TRAP: The Real Adviser Podcast 10 - We Need To Talk About Consumer Duty
5 snips
Jan 6, 2023 The TRAP podcast explores topical issues like the spat between CII and PFS, the Consumer Duty in financial services, and a discussion on fees. They also touch on the challenges of regulatory changes and optimizing fee structures for financial advisory services.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Prioritizing Self-Care and Personal Development
05:11 • 8min
Navigating Consumer Duty Regulations
12:58 • 21min
Optimizing Fee Structures in Financial Advisory Services
34:13 • 25min
Managing Decumulation in Retirement with Sequence Risk Consideration
58:53 • 2min
Exploring Financial Planning Reviews and Client Acquisition Strategies
01:00:32 • 2min
Client Acquisition Evolution and Resource Recommendations
01:03:02 • 11min