49 - Universal Marketing Truths

TRAP: The Real Adviser Podcast

Alan Smith; Andy Hart; Carl Widger; Nick Lincoln द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Alan Smith; Andy Hart; Carl Widger; Nick Lincoln या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

3M ago 1:25:56

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Della Voce was bobbing along lost somewhere in the Atlantic; Storyteller was in an internet-lousy Turkey. So we had a guest host in Samantha Russell, a “Chief Evangelist” or something. Check out her profile here: https://www.linkedin.com/in/samanthacrussell/recent-activity/all/

In this latest pile of TRAP, the Trap Pack discuss

Topical issues, including the Euros, TRAP’s first award (yes, really), IRIS, JP Morgan Guide to Retirement, Powerball winners fleeced, humans trusted more than AI (no shit), Schroders Adviser Survey 2024, Tavistock v Titan,
Meat and Potatoes: Universal Marketing Truths
Questions posted by our beloved TRAPist Jake: https://www.linkedin.com/in/jacob-parsons1664
Culture Corner

Links referred to in the show:

Sam - https://news.northwesternmutual.com/planning-and-progress-study-2024 (People of all generations trust humans significantly more than AI when it comes to helping them with their financial plans,
NL - IRIS tax-return software: https://www.iris.co.uk/products/iris-elements/tax/
AH - JP Morgan Guide to Retirement 2024 PDF https://am.jpmorgan.com/us/en/asset-management/institutional/insights/retirement-insights/guide-to-retirement/
NL - US$60M Powerball winners fleeced by commission-based adviser: https://www.wsj.com/finance/investing/a-couple-won-the-powerball-investing-it-turned-into-tragedy-fc8fd31c?st=2kwdddr07zzvgb4&reflink=desktopwebshare_permalink
AH https://advisoryai.com/
Sam - wealth in America Edelman financial engines https://www.edelmanfinancialengines.com/wealth-in-america-2023
NL: Schroders Adviser Survey 2024: https://mybrand.schroders.com/m/698c9b0d5bf92c4/original/Schroders-Adviser-Pulse-Survey-2024.pdf
AS - Tavistock/Titan debacle https://www.cityam.com/titan-and-tavistock-descend-into-legal-spat-over-sustained-period-of-unacceptable-performance/
NL: friend of the show Banke

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