TRAP: The Real Adviser Podcast

71 - TRAP LIVE25!

4 snips
May 22, 2025
In this lively discussion, the hosts celebrate their growing audience and future collaborations. They tackle listener feedback, highlighting crucial investment philosophies and cybersecurity threats in the financial advisory sector. The challenges of business banking and tax relocation trends are explored, alongside personal origin stories that emphasize resilience. Insights from Viktor Frankl inspire a search for meaning, while reflections on Ayn Rand's 'Atlas Shrugged' touch on productivity versus government overreach. The importance of the human touch in financial planning is reinforced alongside evolving regulations.
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ANECDOTE

Alan Smith's Early Big Win

  • Alan Smith started his own business early on with just a PA, named Capital Asset Management for a grand impression.
  • He unexpectedly won a £52 million charity portfolio, proving you should always give big opportunities a chance.
ANECDOTE

Andrew Hart's Challenging Start

  • Andrew Hart began working as a mortgage advisor after initially failing to know the Bank of England base rate.
  • He endured a tough financial crisis but persisted, building his own advisory firm with a focus on full-fat financial planning.
ANECDOTE

Carl Delevocci's Perseverance

  • Carl Delevocci survived the financial crisis and built Metis Ireland focusing on financial planning and index investing.
  • He endured months without pay but stayed true to his client-first beliefs and grew a successful business.
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