Listen "52 - KPIs: Key People of Influence"
Episode Synopsis
Podcast: TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this?)Episode: 52 - KPIs: Key People of InfluencePub date: 2024-08-29Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this latest pile of TRAP, the Trap Pack discussTopical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest’s Spot The Dog, Vanguard getting “expensive”, SJP and Polaris, boring CVs, US pension horror stories, another AI startupMeat and Potatoes: KPIs - Key People of InfluenceQuestions posted by our beloved TRAPists Russ M and Ollie L (neither had socials)Culture CornerLinks referred to in the show:NL: turns out Hargreaves Lansdown DOES have a Slavery Policy. FFS. Goodnight, UK plc: https://x.com/HatTipNick/status/1824716616099156147CW: Investment Fraud alive and well in Ireland https://www.rte.ie/news/ireland/2024/0823/1466327-investment-fraud/#:~:text='Staggering'%20rise%20in%20investment%20fraud,%E2%82%AC28m%20stolen%20last%20year&text=Garda%C3%AD%20have%20warned%20of%20a,than%202021%20and%202022%20combinedNL: Cerulli 2023 report into US adviser numbers and rookie failures: https://www.cerulli.com/press-releases/the-financial-advisor-industry-has-a-headcount-problem H/T to Ermos Erotocritou CFP https://www.linkedin.com/in/ermos?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAIJTVEBxQYOFu0tzywLz5MvLmC_1bYQ2yo&lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BXD36DPgCTYWqsIEDTo2ciQ%3D%3DAS adviser profitability trends https://www.professionaladviser.com/news/4343067/profits-financial-adviser-firms AH - HL cash rates https://www.hl.co.uk/charges-and-interest-rates - Trading 212 5.2% to 5% - Transact 4.95% - CD Impact - What do DFMs pay. CW: The Central Bank of Ireland view on Cryptocurrency https://www.centralbank.ie/consumer-hub/crypto-consumer-information#:~:text=Crypto%20is%20not%20a%20regulated,crypto%20and%20crypto-related%20productsNL: https://www.ft.com/content/495a5329-c4f7-4731-938d-a2ef48851558 BestInvest’s “Spot The Dog”. H/T to Robin Powell.CW: Laya Healthcare increase prices again ============================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.
More episodes of the podcast HUM Curated Podcasts
Value Beyond The Meeting [Episode 305]
01/05/2025
Nobody Knows (Yet Again)
01/05/2025
69 - The Couples Conundrum
01/05/2025
344. Humans and AI
01/05/2025
Ruminating on Asset Allocation
01/11/2024
56 - Full Fit Financial Planning
01/11/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.