47 episodes
TRAP: The Real Adviser Podcast Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
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- Business
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4.7 • 26 Ratings
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Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
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45 - TRAP Live!
TRAP Live!This is a TRAP episode recorded on 9th May 2024 in front of 140 adoring TRAPists at Lola's, the louche, loose, slightly dangerous bar in the underground caverns of the world-famous London Hippodrome casino.Our sources confirm that this is the first (last?) UK financial services-related live podcast held in the UK and, secondly, there has never been any financial services event in the UK involving so much alcohol.The show follows the normal format, albeit in a slightly more "shamboli...
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Today's The Day!
So today is TRAP Live, and we can't put out a show. Fear not, TRAPists, the live show is being recorded and will come out in two weeks, on 23rd May, Episode 45.For the moment, here's a compilation of bits from previous episodes. Enjoy!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: Subsc...
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44 - Bricks and Torture
In this latest pile of TRAP, the Trap Pack discussTopical issues, including the imminent TRAP Live event, superb service, FCA fee review update, Ultra’s new book (yes, really), Voice’s “planning” week, more Irish investment fraudMeat and Potatoes: Bricks and TortureQuestions posted by our beloved TRAPist Patrick DugganCulture CornerLinks referred to in the show:Meanwhile, service standards elsewhere are awful: https://www.ft.com/content/0a5d30ed-164f-4b9f-a049-fc9692219f79CW: Investment fraud...
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43 - The One About AI (Alan's Infatuation)
TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.comIn this latest pile of TRAP, the Trap Pack discussTopical issues, including Paddy Andrews Métis Norway appt, US$90 trillion to move between generations, surge meeting review, SPIVA S&P Global, the passing of Danny Kahneman, another unregulated investment scheme goes belly up, Ali Hussain in the Sunday Times on adviser fee refundsMeat and Potatoes: AIQuestions posted by our beloved TRAPists www.twitter.c...
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42 - Clients or Customers?
TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.comIn this latest pile of TRAP, the Trap Pack discussTopical 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 loudMeat and Potatoes: Clients or Customers?Questions posted by our beloved Steven S www.twitter.com/passivevanguardCulture CornerLinks referred to in the show:Edward ...
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41 - SJP et al: Big Brands, Big Challenges
TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.comIn this latest pile of TRAP, the Trap Pack discuss- Topical issues, including Artic Rambles, Bitcoin yawns, Irish Banks, double-dipping, British ISAs, good PR firms, Best Buy lists- Meat and Potatoes: SJP: Big Brands, Big Challenges- Questions posted by our beloved TRAPist Will Bennett: https://www.linkedin.com/in/will-bennett-dippfs-7a230792/- Culture CornerLinks referred to in the show:- NL - TRAP YouTube...
Customer Reviews
Excellent podcast
As a solo practitioner in Ireland, I get a lot of value from fun, informative, and topical discussions between a good bunch of guys with whom I share the philosophy of delivering real financial planning to clients. Will definitely be at the live event in 2024. John McWey @ardbrackfin
Outstanding podcast from 4 pioneers of the noble profession
As a financial advisor based in Ireland, I have followed all 4 members of the TRAP pack for many years.
I am currently running a product selling / transaction brokerage. I have wanted to make the commitment to transform the business into a proper financial planning firm for years but I never made the commitment.
Listening to the gents talk about real financial planning in such great detail has been the catalyst I’ve need for change. Hearing the meaning relationship they develop with clients and the true job satisfaction that they get from providing real financial planning has been inspirational.
These four gents are true pioneers of this noble profession and I am extremely grateful for each of their contribution and willingness to share their expertise. Thanks lads. Darragh
Excellent show
Great podcast for financial advisors. Every episode has value.
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