TRAP: The Real Adviser Podcast

81 - First World Problems

Oct 9, 2025
The hosts dive into the intriguing world of first-world problems, discussing the nuances of advisory practices and client complacency. They debate whether platforms should offer cryptocurrency options and reflect on the implications of Nutmeg's financial struggles post-acquisition. Insightful conversations on educating clients' children about investing lead to valuable tips. Cultural recommendations range from gripping podcasts to classic literature, ensuring listeners leave entertained and informed.
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ANECDOTE

From Politely Declining To Saying Yes

  • Alan Smith told how he initially declined the Munich invite then accepted after learning it included Oktoberfest.
  • He used the trip to network, present and enjoy cultural immersion while working.
ANECDOTE

Munich Talk Doubled As Oktoberfest Trip

  • Alan Smith described accepting a speaking gig in Munich because it included Oktoberfest tickets.
  • He presented financial planning workshops there and met enthusiastic German planners who were new to full financial planning.
INSIGHT

Europe Lags but Shows Planning Appetite

  • Continental Europe (Germany) remains early in the full financial planning journey compared with the UK.
  • Younger breakaway advisors are keen to adopt UK-style planning and are highly engaged when exposed to it.
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