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
54 - Breaking Bad (News) [not-audio_url] [/not-audio_url]

Duration: 1:28:15
In this latest pile of TRAP, the Trap Pack discuss Topical TitbitsMeat and Potatoes: Breaking Bad NewsQuestions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96Culture CornerShow…
53 - Efficient Market Hype? [not-audio_url] [/not-audio_url]

Duration: 1:19:12
Because of scheduling issues, we had to record this episode over a week before its release. An hour after recording, the scrapping of the idiotic "British ISA" was announced. That's why we don't mention it. We may do nex…
52 - KPIs: Key People of Influence [not-audio_url] [/not-audio_url]

Duration: 1:27:05
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest’s Spot The Dog, Va…
51 - Much Ado About Nothing [not-audio_url] [/not-audio_url]

Duration: 1:30:12
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including FPSB Ireland making great strides, Truflation, the primacy of equities, CISI Chartered Status, Verve Incubator, Hargreaves Lansdown delisting,…
50 - What's Risk Got To Do With It? [not-audio_url] [/not-audio_url]

Duration: 1:42:42
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including cyber security, Monzo pensions, DFA Matrix Book, Métis Ireland work award, Consumer Duty one year on, stupid market predictions from Morgan Sta…
49 - Universal Marketing Truths [not-audio_url] [/not-audio_url]

Duration: 1:27:27
Della Voce was bobbing along lost somewhere in the Atlantic; Storyteller was in an internet-lousy Turkey. So we had a guest host in Samantha Russell, a “Chief Evangelist” or something. Check out her profile here: https:/…
48 - The Greatest Scandal Of All [not-audio_url] [/not-audio_url]

Duration: 1:23:58
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Della Voce’s 50th party, 12% commission for bust DFM, painful banking for IFAs, Vanguard’s 365 program, L&G workplace pension going into privat…
47 - Of Tournaments And Trophies: The Awards Industry [not-audio_url] [/not-audio_url]

Duration: 1:25:15
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Storyteller’s Munich Massacre, useful online calculators, ATR questionnaires for three year olds (!), MPs and double standards (!), nomination…
46 - Politics - Do You or Don't You? [not-audio_url] [/not-audio_url]

Duration: 1:24:31
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including BTC ETFs coming here, insurance payouts from Royal London, SPIVA Persistence, Bank of Ireland saving rate rises, pension dashboard (really dull…
45 - TRAP Live! [not-audio_url] [/not-audio_url]

Duration: 1:52:31
TRAP Live! This is a TRAP episode recorded on 9th May 2024 in front of 140 adoring TRAPists at Lola's, the louche, loose, slightly dangerous bar in the underground caverns of the world-famous London Hippodrome casino. Ou…