42 - Clients or Customers?

TRAP: The Real Adviser Podcast

コンテンツは Alan Smith; Andy Hart; Carl Widger; Nick Lincoln によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Alan Smith; Andy Hart; Carl Widger; Nick Lincoln またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

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TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

Topical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loud
Meat and Potatoes: Clients or Customers?
Questions posted by our beloved Steven S www.twitter.com/passivevanguard
Culture Corner

Links referred to in the show:

Edward Leffler: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35a
AH - https://www.taxd.co.uk/ Easy/Cheap Tax Filing. NL on this: should 40% PAYE taxpayers trust HMRC or should they self-assess as a matter of course?
CW: Idea for your advisory firm ….. Metis 5K Fund Run for Charity https://www.linkedin.com/feed/update/urn:li:activity:7173968807340691458
AS - total returns https://www.timeline.co/blog/is-the-ftse-100-misleading
NL - 100 years of Edward Leffler’s transformational idea: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35a
AH - FCA - Article - Undertaking cashflow modelling to demonstrate the suitability of retirement-related advice https://www.fca.org.uk/firms/undertaking-cashflow-modelling-demonstrate-suitability-retirement-related-advice
CW: Metis Ireland is hiring https://www.linkedin.com/feed/update/urn:li:activity:7176905922131173376
AS FCA Thematic Review / AS - Fees for no service https://www.fca.org.uk/publication/thematic-reviews/tr24-1.pdf
CW: Most clients don't need advice according to True Potential CEO https://citywire.com/new-model-adviser/news/true-potential-ceo-its-very-rare-our-clients-need-advice/a2438636?re=118418&ea=1287904&utm_source=BulkEmail_NMA_Daily_Single_EAM&utm_medium=BulkEmail_NMA_Daily_Single_EAM&utm_campaign=BulkEmail_NMA_Daily_Single_EAM

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