EP 068 Serve the Client You Want with Shannon McLay

Shannon McLay was a top advisor at Merrill Lynch when she realized that working exclusively with the rich just wasn’t for her. She left Merrill to found her own financial advising business, The Financial Gym. Now a eight-figure company, The Financial Gym is committed to making financial advising accessible to everyone, no matter how much they have in assets. With virtual options and locations across the country, Shannon’s work has truly created a new way of financial advising. Shannon’s business model and industry experiences were truly fascinating. We talked about: How to make financial services more accessible  Getting more women into the industry The Financial Gym’s program for financial trainers Working with the right client for yourself Providing the right service for your individual client Did Shannon’s beliefs and experiences resonate with you? Connect on social media to learn more about her and The Financial Gym! Connect with Shannon McLay Websites: https://financialgym.com/our-founders-story http://www.shannonmclay.com/about Instagram: https://instagram.com/theshannonmclay?utm_medium=copy_link Twitter: https://twitter.com/theshannonmclay?lang=en LinkedIn: https://www.linkedin.com/in/shannon-mclay-8b24539/ Podcast: https://martinisandyourmoney.com/about Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices