Podcast: TRAP: The Real Adviser Podcast
Episode: 4 - The Ideal Client Profile
Pub date: 2022-10-14

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

Take part in the conversation! We want YOU to suggest topics and questions you’d like the TRAP team to tackle. The best way to do this is to ask them here and/or join the chat at @AdviserPodcast. Make sure to also Subscribe and Like our YouTube Channel. And don’t forget to leave a 6/5 star review on iTunes.

The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.