 Apr 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 (https://transistor.fm/?via=music). Learn how to start a podcast (https://transistor.fm/how-to-start-a-podcast/?via=music) here.
8 Apr 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 (https://transistor.fm/?via=music). Learn how to start a podcast (https://transistor.fm/how-to-start-a-podcast/?via=music) here.
12 Mar 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 (https://transistor.fm/?via=music). Learn how to start a podcast (https://transistor.fm/how-to-start-a-podcast/?via=music) here.
Inside a recent episode
The AI threat to planners and advisors is overblown
Published 21 Oct 2026 · Transcript excerpt
[…] And that would be something that used to be like an entire Friday night over a bottle of wine and tears. And now it's not. And like that to me is also a win for people is like, Learning how to use it as a tool is very important. I don't think we should be looking at it to replace. Of course, I'm 100% biased, but I do think there is a benefit to having a human relationship when we're talking about something so fundamentally important to your security as money and your long-term financial security. But for the day-to-day stuff and those littler jobs that used to just be a grind, maybe this is awesome. […]
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