19 - Onboarding Pt1 - Getting To Know You

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 Carl attending The Real Deal; TRAP being shortlisted for a podcast award; getting encouraged by podcast-meister Steven Bartlett; Berkshire Hathaway 2023 AGM; HUM London and South Africa on the horizon; Lisbon as a decent city break
• Meat and Potatoes: Getting To Know You
• Questions posted by our beloved Trappists Tom R and @burtong1
• Culture Corner

Links referred to in the show:

• Interested in coming on the show as a Guest Host? Apply here: https://docs.google.com/forms/d/e/1FAIpQLScspw4v7Jq8Amuas2faXX3oIRxoZH-WdkE-r4zA_h7RoWXlLw/viewform?usp=sf_link
• CEK Worldwide Total Client Profile: http://www.cegworldwide.com/downloads/bt-book/eb_ceg_sample_tcp.pdf
• Just Ask! Graham Eisner Just Ask! 7 simple steps to unlock the power of clients, generate referrals and double your business Paperback
• James Dyson - Invention: A Life https://amzn.eu/d/dpXxyiP
• The Bet: Paul Ehrlich, Julian Simon, and Our Gamble Over Earth’s Future https://amzn.eu/d/6jKIogN
• Merryn Somerset Webb’s Tweet on why the UK stock market continues to shrink: https://twitter.com/HatTipNick/status/1654228720771641344
• Decent virtual financial planner website. Kindness Financial Planning, Elliott Appel: What Is It Like Working With a Virtual Financial Planner?
• On Healing with Brendan Ring https://podcasts.apple.com/ie/podcast/on-healing/id1682268935?i=1000611458696
• Michael Lewis https://www.pushkin.fm/podcasts/against-the-rules - https://podcasts.apple.com/gb/podcast/against-the-rules-with-michael-lewis/id1455379351

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