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42 - Clients or Customers?

TRAP: The Real Adviser Podcast

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Arctic Circle Expedition and Financial Planning Debates

The chapter narrates a challenging Arctic Circle expedition involving biking, skiing, and snowshoeing, emphasizing physical and mental obstacles faced by the speaker. It also discusses financial products called Jysers designed for children, sparking debate among financial advisors on the ethics of hiding investments from kids and the importance of teaching them about financial responsibility.

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