4 - The Ideal Client Profile

4 - The Ideal Client Profile

Author: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln October 14, 2022 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 latest Nick Murray Behavioural Investment Conference, “This Is A Football”Alan talks (forever) on Mastermind Groups and the Ideas Exchange, a Chatham House group he has belonged to for the best part of 20 years.The TRAP team answers questions from our beloved Trappists @WomenFin...

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
74 - From Football to Finance with guest host Paddy Andrews [not-audio_url] [/not-audio_url]

Duration: 1:31:09
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: From Football to Finance with guest host Paddy AndrewsCulture CornerTRAPist question(s) from Patrick Duggan: https://www.linkedin.com/i…
73 - The Network Effect [not-audio_url] [/not-audio_url]

Duration: 1:31:00
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: The Network EffectCulture CornerTRAPist question(s) from Dave Quinn www.twitter.com/investwiseFPShow links: http://tiny.cc/traplinks ==…
72 - M&A Musings with special guest Rob Stevenson. [not-audio_url] [/not-audio_url]

Duration: 1:14:25
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: M&A Musings with special guest Rob Stevenson. Culture CornerTRAPist question(s) from Conor McLarnon http://linkedin.com/in/conormclarno…
71 - TRAP LIVE25! [not-audio_url] [/not-audio_url]

Duration: 1:43:52
TRAPLIVE25 RECORDING PLUS Q&A!!! In this latest LIVE pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: The Four Horsemen’s Origin StoriesCulture CornerTRAPist question(s) from Peter Watts https://www.…
70 - BitCoin Battles [not-audio_url] [/not-audio_url]

Duration: 1:32:52
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: BitCoin BattlesCulture CornerTRAPist question(s) from Anonymous LewisShow links: http://tiny.cc/traplinks ============================…
69 - The Couples Conundrum [not-audio_url] [/not-audio_url]

Duration: 1:42:51
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: The Couples ConundrumCulture CornerTRAPist questio…
68 - Tariff Tantrums [not-audio_url] [/not-audio_url]

Duration: 1:44:45
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Tariff TantrumsCulture CornerTRAPist question(s) f…
67 - Events, Dear Boy, Events! [not-audio_url] [/not-audio_url]

Duration: 1:31:51
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Industry Events: The Good, Bad and The UglyCulture…
66 - From Panic to Poise: Guiding Clients Through Market Volatility [not-audio_url] [/not-audio_url]

Duration: 1:34:14
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Annual Declines, How To Prepare Clients and Get Them ThroughCulture CornerTRAPist question(s) from Beck Fiddy: https://www.linkedin.com…
65 - The Metrics That Matter [not-audio_url] [/not-audio_url]

Duration: 1:37:29
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: The Metrics That MatterCulture CornerTRAPist quest…