In this St Patrick’s Day Special latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including one IFA saving a client from a £450,000 fraud; the road to hell that is pension Lifestyling; the unbelievably rapid demise of the Vanguard advice experiment
Meat and Potatoes: St James’s Place - a commercial behemoth. But at what cost?
Questions posted by our beloved Trappists @RossTaylorFP @cianmetiscfp
Culture Corner
Links referred to in the show:
Something to put in front of your vulnerable clients re scam dangers: www.dropbox.co...
Vanguard chief defends decision to pull asset manager out of climate alliance on.ft.com/3EnzwlU
List of things Vanguard said they couldn’t or wouldn’t advise on: www.profession...
Andy’s Money Marketing article of 10th February: www.moneymarke...
Black Rock pulls out of US robo advice market: citywire.com/p...
AS - Experiments in Advisor Marketing pca.st/episode...
NL: Business Breakdowns: IPL: The World’s Fastest Growing Sports League pca.st/0x2iywpx
AH - Morgan Housel podcast - podcasts.apple...
CW: Bloomberg explainer on SVB debacle www.bloomberg....
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Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to tackle. The best way to do this is to ask them here docs.google.co.... And don’t forget to leave a 6/5 star review on iTunes: podcasts.apple...
13 окт 2024