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In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including Bucket Lists, NextGen Conference wrap, the “M&S Incident”, platform cash skimming, 85 year study into happiness and retirement, AI event discounts for TRAPists, Meat and Potatoes: Dispensing The Vitamin C - The Ongoing Client Comms StrategyQuestions posted by our beloved TRAPist - Adam LiddelowCulture CornerLinks referred to in the show:
NL - platform cash skim scam: https://citywire.com/new-model-adviser/news/funds-sell-transact-as-investors-eye-aj-bell-s-and-hl-s-cash-margin/a2418388?re=109900&ea=1700645&utm_source=BulkEmail_NMA_Weekly&utm_medium=BulkEmail_NMA_Weekly&utm_campaign=BulkEmail_NMA_WeeklyNL: Harvard’s 85 year study into happiness and what it means for retirees: An 85-year Harvard study on happiness found the No. 1 retirement challenge that 'no one talks about'NL: The Essays of Warren Buffett: The Essays of Warren Buffett: Lessons for Investors and Managers, 6th Edition: Amazon.co.ukNL: The Tao of Charlie Munger: https://www.audible.co.uk/pd/Tao-of-Charlie-Munger-Audiobook/B01NCKVLOD?action_code=ASSGB149080119000H&share_location=pdpCW: Carl Widger interview with the Currency https://thecurrency.news/articles/119072/financial-planner-carl-widger-calls-out-the-industry-many-arent-trustworthy/CW: Bucket List Trip My Bucket List Trip to America – Walking the TalkCW: Metis Ireland Careers Careers - Metis Ireland | Your Plan, For LifeAH NExtGen Conference Financial Planning Conference | NextGen Planners AS AI For Business - SME and Financial ServicesAS Rockstar Series: Founder of Leon Henry Dimbleby in conversation with Alan Smith - Welcome to Home GrownTake 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.
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Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including HUM recap, Canada Life adviser resources, risk tolerances don’t change over time, crypto update (stay awake), Budget ripples and financial planning, new Irish health insurer,...
Published 11/21/24
Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical 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...
Published 11/07/24