In this latest pile of TRAP, the chaps discussAndy leads off with a recap of the annual CISI shindig in Liverpool and a discussion on what are the aspects of the ideal client profileNick recounts his lessons from the latest Nick Murray Behavioural Investment Conference, “This Is A Football”Alan talks (forever) on Mastermind Groups and the Ideas Exchange, a Chatham House group he has belonged to for the best part of 20 years.The TRAP team answers questions from our beloved Trappists @WomenFinanceNI @Juniper_JonCulture CornerAnd be sure to listen to the end, when nothing much happens.The links referred to in the show are here:Robo Advisers struggling to retain assets: https://www.investmentnews.com/robo-advisers-struggling-retain-investors-in-2022-research-finds-227476Vanguard VFAM paper: https://corporate.vanguard.com/content/dam/corp/research/pdf/the_value_of_personalized_advice_final.pdfBrett Davidson White Paper: https://fpadvance.com/whitepaper/stand-out/Kitces Financial Planning Value Summit https://www.kitces.com/kitces-financial-planning-value-summit-2022/?utm_source=ActiveCampaign&utm_medium=email&utm_content=%F0%9F%90%A6+Early+Bird+Special+Offer+For+The+Next+Kitces+Summit&utm_campaign=2022+Value+Summit+Email+%231+-+Early+Bird&vgo_ee=otYzsrRSLe7UaoC1WSrcVBgJV8GuZN5Xeqtr%2F5Ba25A%3DSarah Blondin on Insight Timer https://insighttimer.com/sarahblondin ============================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.

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