TRAP: The Real Adviser Podcast 33 - Revolutionise Your Referrals
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Nov 23, 2023 The Trap Pack discuss various topics like HUM, hitting 500 YT subscribers, and Consumer Duty updates. They delve into revolutionizing referrals, share strategies for planning success, and emphasize building a systematic referral strategy. The podcast also touches on wealth management trends, market disruption, and client meeting dynamics in financial planning.
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Positive Podcast Review
- Kyle Punta praised TRAP's entertaining and insightful approach to financial advice.
- He finds it reassuring and helpful as a newer advisor, valuing the simplification of complex topics.
Attend the HUM Conference
- Attend HUM, a successful conference organized by Andy Hart, featuring top speakers like Rory Sutherland.
- The conference offers valuable networking opportunities and insights for financial advisors.
Consumer Duty's Impact on Fees
- The FCA's Consumer Duty focuses on value for money and potential conflicts of interest in percentage-based fee models.
- This scrutiny may impact discretionary portfolio managers charging high fees for basic services.