Personal Training for Financial Health - a podcast by Financial Planning Association

Shannon McLay is the founder and CEO of The Financial Gym, a national personal financial services company that takes a “fitness-inspired” approach to finances. Shannon has been featured on numerous news outlets, and she’s been named a woman to watch in Shapes “Women Changing the World” issue in 2019.

On our new episode of YAFPNW, Matt and Shannon talk about what makes The Financial Gym different from traditional financial firms, the psychology of working with clients, and the one skill that every advisor needs.

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association