TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Royal London/Lang Cat report on value, the strong market close to 2024, some boring Bitcoin updates, the wickedness of pension complications, and client Xmas pressies - yes or no?Meat and Potatoes: Crushing Content CreationQuestions posted by our beloved TRAPists www.twitter.com/@paulcleworth...

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the passing of Bill Vasilieff and Charlie Munger, Sunday Times on Value Assessments, Paul Lewis and sitting in cash, JP Morgan Retirement Report, lunch with a legendMeat and Potatoes: Centres of Influence - Marketing Series 2/3Questions posted by our beloved TRAPists www.twitter.com/@MApowling and...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a recap of HUM, hitting 500 YT subscribers, final call for the Irish Ideas Exchange, Consumer Duty updates, planning for 2024Meat and Potatoes: Revolutionise Your Referrals - Marketing Series 1/3Questions posted by our beloved TRAPists Master JCulture CornerLinks referred to in the show: AS FCA letter/ media and platforms requesting fee justification...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the rise and fall of Open Money, Vanguard leaving China, Irish Ideas Exchange, are we talking about events in the Middle East with affected clients, new Brett Davidson White Paper, Andy rants about the FCA and crypto, SJP adviser saddled with a business loan, Wealthfront débâcle, HUM London happening on the day of this episode’s releaseMeat and Potatoes: The FINAL Exit Strategy: getting all the stuff documented, for...

In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including SJP swallowing Consumer Duty, NextWealth IFA report, M&G closing its property fund, Irish budget investor woes, adviser mastermind top tips - Meat and Potatoes: Taking THAT Fork In The Road - Questions posted by our beloved TRAPists Stuart Mullen - Culture Corner Links referred to in the show: AS: https://www.nextwealth.co.uk/research/financial-advice-business-benchmarks-report-2023/  NL:...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including TRAP Live on 9th May 2024, the TRAP Pack officially open the World Cup in Paris, the annual CISI shindig, Storyteller’s Limerick tripMeat and Potatoes: the chaps discuss the FIRE movementQuestions posted by our beloved TRAPists Jono Randell-Nash www.linkedin.com/in/jono-randell-nash and www.twitter.com/@juniper_jonCulture CornerLinks referred to in the show: NL - Doomslayer - a weekly dose of good news from Human...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Rugby World Cup updates, Messrs Smith & Hart recap HUM Cape Town, AIM investing woes, Progressive Planners Conference, Future You (again), Nucleus buying Curtis BankMeat and Potatoes: What Norway Can Teach HNWs (and their advisers)Questions posted by our beloved TRAPists www.twitter.com/@jlaws4  https://twitter.com/principlespf Culture CornerLinks referred to in the show: Norway Sovereign Wealth fund:...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including being present and putting our your work, DB transfer factory fines, the complete lack of understanding some peeps have about what it is we do (REAL financial advice)Meat and Potatoes: We Need To Talk About FeesQuestions posted by our beloved TRAPists Jez Heal and Philip DragoumisCulture CornerLinks referred to in the show: CW: The Man in the Arena https://youtu.be/A311CnTjfos?si=IQ9JrKPngQkpjp9TAS - apparent lack of...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including FCA fees coming down (yay), Scottish Widows loses 180 funds (eek), DB scheme admins asking for money back (double eek), Zoom asking employees to return to the office (!), TRAP hitting 65k downloads, employing pros and leaving them to it, Buffett’s birthdayMeat and Potatoes: Succinct Seminar SuccessQuestions posted by our beloved TRAPists @jeu1985 @Financial118Culture CornerLinks referred to in the show: NL: Scottish...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including two Morningstar reports, the Buy-to-Let meltdown, gilt pension “protector” funds, sideways markets, and portfolio lendingMeat and Potatoes: Oh, The Mistakes We’ve Made!Questions posted by our beloved TRAPists @wheato1976 and Ian GCulture CornerLinks referred to in the show: Morningstar Report -Why Do Investors Hire Advisers?...

F-BOMB ALERT AT 26m22s!!!!!!!!!!!!!!!!!! In this latest pile of TRAP, the Trap Pack discuss Topical issues, including this month’s Chancellor and his bellend plans for pension funds and unlisted equities, Consumer Duty is born, Limerick Hurlers, update on TRAP Live 2024, active fund management b******t-speak, the complete demise of the formerly ubiquitous GARS fundMeat and Potatoes: How To Survive and Thrive The SummerQuestions posted by our beloved TRAPists @stevesmithlive &...

