TRAP: The Real Adviser Podcast

The podcast covers topics like client acquisition process, leveraging LinkedIn for business growth, navigating investments for high net worth clients, and social media trends. Guests discuss pension changes in Ireland and early retirement impacts in the UK, emphasizing systematic work and client relationships.

The Trap Pack discusses client acquisition process, Monk Mode lifestyle, winning clients in financial advisory, creating positive work environments, corruption in Sicily, and the Shaping Wealth program for advisors. They also share insights on sports events, client asset security, and the Netflix series Bad Sisters.

The TRAP podcast explores topical issues like the spat between CII and PFS, the Consumer Duty in financial services, and a discussion on fees. They also touch on the challenges of regulatory changes and optimizing fee structures for financial advisory services.

In this TRAP Christmas Special, the Trap Pack devote an entire show to answering questions from our beloved Trappists.On that note: the Pack would like to say a big “thank you” to all our dear Trappists who have made the show a success to date. We have plans to develop the show further and can only do it with the boost to our egos your feedback and support give us.We wish all of you a very Happy Christmas and hope you smash 2023! And please keep sharing TRAP with your peers and colleagues.Now, on with the show, in which the Trap Pack answers questions from our beloved Trappists @matt_aitchison @matt_tumbers @EssentiallyLtd @benjaminalves10 @mantaromoney @Mr_Munker @FaithLiversedge @AmGhai @JPotter5 @jambohughes1 @RobS_Kingmakers @PhilDouglasDon @joefroudfpfs @thefinancialP70 @darbiter @bluewaterfp============================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.

In this latest pile of TRAP, the chaps discussWhich coaches and external influences have had the most impact on our development as financial planners/peopleBusiness planning for the next 12 months: who does this and why?The Trap Pack answers questions from our beloved Trappists @gp_mantini and Ben FCulture CornerLinks referred to in the show:Artificial Intelligence: ChatGPT: Optimizing Language Models for DialogueThe Godfather, Mario Puzo: https://www.amazon.co.uk/Godfather-Mario-Puzo-ebook/dp/B009GJ870QUK Tax App: Android: https://play.google.com/store/apps/details?id=com.geekycoders.uktaxcalculators&hl=en_GB&gl=USApple: https://.apps.apple.com/gb/app/uk-tax-calculators-2022-2023/id460977743============================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.

In this latest pile of TRAP, the chaps discussExamples of real financial planning and how it transforms people’s livesFTX and Scam Bankrupt-FraudThe TRAP team answers questions from our beloved Trappists @Aron Gunningham and @JoshuaBromilowCulture CornerLinks referred to in the show:Spoof Larry David February 2022 advert for Sam Bankman-Fried’s FTX fraud, with over 11M views: https://www.youtube.com/watch?v=noekVG8XLQICitymapper app: https://citymapper.com/?lang=enHigh-Performance Podcast: https://podcasts.apple.com/gb/podcast/the-high-performance-podcast/id1500444735The Geometry of Wealth: How to Shape a Life of Money and Meaning https://www.amazon.co.uk/dp/B07N8J4V8G?ref_=cm_sw_r_apin_dp_RT8RXAAABAQZWGN3PQM7============================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.

In this latest pile of TRAP, the chaps discussThe pros and cons of the solo adviser v intentionally growing a practiceThe TRAP team answers questions from our beloved Trappists @SeanBanksFP and @Andy_ReynoldsCulture CornerAnd be sure to listen to the end, when nothing much happens.Links referred to in the show:The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It https://amzn.eu/d/fCdI6AvCharles Schwab Business Breakdown podcast: https://podcasts.apple.com/gb/podcast/charles-schwab-the-8-trillion-dollar-gorilla/id1559120677?i=1000570572972Episode 102 of The All-In Podcast: https://youtu.be/A-bIpJdaCnMSwindled Podcast - https://swindledpodcast.com/ ============================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.

In this latest pile of TRAP, the chaps discussThe passing of Ian Taylor, truly a visionarySouth African shenanigans with Andy and NickCarl talks about the common phenomenon of Imposter SyndromeAndy talks about Beauty ParadesThe TRAP team answers questions from our beloved Trappists Sam B and Will SCulture CornerAnd be sure to listen to the end, when nothing much happens.Links referred to in the show:Jordan Peterson’s “Essay” software, a browser-based word processor package to help you write better: https://www.youtube.com/watch?v=XHIhtWPpDVIThe Human Side of Money: Episode 28 https://podcasts.apple.com/us/podcast/the-human-side-of-digital-marketing-with-samantha-russell/id1509519096?i=1000529593876JP Morgan Guide to the Markets: Guide to the Markets | J.P. Morgan Asset ManagementReadwise============================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.

In this latest pile of TRAP, the chaps discussAndy leads off with a recap of the annual CISI shindig in Liverpool and a discussion on what are the aspects of the ideal client profileNick recounts his lessons from the latest Nick Murray Behavioural Investment Conference, “This Is A Football”Alan talks (forever) on Mastermind Groups and the Ideas Exchange, a Chatham House group he has belonged to for the best part of 20 years.The TRAP team answers questions from our beloved Trappists @WomenFinanceNI @Juniper_JonCulture CornerAnd be sure to listen to the end, when nothing much happens.The links referred to in the show are here:Robo Advisers struggling to retain assets:  https://www.investmentnews.com/robo-advisers-struggling-retain-investors-in-2022-research-finds-227476Vanguard VFAM paper: https://corporate.vanguard.com/content/dam/corp/research/pdf/the_value_of_personalized_advice_final.pdfBrett Davidson White Paper: https://fpadvance.com/whitepaper/stand-out/Kitces Financial Planning Value Summit https://www.kitces.com/kitces-financial-planning-value-summit-2022/?utm_source=ActiveCampaign&utm_medium=email&utm_content=%F0%9F%90%A6+Early+Bird+Special+Offer+For+The+Next+Kitces+Summit&utm_campaign=2022+Value+Summit+Email+%231+-+Early+Bird&vgo_ee=otYzsrRSLe7UaoC1WSrcVBgJV8GuZN5Xeqtr%2F5Ba25A%3DSarah Blondin on Insight Timer https://insighttimer.com/sarahblondin============================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.

In this latest pile of TRAP, the chaps discussThe bond market tumult and how we’re dealing with our client's behaviours during this time.The TRAP team answers questions from our beloved Twitter Trappists @JamesMaston88 and @JoshuaBromilowCulture CornerAnd be sure to listen to the end, when nothing much happens.The links referred to in the show are here:Financial Advisor (sic) Success podcast with Micheal Kitces Ep300: The Evolution Of The Advice Business At Scale And The True Power Of Brand With Joe DuranSamson mic on eBayhttps://www.netflix.com/gb/title/81404807?s=i&trkid=13747225&vlang=en&clip=81606692============================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.