TRAP: The Real Adviser Podcast

Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
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Jun 6, 2024 • 1h 23min

46 - Politics - Do You or Don't You?

The podcast discusses BTC ETFs in the UK, insurance payouts by Royal London, SPIVA Persistence, Bank of Ireland rate rises, and pension dashboards. The main focus is on politics in financial planning. They also address challenges in the financial market, competition, fund manager performance, and advisor fees. The hosts share insights on navigating politics with clients amidst health challenges and offer financial planning tips.
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May 23, 2024 • 1h 51min

45 - TRAP Live!

TRAP Live! recorded in London with a rowdy atmosphere, discussing crypto in finance, ethical challenges, niche financial planning, and strategies for advisors and building scalable firms. Insightful topics on digital transformation, AI impact, and building an ideal financial planning practice.
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May 9, 2024 • 1h 5min

Today's The Day!

This podcast covers topics such as succession planning in financial advisory businesses, empathetic financial advising, webinar organization strategies, client charges, investment strategies, and the role of bonds in investments. The speakers also emphasize the importance of self-care for leadership success and reflect on the challenges and opportunities in the financial industry.
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4 snips
Apr 25, 2024 • 1h 30min

44 - Bricks and Torture

The Trap Pack covers various topics like TRAP Live event, service standards, FCA fee review, Irish investment fraud, Bricks and Torture. They discuss property vs. equity, investment options, and share links for more information. The hosts encourage audience engagement and end with closing remarks.
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31 snips
Apr 11, 2024 • 1h 42min

43 - The One About AI (Alan's Infatuation)

Topics in this podcast include AI integration in financial advisory firms, generational wealth transfer trends, challenges of unregulated solar investments, and the debate on financial planning regulation. The speakers also touch on the passing of Danny Kahneman and discuss the power of personal storytelling in creating loyal advocates for businesses.
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Mar 28, 2024 • 1h 19min

42 - Clients or Customers?

The podcast discusses diverse topics including Finish fables, JISA joys, cheap online tax-returns, total returns, FCA thematic review, and the debate between clients or customers in financial advisory. It also touches on cultural differences, retirement planning, and the importance of ongoing client-centered financial planning practices.
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5 snips
Mar 14, 2024 • 1h 28min

41 - SJP et al: Big Brands, Big Challenges

The podcast covers topics like SJP's challenges, Bitcoin peaks, British ISAs, and the Norwegian Oil Fund diversification. They discuss PR firms, ethical concerns in UK platforms, and the evolution of financial planning in a leading firm. Regulatory actions, industry outrage, and eccentric wealth stories add a fun twist to the episode.
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Feb 29, 2024 • 1h 19min

40 - You're Fired!

In this podcast, they discuss Meta's first dividend, FIRE stories, Lombard Loans, Nikkei trends, and the value premium. They also cover topics like sacking yourself off, financial life planning, and the importance of a good night's sleep.
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Feb 15, 2024 • 1h 9min

39 - The Wealth Transfer - Hype or Real?

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 TRAP Live announcement, scams, the Irish FPSB, accountants and pensions and misconceptions, Irish consolidation, retirement living standards, the destruction AND creation of wealth, HUM Premium price changes, MS Copilot- Meat and Potatoes: The Wealth Transfer: Hype or Real?- Questions posted by our beloved TRAPists Will Bennett https://www.linkedin.com/in/will-bennett-dippfs-7a230792/ - Culture CornerLinks referred to in the show:CW: Samantha Russel is www.twitter.com/samanthatwentyNL: www.tiny.cc/ifaforumAS - Scams https://x.com/alanjlsmith/status/1751905578580873378?s=46&t=sRHfdIQon2TfFJRFg7K23w AH -THE RETIREMENT LIVING STANDARDS - pro savings and thinking https://www.plsa.co.uk/Policy-and-Research/Topics/Retirement-Living-Standards - https://moneytothemasses.com/news/pension-needed-in-retirement-rises-in-2024-amidst-cost-of-living-crisisAS - Wealth destruction at scale https://markets.businessinsider.com/news/funds/cathie-wood-ark-invest-wealth-destroyed-tech-stocks-morningstar-arkk-2024-2AH - 15 Top Wealth Creators in the Fund Industry - https://www.morningstar.com/funds/15-top-wealth-creators-fund-industry-2 Wealth Transfer - Is the Hype Real?  - https://www.humansundermanagement.com/blog/wealth-transfer -AH - Stutz - Phil - Netflix: https://www.netflix.com/title/81387962 AS - Tim Ferris with Noah Kagan podcast https://www.youtube.com/watch?v=_htIvi4JzOsCW: Happy Birthday Triplets this Valentine’s Dayhttps://music.apple.com/ie/album/this-is-the-one/325549329?i=325549345 ============================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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4 snips
Feb 1, 2024 • 1h 21min

38 - Investment Fundamentals 101

The podcast covers various financial topics, including Transact price reductions, US$6TN in cash, and Irish IX launch. They discuss investment fundamentals, lifestyling consequences, and the importance of quality financial planning. Emphasizing income-producing assets over crypto investments and navigating investment pressures and trends. They explore an intriguing financial scandal on Netflix and compare email marketing platforms and share book recommendations.

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