Shannon Lee Simmons
speaker
1,028 appearances
1 recordings
1 series
first heard Jun 2026
last heard 25 Jun
Shannon Lee Simmons’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
The Rational Reminder Podcast · Shannon Lee Simmons: How To Stop Feeling Broke | #415 · 25 Jun 2026
podcast
And that has been a big shift in the way that working with advisors has shifted and pivoted in the last little bit of time, which I think is a crucial shift.
pivot, because it used to be invest with us, pay us fees, and we'll get you performance.
And that is just not in your control, my friend.
And I think that's also what made people angry about the financial industry, because it's like you're promising returns that you can't guarantee that.
So you're just charging these fees, and I'm doing the same performance over here.
And then you get into that comparison of performance game.
It's not really about that, is it?
So I think that that's why the industry needs to shift to like, high touch client service,
For a fee that's asset center management, you have fee only and all the DIY robo or like middle stuff there.
And then there's going to be DIY financial planning at some point too.
That's already here.
Don't know.
I think that number one, there's just been a lot of investment time into analysts and where it's been and where it's going.
I don't know that it's slow to changes and like there's always a compliance aspect to it.
I believe that there is opportunity at some point.
I think it depends on what we're talking about.
So are we talking about active management in a product or are we talking about active management like in selling mutual funds?
Are we talking about like actively managing an asset mix for someone?
If I knew, I'd probably run the world, Cameron.
I don't know why.
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