TRAP: The Real Adviser Podcast

45 - TRAP Live!

May 23, 2024
TRAP Live! recorded in London with a rowdy atmosphere, discussing crypto in finance, ethical challenges, niche financial planning, and strategies for advisors and building scalable firms. Insightful topics on digital transformation, AI impact, and building an ideal financial planning practice.
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1
Introduction
00:00 • 3min
2
Introductions, Acknowledgments, and Recognition in Offshore Investment and Financial Partnerships
02:39 • 2min
3
Exploring Crypto in Mainstream Finance
04:46 • 5min
4
Exploring Cryptocurrency Skepticism and Insights from a Conference
09:41 • 2min
5
Digital Transformation in Financial Planning
11:54 • 28min
6
Addressing Ethical Challenges in Financial Planning Industry
39:44 • 2min
7
Building a Niche Financial Planning Practice
42:10 • 9min
8
Strategies for Advisors: Marketing, Financial Planning, Hybrid Fees, and Asset Allocation
51:36 • 3min
9
Strategies for Building a Scalable Financial Planning Firm
54:13 • 9min
10
Insights on Financial Planning, High Net Worth Clients, and Evidence-based Investing
01:02:43 • 2min
11
Strategies for Designing an Ideal Financial Planning Practice
01:04:20 • 16min
12
Review and Acknowledgments of The Informed Decisions Podcast
01:20:41 • 4min
13
Exploring Success, Wealth, and Financial Advice
01:25:01 • 18min
14
Exploring AI's Impact on Financial Planning and Human Interaction
01:42:51 • 3min
15
Exploration of AI, Career Choices, and Regulatory Challenges in Finance
01:45:42 • 3min
16
Expressing Gratitude and Acknowledging Contributors
01:48:42 • 2min