TRAP: The Real Adviser Podcast

23 - Sin Bin or Send Off?

22 snips
Jul 6, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Best Personal Finance Podcast Out There
01:53 • 2min
3
Future U: How to Get Yourself Future Ready
03:56 • 6min
4
The Third Act
09:44 • 2min
5
The DFA Matrix Book 2023
12:09 • 4min
6
The Dimensional Matrix Book
15:51 • 3min
7
Dave Butler, the Global CEO of Dimensional
18:21 • 2min
8
The Trap Podcast
20:38 • 2min
9
The Bottom Two Percentile on Agreeableness
22:22 • 2min
10
The Benefits of Being Disagreeable
24:17 • 2min
11
The Concern About Capital Loss
25:48 • 5min
12
The Consciousness of Pricing
30:34 • 4min
13
The Meat and Potatoes of the Show
34:49 • 3min
14
The Importance of Financial Planning
37:58 • 5min
15
How to Lose a Client
42:31 • 2min
16
How to Avoid Yellow and Red Cards in Business
44:02 • 4min
17
The Importance of Being Proactive With Clients
48:13 • 2min
18
The Importance of a Clear Client Value Proposition
50:05 • 2min
19
The Goat of Onboarding
52:02 • 4min
20
The Yellow Card: How to Avoid It
56:26 • 5min
21
The Importance of Diversification
01:01:36 • 2min
22
The Disagreement of a Client
01:04:04 • 2min
23
The Trap of Miserable Client Relationships
01:06:23 • 4min
24
How to Use a Multi-Decade Compounding Machine to Forecast Financial Performance
01:10:45 • 5min
25
The Importance of Culture Corner
01:15:34 • 4min
26
Air, the Michael Jordan Film on Amazon Prime
01:20:00 • 3min