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 discussTopical 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 TruthsQuestions posted by our beloved TRAPist Jake: https://www.linkedin.com/in/jacob-parsons1664Culture CornerLinks 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_permalinkAH 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.pdfAS - Tavistock/Titan debacle https://www.cityam.com/titan-and-tavistock-descend-into-legal-spat-over-sustained-period-of-unacceptable-performance/ NL: friend of the show Banker On Wheels, useful guide to indexes and comparison of MSCI v FTSE: ============================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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