20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting

20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting

Author: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln May 25, 2023 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 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...

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: 97

TRAP: The Real Adviser Podcast
Podcast Episodes
85 - What Real Advisers Actually Say [not-audio_url] [/not-audio_url]

Duration: 1:42:50
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: What Real Advisers SayTRAPist question from Mark D (Dampier?!)Culture CornerShow links: http://tiny.cc/traplinks Sponsor Link: Fundment…
84 - PAUL ARMSON: Mr Marmite! [not-audio_url] [/not-audio_url]

Duration: 1:33:22
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Paul Armson - "Mr Marmite" - with a special offer for TRAPists: go to https://www.inspiringadvisers.co.uk/TRAP50 and use the code TRAP5…
83 - The Future of TRAP [not-audio_url] [/not-audio_url]

Duration: 1:34:38
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: The Future Of TRAPCulture Corner (take two) with Conor Cahalane: https://www.linkedin.com/in/conorcahalanepromethean/Show links: http:/…
82 - (Less) Lonely Money [not-audio_url] [/not-audio_url]

Duration: 1:25:05
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Guest Meghaan Lurtz on (Less) Lonely Money: https://meghaanlurtz.substack.com/TRAPist question(s) from Conor Cahalane https://www.linke…
81 - First World Problems [not-audio_url] [/not-audio_url]

Duration: 1:35:13
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: First World ProblemsTRAPist question(s) from Patrick Duggan: http://linkedin.com/in/patrick-duggan-06a61719Culture CornerShow links: ht…
80 - CATHI HARRISON: The Girl's Got Verve [not-audio_url] [/not-audio_url]

Duration: 1:32:44
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Cathi Harrison interviewTRAPist question(s) from Lee DenhamCulture CornerShow links: http://tiny.cc/traplinks =========================…
79 - Consolidator Conflicts [not-audio_url] [/not-audio_url]

Duration: 1:37:57
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Consolidator ConflictsTRAPist question(s) from Tom Oates: https://www.linkedin.com/in/tom-oates-qfa-rpa-523aba166?utm_source=share&utm_…
78 - Summer Reset: Drift or Design? [not-audio_url] [/not-audio_url]

Duration: 1:33:11
In this latest pile of TRAP, the Trap Pack discuss - Topical Titbits - Meat and Potatoes: Summer Reset: Drift or Design? - TRAPist question(s) from no-one, but a mea culpa from Wodge! - Culture Corner Show links: http://…
77 - Creating Winning Habits  - with elite coach Joe O’Connor [not-audio_url] [/not-audio_url]

Duration: 1:36:11
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Creating Winning Habits - with elite coach Joe O’ConnorTRAPist question(s) from Gavin MCulture CornerShow links: http://tiny.cc/traplin…
76 - Drawdown Decisions [not-audio_url] [/not-audio_url]

Duration: 1:29:59
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Drawdown Decisions (FCA Retirement Income Advice Review)TRAPist question(s) from Peter Watts https://www.linkedin.com/in/peter-watts-di…