2 - Welcome Meetings and other stuff

07/10/2022 1h 1min Episodio 2
2 - Welcome Meetings and other stuff

Listen "2 - Welcome Meetings and other stuff"

Episode Synopsis

In this latest pile of TRAP, the chaps discuss:The UK’s Not-A-BudgetCommission shenanigans in IrelandThe Onboarding Process/Welcome MeetingsModel Portfolio Services (MPS) - What is their point and is Blackrock entering this area a big thing or not?Culture CornerAnd 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 TrustWatch Get Smart With Money | Netflix Official SiteThe 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 Podcastshttps://www.cegworldwide.com/EP529 of Modern Wisdom podcast ============================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.