

81 - First World Problems
Oct 9, 2025
The hosts dive into the intriguing world of first-world problems, discussing the nuances of advisory practices and client complacency. They debate whether platforms should offer cryptocurrency options and reflect on the implications of Nutmeg's financial struggles post-acquisition. Insightful conversations on educating clients' children about investing lead to valuable tips. Cultural recommendations range from gripping podcasts to classic literature, ensuring listeners leave entertained and informed.
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From Politely Declining To Saying Yes
- Alan Smith told how he initially declined the Munich invite then accepted after learning it included Oktoberfest.
- He used the trip to network, present and enjoy cultural immersion while working.
Munich Talk Doubled As Oktoberfest Trip
- Alan Smith described accepting a speaking gig in Munich because it included Oktoberfest tickets.
- He presented financial planning workshops there and met enthusiastic German planners who were new to full financial planning.
Europe Lags but Shows Planning Appetite
- Continental Europe (Germany) remains early in the full financial planning journey compared with the UK.
- Younger breakaway advisors are keen to adopt UK-style planning and are highly engaged when exposed to it.