73 - The Network Effect
TRAP: The Real Adviser Podcast
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Navigating Investment Philosophies and Taxation Challenges
This chapter explores the difficulties of communicating investment strategies, particularly around small-cap stocks, and the impact of long-term performance fluctuations on client education. It also examines recent shifts in inheritance tax regulations in the UK, highlighting their emotional and financial implications for families. Additionally, the conversation addresses the challenges financial advisers face with technology integration in their practices, raising concerns about operational effectiveness.
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