TRAP: The Real Adviser Podcast

2 - Welcome Meetings and other stuff


Listen Later

In this latest pile of TRAP, the chaps discuss:

  • The UK’s Not-A-Budget
  • Commission shenanigans in Ireland
  • The Onboarding Process/Welcome Meetings
  • Model Portfolio Services (MPS) - What is their point and is Blackrock entering this area a big thing or not?
  • Culture Corner

And be sure to listen to the end, when nothing much happens.

The links referred to in the show are here:

  • A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust
  • Watch Get Smart With Money | Netflix Official Site
  • The Tim Ferriss Show: #618: Roelof Botha — Investing with the Best, Ulysses Pacts, The Magic of Founder-Problem Fit, How to Use Pre-Mortems and Pre-Parades, Learning from Crucible Moments, and Daring to Dream on Apple Podcasts
  • https://www.cegworldwide.com/
  • EP529 of Modern Wisdom podcast

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

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