TRAP: The Real Adviser Podcast 27 - Succinct Seminar Success
01:18:23
In this latest pile of TRAP, the Trap Pack discuss
- Topical issues, including FCA fees coming down (yay), Scottish Widows loses 180 funds (eek), DB scheme admins asking for money back (double eek), Zoom asking employees to return to the office (!), TRAP hitting 65k downloads, employing pros and leaving them to it, Buffett’s birthday
- Meat and Potatoes: Succinct Seminar Success
- Questions posted by our beloved TRAPists @jeu1985 @Financial118
- Culture Corner
Links referred to in the show:
- NL: Scottish Widows to cut 180 (!) Life and Pension funds: https://citywire.com/new-model-adviser/news/scottish-widows-cuts-180-pension-funds/a2422951?re=111659&ea=1700645&utm_source=BulkEmail_NMA_Weekly&utm_medium=BulkEmail_NMA_Weekly&utm_campaign=BulkEmail_NMA_Weekly
- NL: Capita and others asking ex-scheme members for some of their transfer values back! https://citywire.com/new-model-adviser/news/revealed-capita-demands-1m-db-transfer-money-back-from-members/a2423312?re=111846&refea=1700645
- CW: Sports Stars start VC Fund
England captain Stokes seeks edge with launch of venture fund | Business News | Sky News
- NL: Kitces EP347 on selling to United Capital and then being sold on to Goldman Sachs: https://pca.st/8ctia7xr and EP300 from September 2022 where Joe Duran talks about selling to Goldman: https://pca.st/usp9yjfj which we in turn discussed in EP3 of TRAP: https://pca.st/fmln11oz
- NL: Debbie Condon’s Intuitive Support Provider LOA Guide: https://www.intuitivesupportservices.com/quick-links
- NL: Phil Bray’s written two useful Webinar long forms: https://yardstick-agency.co.uk/4311-1KU3Y-2453515AC6C084426ERRKC81113A4A96C728FD/cr.aspx) https://theyardstickagency.co.uk/blog/10-costly-webinar-mistakes-you-need-to-avoid
- CW: 10x is Easier than 2x https://www.amazon.co.uk/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X
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