19 - Onboarding Pt1 - Getting To Know You

19 - Onboarding Pt1 - Getting To Know You

Author: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln May 11, 2023 Duration: 1:28:31
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 &nb...

Join Alan Smith, Andy Hart, Carl Widger, and Nick Lincoln around a virtual table for TRAP: The Real Adviser Podcast. This isn't a polished, scripted finance lecture. Instead, it's a weekly conversation between four seasoned business owners and entrepreneurs who've navigated the trenches of personal finance, investing, and marketing themselves. They bring that grounded, often irreverent perspective to dissecting the peculiarities of managing money in the UK and Ireland. You'll hear them debate strategies, unpack complex topics with straightforward language, and share the occasional hard-won lesson from their own ventures. The tone is candid and conversational, more like overhearing a chat in a pub than attending a formal seminar. For anyone running a business or simply trying to make smarter decisions with their own finances, this podcast offers a refreshingly authentic take, free from jargon and sales pitches. It’s the real talk you’d want from a trusted mate who also happens to know their stuff.
Author: Language: en-gb Episodes: 96

TRAP: The Real Adviser Podcast
Podcast Episodes
4 - The Ideal Client Profile [not-audio_url] [/not-audio_url]

Duration: 1:04:27
In this latest pile of TRAP, the chaps discuss Andy 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 la…
3 - Bond Market Carnage [not-audio_url] [/not-audio_url]

Duration: 1:02:46
In this latest pile of TRAP, the chaps discuss The 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…
2 - Welcome Meetings and other stuff [not-audio_url] [/not-audio_url]

Duration: 1:01:02
In this latest pile of TRAP, the chaps discuss: The UK’s Not-A-BudgetCommission shenanigans in IrelandThe Onboarding Process/Welcome MeetingsModel Portfolio Services (MPS) - What is their point and is Blackrock entering…
1 - Carl's Big Event [not-audio_url] [/not-audio_url]

Duration: 1:00:14
In this latest pile of TRAP, the chaps discuss: Carl's Big Event;The importance of Showing Your WorkHow difficult it can be to remain Present and In The MomentAnd be sure to listen to the end, when nothing much happens.…
Introduction To The Real Adviser Podcast (TRAP) [not-audio_url] [/not-audio_url]

Duration: 7:36
============================ 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 follo…

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