Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Who needs financial planning advice? Realistically, everyone, no matter their income level, can benefit from financial planning advice – so why not make financial planning more accessible, even to people who aren’t necessarily in higher income ranges? That’s what Shannon Lee Simmons set out to do. Shannon is recognized as a trailblazer in the financial planning industry. She is a Certified Financial Planner, Chartered Investment Manager, and founder of the New School of Finance. She is also an author. Her book Worry-Free Money is a national bestseller. Shannon has built her career around helping ordinary people navigate the economic climate. Listen to today’s episode to hear more about how Shannon arrived at her business model, why she believes emotions matter in financial planning, and her unique approach to referrals. Topics Discussed in This Episode: What Shannon’s firm does and who they serve What prompted Shannon to start a financial planning firm How Shannon makes her