Exploring New Client Acquisition Strategy and Customized Portfolio Allocation for Retired Clients

TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

• Topical issues, including Meta declaring its first dividend, update on TRAP Live, another FIRE story, Lombard Loans, Nikkei back to 1989, the “death” of the value premium
• Meat and Potatoes: You’re Fired - Sacking Yourself Off
• Questions posted by our beloved TRAPists Alastair P www.twitter.com/ap592d
• Culture Corner

Links referred to in the show:

• Financial Life Planner https://open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k 
• Bulletproof Entrepreneur https://open.spotify.com/episode/0rcawAuktBSE66w7axio7V?si=xrfZjevNSLKlqkA6TnRRJQ  
• Lick’s latest Substack squib: https://www.hattipnick.com/p/a-quick-one-1989-and-all-that
• NL - Meta pays its first dividend. US$0.50 a share but it’s a start: https://www.morningstar.co.uk/uk/news/245717/metas-first-dividend-explained.aspx
• CW: Latest article re FIRE movement https://www.irishtimes.com/your-money/2024/02/21/fire-is-financial-independence-retire-early-possible-look-at-how-you-are-spending-your-money/
• AS: Lombard loans https://www.firenzeme.com/
• NL - The Unhedged Podcast (FT): https://pca.st/ducu3zgt
• AS: Perplexity. Ai https://www.perplexity.ai/ 
• AS: Excellent article on Kitces blog https://www.kitces.com/blog/prospect-process-advisor-value-client-relationship-trust-building/ 
• AH - Pots of Gold - https://www.mygsn.co.uk/ cheap, healthy, simple and nice. The busy professionals dream.  
• CW: Why We Sleep by Matthew Walker - https://amzn.to/3IesCBm

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