TRAP: The Real Adviser Podcast

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Building A Shit Hot Client Experience TRAPist question(s) from www.twitter.com/Tom_Oates54 Culture Corner Show links: http://tiny.cc/traplinks ============================ 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 a...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: From Football to Finance with guest host Paddy Andrews Culture Corner TRAPist question(s) from Patrick Duggan: https://www.linkedin.com/in/patrick-duggan-06a61719 Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Network Effect Culture Corner TRAPist question(s) from Dave Quinn www.twitter.com/investwiseFP Show links: http://tiny.cc/traplinks ============================ 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...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: M&A Musings with special guest Rob Stevenson.  Culture Corner TRAPist question(s) from Conor McLarnon http://linkedin.com/in/conormclarnon Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to an...

TRAPLIVE25 RECORDING PLUS Q&A!!! In this latest LIVE pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Four Horsemen’s Origin Stories Culture Corner TRAPist question(s) from Peter Watts https://www.linkedin.com/in/peter-watts-dippfs-cert-cii-mp-23047169/ Q&A with the TRAP Pack and our beloved TRAPists Show links: http://tiny.cc/traplinks ===========================...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: BitCoin Battles Culture Corner TRAPist question(s) from Anonymous Lewis Show links: http://tiny.cc/traplinks ============================ 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...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Couples Conundrum Culture Corner TRAPist question(s) from www.twitter.com/james_bulpit Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questio...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Tariff Tantrums Culture Corner TRAPist question(s) from M Connor Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pac...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Industry Events: The Good, Bad and The Ugly Culture Corner TRAPist question(s) from Chris Adams https://www.linkedin.com/in/chrisadamsapfs?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Annual Declines, How To Prepare Clients and Get Them Through Culture Corner TRAPist question(s) from Beck Fiddy: https://www.linkedin.com/in/beck-fiddy-71bb23292 Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Metrics That Matter Culture Corner TRAPist question(s) from Tom Brookes Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like t...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including LifeStrategy figures, NEST talking tripe, Vanguard says “No” to BitCoin, scrapping Cash ISAs, Abrdn selling advice branch, Dan Haylett podcast, Ben Carlson on how much is enough, Hargreaves Lansdown says Hargreaves Lansdown is great value...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Deepseek, GIA CGT ruses, charging for initial meetings, millionaires fleeing UK, Carl’s 3rd Act, digital wills, DB pension surpluses, Tax Freedom Day, Tax List 2005, Voyant User Group 21st March tickets here: https://vug25.eventbrite.co.u...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE . In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including the passing of TRAPist Stuart Knight, massive outflows from active in 2024, Terry Smith annual letter, BitCoin Newport landfill horrors, private equity risk, Verve cohorts, Irish pension “loopholes”, Saba Capital coming after UK investment trusts, Phil Billingham on annual...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE . It's Christmas. There's no way we're getting anything done, so here's a lazy rehash of some juicy bits from 2024. Have a good one, TRAPists - the TRAP Pack look forward to catching up with you in 2025. Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics an...

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE . In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including details about TRAP LIVE25, tax-free cash back in the toothpaste tube snafus, the need in Ireland & UK for consistent long-term pension legislation, Microstrategy joining the NASDAQ100, Goldman Sachs 10 year market prediction, touchy FIRE peeps, Vanguard raising prices o...

TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including TRAP Live25 date - 14th May, Tom Redmayne’s property piece, SJP Property, Blackbee débâcle, Warren Buffer Share Pledge letter, Lifestyling woes, Irish commission ban pending, cash management crashes, Declan King joins Métis Norway, U...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including HUM recap, Canada Life adviser resources, risk tolerances don’t change over time, crypto update (stay awake), Budget ripples and financial planning, new Irish health insurer, Labour to back FOS over charging vexatious claims, Canada Life 100+ resources, Sam Altman interviewed by Nicolai Tangen, the world’s most transparen...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Budget analysis both onshore and offshore peeps, 5% AUM acquisition models, more (potential) Irish fraud, SJP new charging model going down like a bucket of cold vomit, a UK Ponzi scheme, the struggles of a young adviser, Métis Norway hiring yet again, a Bulletproof MBA course Meat and Potatoes: Adviser YouTube Mastery Wi...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidators Meat and Potatoes: Full Fit Financial Planning Culture Corner Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including conflicts of interest, Mind The Gap, why the bucket approach works, CTFs, Kathleen Gallagher on wealth managers fiddling with the graphs, UK and Irish budget forecasts/reactions, Keith Butten (Boosst) masterclass, new HL active savings site, four things clients value most from advisers Meat and Potatoes: Slow Motion Wealt...

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Breaking Bad News Questions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96 Culture Corner Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The...

Because of scheduling issues, we had to record this episode over a week before its release. An hour after recording, the scrapping of the idiotic "British ISA" was announced. That's why we don't mention it. We may do next episode. Don't bank on it #AbsoluteShambles In this latest pile of TRAP, the Trap Pack discuss Topical issues, including DFA movie premiere, TRAP saying...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest’s Spot The Dog, Vanguard getting “expensive”, SJP and Polaris, boring CVs, US pension horror stories, another AI startup Meat and Potatoes: KPIs - Key People of Influence Questions posted by our bel...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including FPSB Ireland making great strides, Truflation, the primacy of equities, CISI Chartered Status, Verve Incubator, Hargreaves Lansdown delisting, HUM London nearly sold out Meat and Potatoes: Much Ado About Nothing Questions posted by our beloved TRAPist https://twitter.com/JoinedUpJill Culture Corner Links referred to in th...