4 - The Ideal Client Profile

In this latest pile of TRAP, the chaps discuss

• Andy leads off with a recap of the annual CISI shindig in Liverpool and a discussion on what are the aspects of the ideal client profile
• Nick recounts his lessons from the latest Nick Murray Behavioural Investment Conference, “This Is A Football”
• Alan talks (forever) on Mastermind Groups and the Ideas Exchange, a Chatham House group he has belonged to for the best part of 20 years.
• The TRAP team answers questions from our beloved Trappists @WomenFinanceNI @Juniper_Jon
• Culture Corner

And be sure to listen to the end, when nothing much happens.

The links referred to in the show are here:

• Robo Advisers struggling to retain assets:  https://www.investmentnews.com/robo-advisers-struggling-retain-investors-in-2022-research-finds-227476
• Vanguard VFAM paper: https://corporate.vanguard.com/content/dam/corp/research/pdf/the_value_of_personalized_advice_final.pdf
• Brett Davidson White Paper: https://fpadvance.com/whitepaper/stand-out/
• Kitces Financial Planning Value Summit https://www.kitces.com/kitces-financial-planning-value-summit-2022/?utm_source=ActiveCampaign&utm_medium=email&utm_content=%F0%9F%90%A6+Early+Bird+Special+Offer+For+The+Next+Kitces+Summit&utm_campaign=2022+Value+Summit+Email+%231+-+Early+Bird&vgo_ee=otYzsrRSLe7UaoC1WSrcVBgJV8GuZN5Xeqtr%2F5Ba25A%3D
• Sarah Blondin on Insight Timer https://insighttimer.com/sarahblondin

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