#FA Success Ep 244: Taking A ‘Financial Gym’ Approach To Financial Coaching For Next-Generation Clients, With Shannon McLay

Welcome back to the 244th episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Shannon McLay. Shannon is the founder of The Financial Gym, which offers financial coaching services on a monthly subscription basis to about 3,500 Millennial and Gen-Z clients.
What’s unique about Shannon, though, is that, while her …