15 - We Need To Talk About SJP

TRAP: The Real Adviser Podcast

In this St Patrick’s Day Special latest pile of TRAP, the Trap Pack discuss

• Three glowing reviews of the podcast, read by Andy in his inimitable style
• Topical issues, including one IFA saving a client from a £450,000 fraud; the road to hell that is pension Lifestyling; the unbelievably rapid demise of the Vanguard advice experiment
• Meat and Potatoes: St James’s Place - a commercial behemoth. But at what cost?
• Questions posted by our beloved Trappists @RossTaylorFP @cianmetiscfp
• Culture Corner

Links referred to in the show:

• Something to put in front of your vulnerable clients re scam dangers: https://www.dropbox.com/s/fa9vvp5eyq16io8/20230309%20How%20Frauds%20Work%20and%20How%20To%20Avoid%20Being%20a%20Victim.docx?dl=0
• Vanguard chief defends decision to pull asset manager out of climate alliance https://on.ft.com/3EnzwlU
• List of things Vanguard said they couldn’t or wouldn’t advise on: https://www.professionaladviser.com/news/4030168/reasons-stay-away-vanguard-lists-strict-criteria-advice-service
• Andy’s Money Marketing article of 10th February: https://www.moneymarketing.co.uk/opinion/andy-hart-financial-advice-will-always-be-a-luxury-product/
• Black Rock pulls out of US robo advice market: https://citywire.com/pro-buyer/news/ritholtz-buys-book-of-biz-from-blackrocks-shuttering-robo-advisor/a2410658
• AS: Experiments in Advisor Marketing https://pca.st/episode/65863b6f-524b-457f-a406-2ab1b57fab3f
• NL: Business Breakdowns: IPL: The World’s Fastest Growing Sports League https://pca.st/0x2iywpx
• AH: Morgan Housel podcast - https://podcasts.apple.com/us/podcast/the-morgan-housel-podcast/id1675310669
• CW: Bloomberg explainer on SVB debacle https://www.bloomberg.com/opinion/articles/2023-03-10/startup-bank-had-a-startup-bank-run?utm_source=website&utm_medium=share&utm_campaign=copy

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