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

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