42 - Clients or Customers?

TRAP: The Real Adviser Podcast

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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