20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting

TRAP: The Real Adviser Podcast

In this latest pile of TRAP, the Trap Pack discuss

• Three glowing reviews of the podcast, read by Andy in his inimitable style
• Topical issues, including a review of the Adviser 3.0 conference and The Stig’s car crash of financial mistakes
• Meat and Potatoes: How To Run The Initial Strategy/Blueprint Meeting
• Questions posted by our beloved Trappists @burtong1 and @TobiasEvans1
• Culture Corner

Links referred to in the show:

• Rational Reminder EP252 at 1h14m in. Burton Malkiel on why it’ll be a long time (if never) before indexing takes over: https://pca.st/1nf20r18#t=1h14m33s
• Timeline Charts 2023: https://go.timelineapp.co/charts23
• The Context with Sinead O’Sullivan https://thecurrency.news/articles/117393/the-context-with-sinead-osullivan-part-one-disrupting-time-by-aaron-stark/
• Metis ireland Recruitment Careers - Metis Ireland | Your Plan, For Life
• Philip Donnelly www.twitter.com/@PhilDouglasDon. Doing the 100 Mile Ride London cycle thing on 28th May. Raising money for GOSH: https://www.justgiving.com/fundraising/philip-donn?utm_source=copyLink&utm_medium=fundraising&utm_content=philip-donn&utm_campaign=pfp-share&utm_term=cc51be8c81054d9fb9f3b4ff4276ce87
• CHC Directors jailed https://www.rte.ie/news/2023/0512/1383276-custom-house-capital/
• Andy’s new mic - Rode - https://amzn.to/425IJIT

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