75 - Building A Shit Hot Client Experience
TRAP: The Real Adviser Podcast
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Wealth Tax and Investment Dynamics
This chapter examines the regulatory landscape of client documentation in financial advisory, comparing Fidelity's compliance with other providers. It discusses the implications of a potential wealth tax in the UK, analyzing public support and the socio-economic impact on high-net-worth individuals. The conversation further explores initiatives to promote financial literacy and investment among the younger generation, highlighting the challenges of encouraging wider participation in wealth creation.
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