42 - Clients or Customers?
01:18:40 Share

Podcast: TRAP: The Real Adviser Podcast) (LS 44 · TOP 1% what is this?))Episode: 42 - Clients or Customers?)Pub date: 2024-03-28[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/55dd102e01c14815b30827b9dfe2b855/&notes=42 - Clients or Customers?))powered by Listen411) - fast audio-to-text and summarization Click HERE to send the TRAP Pack a message)

**TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: **www.therealadviserpodcast.com)

In this latest pile of TRAP, the Trap Pack discuss

• Topical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loud
• Meat and Potatoes: Clients or Customers?
• Questions posted by our beloved Steven S www.twitter.com/passivevanguard)
• Culture Corner

Links referred to in the show:

• Edward Leffler: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35a)
• AH - https://www.taxd.co.uk/) Easy/Cheap Tax Filing. NL on this: should 40% PAYE taxpayers trust HMRC or should they self-assess as a matter of course?
• CW: Idea for your advisory firm ….. Metis 5K Fund Run for Charity https://www.linkedin.com/feed/update/urn:li:activity:7173968807340691458)
• AS - total returns  https://www.timeline.co/blog/is-the-ftse-100-misleading) 
• NL - 100 years of Edward Leffler’s transformational idea: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35a)
• AH - FCA - Article - Undertaking cashflow modelling to demonstrate the suitability of retirement-related advice https://www.fca.org.uk/firms/undertaking-cashflow-modelling-demonstrate-suitability-retirement-related-advice) 
• CW: Metis Ireland is hiring https://www.linkedin.com/feed/update/urn:li:activity:7176905922131173376)
• AS FCA Thematic Review / AS - Fees for no service https://www.fca.org.uk/publication/thematic-reviews/tr24-1.pdf)
• CW: Most clients don't need advice according to True Potential CEO https://citywire.com/new-model-adviser/news/true-potential-ceo-its-very-rare-our-clients-need-advice/a2438636?re=118418&ea=1287904&utm_source=BulkEmail_NMA_Daily_Single_EAM&utm_medium=BulkEmail_NMA_Daily_Single_EAM&utm_campaign=BulkEm)

============================**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).

The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.