42 - Clients or Customers?

42 - Clients or Customers?

Author: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln March 28, 2024 Duration: 1:20:12
TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loudMeat and Potatoes: Clients or Customers?Questions posted by our beloved Steven S www.twitter.com/passivevanguardCulture CornerLinks referred to in the show: Edwa...

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
64 - Escape Artist On FIRE [not-audio_url] [/not-audio_url]

Duration: 1:32:35
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including LifeStrategy figures, NEST talking tripe, Vanguard says “N…
63 - We Need To Talk About Trump [not-audio_url] [/not-audio_url]

Duration: 1:28:23
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Deepseek, GIA CGT ruses, charging for initial meetings, mi…
62 - Planning Your Best Year Yet [not-audio_url] [/not-audio_url]

Duration: 1:38:31
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including the passing of TRAPist Stuart Knight, massive outflows from active in 2024, Terry Smith annual…
61 - Best of 2024 [not-audio_url] [/not-audio_url]

Duration: 1:02:28
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. It's Christmas. There's no way we're getting anything done, so here's a lazy rehash of some juicy bits from 2024. Have a good one, TRAPists - the TRAP Pack look forward to…
60 - TRAP WRAP 2024 [not-audio_url] [/not-audio_url]

Duration: 1:32:22
TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including details about TRAP LIVE25, tax-free cash back in the toothpaste tube snafus, the need in Irelan…
59 - Analysing Adviser Alpha [not-audio_url] [/not-audio_url]

Duration: 1:33:36
TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including TRAP Live25 date - 14th May, Tom Redmayne’s property…
58 - CUC: Completely Unnecessary Complications [not-audio_url] [/not-audio_url]

Duration: 1:32:27
In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including HUM recap, Canada Life adviser resources, risk tolerances don’t change over time, crypto update (stay awake), Budget ripples and financial plan…
57 - Adviser YouTube Mastery with James Shack [not-audio_url] [/not-audio_url]

Duration: 1:36:35
In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Budget analysis both onshore and offshore peeps, 5% AUM acquisition models, more (potential) Irish fraud, SJP new charging model going down lik…
56 - Full Fit Financial Planning [not-audio_url] [/not-audio_url]

Duration: 1:31:09
In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services…
55 - Slow Motion Wealth Destruction [not-audio_url] [/not-audio_url]

Duration: 1:24:17
In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including conflicts of interest, Mind The Gap, why the bucket approach works, CTFs, Kathleen Gallagher on wealth managers fiddling with the graphs, UK an…