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
15 - We Need To Talk About SJP [not-audio_url] [/not-audio_url]

Duration: 1:28:21
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 frau…
14 - Top Tips For Newbies [not-audio_url] [/not-audio_url]

Duration: 1:20:53
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 f…
13 - AUM: Advisers Under Management [not-audio_url] [/not-audio_url]

Duration: 1:09:22
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…
12 - How To Win Clients and Influence People PART TWO [not-audio_url] [/not-audio_url]

Duration: 1:13:07
****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 m…
11 - How To Win Clients and Influence People PART ONE [not-audio_url] [/not-audio_url]

Duration: 1:14:52
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 re…
10 - We Need To Talk About Consumer Duty [not-audio_url] [/not-audio_url]

Duration: 1:15:24
In this latest pile of TRAP, the Trap Pack discuss topical issues, including the spat between the CII and PFSa discussion on the big regulatory elephant in the room: Consumer Duty a great question about fees from Devoted…
9 - Xmas 2022 Q&A Special! [not-audio_url] [/not-audio_url]

Duration: 1:02:07
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 th…
8 - Who Coaches Coach? [not-audio_url] [/not-audio_url]

Duration: 1:04:53
In this latest pile of TRAP, the chaps discuss Which 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…
7 - What Is REAL Financial Planning? [not-audio_url] [/not-audio_url]

Duration: 1:07:53
In this latest pile of TRAP, the chaps discuss Examples of real financial planning and how it transforms people’s livesFTX and Scam Bankrupt-FraudThe TRAP team answers questions from our beloved Trappists @Aron Gunningha…
6 - Solo Adviser or Grow Your Practice? [not-audio_url] [/not-audio_url]

Duration: 1:03:28
In this latest pile of TRAP, the chaps discuss The pros and cons of the solo adviser v intentionally growing a practiceThe TRAP team answers questions from our beloved Trappists @SeanBanksFP and @Andy_ReynoldsCulture Cor…