Exemplary Service and Communication in Financial Planning

In this latest pile of TRAP, the Trap Pack discuss

• Topical issues, including the imminent TRAP Live event, superb service, FCA fee review update, Ultra’s new book (yes, really), Voice’s “planning” week, more Irish investment fraud
• Meat and Potatoes: Bricks and Torture
• Questions posted by our beloved TRAPist Patrick Duggan
• Culture Corner

Links referred to in the show:

• Meanwhile, service standards elsewhere are awful: https://www.ft.com/content/0a5d30ed-164f-4b9f-a049-fc9692219f79
• CW: Investment fraud https://www.rte.ie/news/2024/0405/1441779-investment-fraud/
• NL: Leveraging Wealth: The Advice Amplified podcast with IFA Pete Ridlington.Property vs. Equity: Tej Singh: https://pca.st/736pxk89
• Keeper Security over LastPass? https://www.keepersecurity.com/en_GB/ H/T to Jon Doyle www.twitter.com/juniper_jon
• Diary of a CEO - Jimmy Carr: "I've Found The Cure For My Anxiety!" https://www.youtube.com/watch?v=uHLAazKUU68
• CW: David McWilliams Podcast - interview with Michael Lewis re SBF https://podcasts.apple.com/ie/podcast/the-david-mcwilliams-podcast/id1462649946?i=1000651097893
• AS - Brett Davidson newsletter https://fpadvance.com/blog/

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