49 - Universal Marketing Truths

TRAP: The Real Adviser Podcast

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-unacceptab

============================
TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest.
============================
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.