TRAP: The Real Adviser Podcast

著者: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
  • サマリー

  • Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
    © 2024 TRAP: The Real Adviser Podcast
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あらすじ・解説

Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
© 2024 TRAP: The Real Adviser Podcast
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  • 57 - Adviser YouTube Mastery with James Shack
    2024/11/07

    Click HERE to send the TRAP Pack a message

    In this latest pile of TRAP, the Trap Pack discuss

    • Topical Titbits including Budget analysis both onshore and offshore peeps, 5% AUM acquisition models, more (potential) Irish fraud, SJP new charging model going down like a bucket of cold vomit, a UK Ponzi scheme, the struggles of a young adviser, Métis Norway hiring yet again, a Bulletproof MBA course
    • Meat and Potatoes: Adviser YouTube Mastery With James Shack(ell)
    • TRAPist question(s) from www.twitter.com/conor_beaumont https://www.linkedin.com/in/conor-beaumont
    • Culture Corner

    Show links: http://tiny.cc/traplinks. Chris Emmott's execellent guide to the Budget for international clients is here: https://www.dropbox.com/scl/fi/l04c9aedyexqt3f8blgpv/Budget-Summary-for-International-and-Overseas-Affected-Clients-EBG-International.pdf?rlkey=oihbam52ceydltqsafi9ly62i&dl=0

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
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    1 時間 35 分
  • 56 - Full Fit Financial Planning
    2024/10/24

    Click HERE to send the TRAP Pack a message

    In this latest pile of TRAP, the Trap Pack discuss

    • Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidators
    • Meat and Potatoes: Full Fit Financial Planning
    • Culture Corner

    Show links: http://tiny.cc/traplinks

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
    続きを読む 一部表示
    1 時間 30 分
  • 55 - Slow Motion Wealth Destruction
    2024/10/10

    Click HERE to send the TRAP Pack a message

    In this latest pile of TRAP, the Trap Pack discuss

    • Topical Titbits including conflicts of interest, Mind The Gap, why the bucket approach works, CTFs, Kathleen Gallagher on wealth managers fiddling with the graphs, UK and Irish budget forecasts/reactions, Keith Butten (Boosst) masterclass, new HL active savings site, four things clients value most from advisers
    • Meat and Potatoes: Slow Motion Wealth Destruction
    • Questions posted by our beloved TRAPist Adam Ellul www.linkedin.com/in/AdamEllul
    • Culture Corner

    Show links: http://tiny.cc/traplinks

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
    続きを読む 一部表示
    1 時間 23 分

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