roadmap to RETIREMENT

roadmap to RETIREMENT


Episode 2: How Has The Financial Advisor Industry Changed

April 10, 2024

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