In this latest pile of TRAP, the chaps discuss:
- The UK’s Not-A-Budget
- Commission shenanigans in Ireland
- The Onboarding Process/Welcome Meetings
- Model Portfolio Services (MPS) - What is their point and is Blackrock entering this area a big thing or not?
- Culture Corner
And be sure to listen to the end, when nothing much happens.
The links referred to in the show are here:
- A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust
- Watch Get Smart With Money | Netflix Official Site
- The Tim Ferriss Show: #618: Roelof Botha — Investing with the Best, Ulysses Pacts, The Magic of Founder-Problem Fit, How to Use Pre-Mortems and Pre-Parades, Learning from Crucible Moments, and Daring to Dream on Apple Podcasts
- https://www.cegworldwide.com/
- EP529 of Modern Wisdom podcast
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