DISCLAIMER: "STORYTELLER" SMITH WAS IN A TURKISH HOTEL ROOM WITH A FAULTY FIRE ALARM. THIS BEEPS THROUGHOUT. ALAN APOLOGISES PROFUSELY. HE KNOWS HE'S LET THE TRAP PACK DOWN, THE DEAR TRAPPISTS DOWN, HIS FAMILY DOWN, AND - WORSE OF ALL - HE'S LET HIMSELF DOWN. In this latest pile of TRAP, the Trap Pack discuss A possible TRAP live event in 2024. Please let us know if you would be interested in going by leaving your details in the link belowTopical issues, including Google Reviews, CPS study...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including the “Future You 2023” event, the DFA Matrix book, a completely wrong personality test, Schroders Adviser Pulse 2023 report, the awful RegData trauma Meat and Potatoes: From Sin Bin to Sending Off: Handling Problematic ClientsQuestions posted by our beloved TRAPist - @Darren_Bilkey @Bill_n_e_wann @LlewelynBowen @kieranfowleyCulture CornerLinks...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including Bucket Lists, NextGen Conference wrap, the “M&S Incident”, platform cash skimming, 85 year study into happiness and retirement, AI event discounts for TRAPists, Meat and Potatoes: Dispensing The Vitamin C - The Ongoing Client Comms StrategyQuestions posted by our beloved TRAPist - Adam LiddelowCulture CornerLinks referred to in the show: NL...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including a DB Transfer Value tracker site; eye-watering Quilter charges; Alan having a live Bulletproof Entrepreneur podcast eventMeat and Potatoes: Newbie Deep Dive with guest host Emmelia PowellQuestions posted by our beloved Trappists - this episode, there are none! Too little time. Next episode, things will resume. Probably. If we haven’t killed...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including a review of the Adviser 3.0 conference and The Stig’s car crash of financial mistakesMeat and Potatoes: How To Run The Initial Strategy/Blueprint MeetingQuestions posted by our beloved Trappists @burtong1 and @TobiasEvans1Culture CornerLinks referred to in the show: Rational Reminder EP252 at 1h14m in. Burton Malkiel on why it’ll be a long time...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including Carl attending The Real Deal; TRAP being shortlisted for a podcast award; getting encouraged by podcast-meister Steven Bartlett; Berkshire Hathaway 2023 AGM; HUM London and South Africa on the horizon; Lisbon as a decent city breakMeat and Potatoes: Getting To Know YouQuestions posted by our beloved Trappists Tom R and @burtong1    Culture...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including the possible return of annuities; Colin Lawson’s fresh approach to realising business capital; resolution of the Neil Woodford fiasco; Irish Life causing ripplesMeat and Potatoes: Critical Non-Essentials: refining the client experienceQuestions posted by our beloved Anon (!) and David MilneCulture CornerLinks referred to in the show: Colin...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including Mr Hart’s Maven Money podcast breaking through 1M downloads (really); the decline in size of the UK stock market; Chat GPT - a threat?; more nonsense around risk scalesMeat and Potatoes: Man Plans and God Laughs. Whilst planning for the future is important, so is giving clients permission to live their best lives now.Questions posted by our...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including Ireland scraping home against a severely depleted England; massive pension changes in the UK; an MBO with Métis Ireland.Meat and Potatoes: Keep It Simple Stupid (KISS). Why do so many overcomplicate?Questions posted by our beloved Trappists @matt_aitchison, Colin BatesCulture CornerLinks referred to in the show: NL: Inside Vanguard: Leadership...

In this St Patrick’s Day Special latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including one IFA saving a client from a £450,000 fraud; the road to hell that is pension Lifestyling; the unbelievably rapid demise of the Vanguard advice experimentMeat and Potatoes: St James’s Place - a commercial behemoth. But at what cost?Questions posted by our beloved Trappists @RossTaylorFP @cianmetiscfpCulture...

In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including positive feedback on the previous episode 13; the ridiculousness of fund risk ratingsMeat and Potatoes: Why ambiguity is such an inherent part of real financial planning. And the Trap Pack’s top tips for newbies to this mighty profession.Questions posted by our beloved Trappists @joshgerstler @dirkgroeneveld @ComradesNicCulture CornerLinks...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the PFS’s escalating legal bills; an as-yet-unnamed IFA with his/her/their fingers in the till; VCTs - good enough for Nick but not for clients; Value for Money Statements; our Trappist Six Nations meet and greet at The Royal Oak, MaryleboneThree glowing reviews of the podcast, read by Andy in his inimitable styleMeat and Potatoes: helping clients transition to the next stage whilst also looking after our own...

****SLIGHT TECHNICAL ISSUES AT 50m AND 65m - STICK WITH IT!**** In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatnessThree glowing reviews of the podcast,  read by Andy in his inimitable style Meat and Potatoes: The Client Acquisition Process in great depth. Also: Client Surveys - good and bad experiencesQuestions posted by our beloved...

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatnessA glowing review of the podcast, incredibly mangled by AndyMeat and Potatoes: The Client Acquisition Process in great depthQuestions posted by our beloved Trappists Dar, @JcolcloughFP, @MAPSinclairCulture CornerLinks referred to in the show: “Midnight In Sicily” by Peter Robb:...