TRAP: The Real Adviser Podcast

18 - Critical Non-Essentials


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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 style
  • Topical issues, including the possible return of annuities; Colin Lawson’s fresh approach to realising business capital; resolution of the Neil Woodford fiasco; Irish Life causing ripples
  • Meat and Potatoes: Critical Non-Essentials: refining the client experience
  • Questions posted by our beloved Anon (!) and David Milne
  • Culture Corner

Links referred to in the show:

  • Colin Lawson The Elegant Exit
  • Built on a Lie: The Rise and Fall of Neil Woodford and the Fate of Middle England's Money Hardcover – 4 Mar. 2021
  • Critical Non-Essentials
  • Alex Hormozi book - $100m offers $100M Offers: How To Make Offers So Good People Feel Stupid Saying No: Amazon.co.uk
  • Podcast The Bank of Dave Fighting Against the Elite - David Fishwick Tells His Story The Bank of Dave Fighting Against the Elite - David Fishwick Tells His Story
  • How to Invest David M. Rubenstein How to Invest David M. Rubenstein 
  • UK RPI Charts: UK Retail Price Index (I:UKRPI)
  • FT Adviser Podcast pushing annuities: https://pca.st/te9yp8yl
  • Neil Woodford payout over suing: Taking Woodford payout ‘will mean you cannot sue’
  • All In Pod featuring Space X launch https://podcasts.apple.com/ie/podcast/e125-spacex-launch-fox-news-settlement-zombie-corn/id1502871393?i=1000610141959
  • Irish Life launch Unio Irish Life owner launches new wealth management advisory firm - Independent.ie
  • Stephanie Bogan on delivering a Michelin Star client meeting https://www.linkedin.com/pulse/deliver-michelin-star-client-experience-four-steps-stephanie-bogan/
  • Horst Schulze on Twitter https://twitter.com/horstschulze?s=20
  • Nick’s T

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TRAP: The Real Adviser PodcastBy Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

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