TRAP: The Real Adviser Podcast cover image

81 - First World Problems

TRAP: The Real Adviser Podcast

00:00

Meat & Potatoes: 'Is my advisory practice too comfortable?'

Nick asks whether easy annual Zoom reviews signal complacency and the panel suggests client education, referrals, hiring, and value-adds.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app