2 - Welcome Meetings and other stuff

2 - Welcome Meetings and other stuff

Author: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln October 7, 2022 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 this area a big thing or not?Culture CornerAnd be sure to listen to the end, when nothing much happens. The links referred to in the show are here: A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And TrustWatch Get Smart With Money | Netflix Off...

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
25 - Survive And Thrive The Summer [not-audio_url] [/not-audio_url]

Duration: 1:18:50
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 i…
24 - Lick Says Avoid JAB (JISAs, Annuities, Bonds) [not-audio_url] [/not-audio_url]

Duration: 1:25:22
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…
23 - Sin Bin or Send Off? [not-audio_url] [/not-audio_url]

Duration: 1:24:14
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…
22 - Dispensing The Vitamin C [not-audio_url] [/not-audio_url]

Duration: 1:26:39
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 c…
21 - Newbie Deep Dive with Emmelia Powell [not-audio_url] [/not-audio_url]

Duration: 1:24:58
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…
20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting [not-audio_url] [/not-audio_url]

Duration: 1:19:39
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 fi…
19 - Onboarding Pt1 - Getting To Know You [not-audio_url] [/not-audio_url]

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 aw…
18 - Critical Non-Essentials [not-audio_url] [/not-audio_url]

Duration: 1:24:12
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 re…
17 - Man Plans and God Laughs [not-audio_url] [/not-audio_url]

Duration: 1:29:18
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);…
16 - KISS and Tell [not-audio_url] [/not-audio_url]

Duration: 1:12:30
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 pe…