Podcast: TRAP: The Real Adviser Podcast (LS 45 · TOP 1% what is this?)
Episode: 22 - Dispensing The Vitamin C
Pub date: 2023-06-22

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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 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 Strategy
• Questions posted by our beloved TRAPist - Adam Liddelow
• Culture Corner

Links 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_Weekly
• NL: 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.uk
• NL: The Tao of Charlie Munger: https://www.audible.co.uk/pd/Tao-of-Charlie-Munger-Audiobook/B01NCKVLOD?action_code=ASSGB149080119000H&share_location=pdp
• CW: 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 Talk
• CW: Metis Ireland Careers Careers - Metis Ireland | Your Plan, For Life
• AH NExtGen Conference Financial Planning Conference | NextGen Planners 
• AS AI For Business - SME and Financial Services
• AS Rockstar Series: Founder of Leon Henry Dimbleby in conversation with Alan Smith - Welcome to Home Grown

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The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.