32 - The FINAL Exit Strategy

TRAP: The Real Adviser Podcast

In this latest pile of TRAP, the Trap Pack discuss

• Topical issues, including the rise and fall of Open Money, Vanguard leaving China, Irish Ideas Exchange, are we talking about events in the Middle East with affected clients, new Brett Davidson White Paper, Andy rants about the FCA and crypto, SJP adviser saddled with a business loan, Wealthfront débâcle, HUM London happening on the day of this episode’s release
• Meat and Potatoes: The FINAL Exit Strategy: getting all the stuff documented, for that day when you’re not around anymore
• Questions posted by our beloved TRAPists https://www.twitter.com/gregorpolson93
• Culture Corner

Links referred to in the show:

• https://fpadvance.com/whitepaper/how-to-solve-scale-problem/
• https://x.com/andrewdbeer1/status/1719337890734289135?s=46&t=sRHfdIQon2TfFJRFg7K23w
• AH - https://businesscloud.co.uk/news/what-went-wrong-at-openmoney/
• NL: Vanguard turns it back on China: https://www.pionline.com/money-management/vanguard-takes-final-step-exit-china-dismantling-last-team
• NL - US pension allowances v UK - massive difference! https://www.wsj.com/personal-finance/retirement/americans-can-stick-more-cash-in-their-401-k-s-next-year-thanks-to-inflation-5fb4d09f
• AH - FCA Crypto https://www.fca.org.uk/investsmart/crypto-basics
• AH - Google Interview Warmup Tool - https://grow.google/certificates/interview-warmup/
• CW: JL Collins talk at Google https://youtu.be/T71ibcZAX3I?si=fB9-jy29kMbKhn72
• AS - Sylvester Stallone on Netflix https://www.netflix.com/title/81450717?s=i&trkid=0
• NL - Elon and Joe podcast video on Daily Motion: https://www.dailymotion.com/video/x8p91p6
• NL - “Think and Grow Rich” by Napoleon Hill on Kindle at £0.99p: kindle 99p: https://www.amazon.co.uk/Think-Grow-Rich-Napoleon-Hill-ebook/dp/B08776ZZY4/ref=sr_1_1?crid=30XHCZM2EQYUA&keywords=kindle+99p+books+think+and+grow+rich

============================
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.