Shownotes Transcript
Podcast: TRAP: The Real Adviser Podcast) (LS 44 · TOP 1% what is this?))Episode: 33 - Revolutionise Your Referrals)Pub date: 2023-11-23[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/442899444f77476bb5bf4173f5362842/¬es=33 - Revolutionise Your Referrals))powered by Listen411) - fast audio-to-text and summarization
Click HERE to send the TRAP Pack a message)
In this latest pile of TRAP, the Trap Pack discuss
- Topical issues, including a recap of HUM, hitting 500 YT subscribers, final call for the Irish Ideas Exchange, Consumer Duty updates, planning for 2024
- Meat and Potatoes: Revolutionise Your Referrals - Marketing Series 1/3
- Questions posted by our beloved TRAPists Master J
- Culture Corner
Links referred to in the show:
- AS FCA letter/ media and platforms requesting fee justification https://www.fca.org.uk/publication/correspondence/dear-ceo-letter-fca-expectations-wealth-management-stockbroking-firms.pdf)
- NL- New research on safe withdrawal rates https://www.morningstar.com/retirement/good-news-safe-withdrawal-rates)
- AS Filth https://www.tickmill.co.uk/futures?redir=0&__hstc=94732803.66d8516e5806623afdf330775f39559a.1699629257117.1699629257117.1699629257117.1&__hssc=94732803.1.1699629257117&__hsfp=47545668&_gl=11ncrq1u_gaMTY5NTgyNjM1OC4xNjk5NjI5MjU1_ga_1KQF7MN5TZ*MTY5OTYyOTI1NS4xLjAuMTY5OTYyOTI1NS4wLjAuMA)..
- NL - Colin Turton’s Adviser Asset - decent curation of platform/provider announcements. Sign up here: https://www.adviserasset.co.uk/contact-us/) “sign me up for Communications targeting UK Financial Advisers”
- AH - Hotel Chocolat sold to Mars, a brief story around this and ‘selling out’ https://www.theguardian.com/business/2023/nov/16/hotel-chocolat-founders-mars-takeover-angus-thirlwell) IFA when they sell, maintaining integrity to clients and themselves. Thoughts around this.
- NL - very quick plug for the IFA Forum: www.tiny.cc/ifaforum)
- AS - another new fintech launch focused on low costs https://www.altfi.com/article/exclusive-tandem-bank-co-founders-launch-prosper-with-gbp3-2m-aiming-to-reshape-wealth-management)
- AS: https://vimeo.com/44316413)
- AS: https://www.amazon.co.uk/Just-Ask-generate-referrals-business-ebook/dp/B09LYXJ5V)
============================**Take part in the conversation! **We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here). Help us to help you! The more followers we have, the more we can do stuff going forward. So please:
- Subscribe and Like our YouTube Channel)
- Leave a 6/5 star review on iTunes)
- Share TRAP) with your peers and colleagues
- 'Enjoy' the Twitter chat at @AdviserPodcast).
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.