27 - Succinct Seminar Success

TRAP: The Real Adviser Podcast

Content provided by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

1+ y ago 1:18:23

MP3•Episode home

In this latest pile of TRAP, the Trap Pack discuss

Topical issues, including FCA fees coming down (yay), Scottish Widows loses 180 funds (eek), DB scheme admins asking for money back (double eek), Zoom asking employees to return to the office (!), TRAP hitting 65k downloads, employing pros and leaving them to it, Buffett’s birthday
Meat and Potatoes: Succinct Seminar Success
Questions posted by our beloved TRAPists @jeu1985 @Financial118
Culture Corner

Links referred to in the show:

NL: Scottish Widows to cut 180 (!) Life and Pension funds: https://citywire.com/new-model-adviser/news/scottish-widows-cuts-180-pension-funds/a2422951?re=111659&ea=1700645&utm_source=BulkEmail_NMA_Weekly&utm_medium=BulkEmail_NMA_Weekly&utm_campaign=BulkEmail_NMA_Weekly
NL: Capita and others asking ex-scheme members for some of their transfer values back! https://citywire.com/new-model-adviser/news/revealed-capita-demands-1m-db-transfer-money-back-from-members/a2423312?re=111846&refea=1700645
CW: Sports Stars start VC Fund

England captain Stokes seeks edge with launch of venture fund | Business News | Sky News

NL: Kitces EP347 on selling to United Capital and then being sold on to Goldman Sachs: https://pca.st/8ctia7xr and EP300 from September 2022 where Joe Duran talks about selling to Goldman: https://pca.st/usp9yjfj which we in turn discussed in EP3 of TRAP: https://pca.st/fmln11oz
NL: Debbie Condon’s Intuitive Support Provider LOA Guide: https://www.intuitivesupportservices.com/quick-links
NL: Phil Bray’s written two useful Webinar long forms: https://yardstick-agency.co.uk/4311-1KU3Y-2453515AC6C084426ERRKC81113A4A96C728FD/cr.aspx) https://theyardstickagency.co.uk/blog/10-costly-webinar-mistakes-you-need-to-avoid
CW: 10x is Easier than 2x https://www.amazon.co.uk/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X

=========================== ===
============================
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.

72 episodes

#Entrepreneur #Business #Alan Smith; Andy Hart; Carl Widger; Nick Lincoln #Finance #Money #Pension #Trading #Marketing #Investing #Share #Behaviour #Alcoholism