About this episode

Shannon Reid shares her journey of making a pivotal career decision after 22 years at Raymond James.

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. Shannon Reid spent 22 years at Raymond James, most recently as president of its independent channel, before a headhunter call set off months of honest conversations about the future she actually wanted. This episode is the story of how she made the call, what it took to get there, and what she is building now as President of Ozark.

People in this episode

Host: Frank LaRosa

Guest: Shannon Reid

Topics covered

• career transition
• financial advising
• leadership
• personal growth
• decision making

Keywords

• career change
• financial advisor
• leadership
• Ozark
• Raymond James

Mentioned in this episode

Organizations: Raymond James, Ozark

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