TRAP: The Real Adviser Podcast – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

TRAP: The Real Adviser Podcast

Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

Business & Entrepreneuriat

Fréquence : 1 épisode/13j. Total Éps: 104

Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.

Site

RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇬🇧 Grande Bretagne - entrepreneurship
21/08/2026
#40
🇬🇧 Grande Bretagne - entrepreneurship
20/08/2026
#44
🇬🇧 Grande Bretagne - entrepreneurship
19/08/2026
#36
🇬🇧 Grande Bretagne - entrepreneurship
18/08/2026
#31
🇬🇧 Grande Bretagne - entrepreneurship
17/08/2026
#28
🇬🇧 Grande Bretagne - entrepreneurship
16/08/2026
#22
🇬🇧 Grande Bretagne - entrepreneurship
15/08/2026
#24
🇬🇧 Grande Bretagne - entrepreneurship
14/08/2026
#24
🇬🇧 Grande Bretagne - entrepreneurship
13/08/2026
#55
🇬🇧 Grande Bretagne - entrepreneurship
12/08/2026
#53

Spotify

Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://forms.gle/ikZAdHrSb5mDWXeRA
84 partages
http://tiny.cc/traplinks
59 partages
http://www.therealadviserpodcast.com
23 partages

https://adviserpodcast.buzzsprout.com/share
84 partages
https://www.buzzsprout.com/twilio/text_messages/2056762/open_sms
60 partages
https://www.buzzsprout.com/2056762/12602273
4 partages

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Qualité du flux RSS

À améliorer

Score global : 47%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Year

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

52 - KPIs: Key People of Influence

jeudi 29 août 2024 • Durée 01:25:33

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, Vanguard getting “expensive”, SJP and Polaris, boring CVs, US pension horror stories, another AI startup
Meat and Potatoes: KPIs - Key People of Influence
Questions posted by our beloved TRAPists Russ M and Ollie L (neither had socials)
Culture Corner

Links referred to in the show:

NL: turns out Hargreaves Lansdown DOES have a Slavery Policy. FFS. Goodnight, UK plc: https://x.com/HatTipNick/status/1824716616099156147
CW: Investment Fraud alive and well in Ireland https://www.rte.ie/news/ireland/2024/0823/1466327-investment-fraud/#:~:text='Staggering'%20rise%20in%20investment%20fraud,%E2%82%AC28m%20stolen%20last%20year&text=Garda%C3%AD%20have%20warned%20of%20a,than%202021%20and%202022%20combined
NL: Cerulli 2023 report into US adviser numbers and rookie failures: https://www.cerulli.com/press-releases/the-financial-advisor-industry-has-a-headcount-problem H/T to Ermos Erotocritou CFP https://www.linkedin.com/in/ermos?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAIJTVEBxQYOFu0tzywLz5MvLmC_1bYQ2yo&lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BXD36DPgCTYWqsIEDTo2ciQ%3D%3D
AS adviser profitability trends https://www.professionaladviser.com/news/4343067/profits-financial-adviser-firms
AH - HL cash rates https://www.hl.co.uk/charges-and-interest-rates - Trading 212 5.2% to 5% - Transact 4.95% - CD Impact - What do DFMs pay.
CW: The Central Bank of Ireland view on Cryptocurrency https://www.centralbank.ie/consumer-hub/crypto-consumer-information#:~:text=Crypto%20is%20not%20a%20regulated,crypto%20and%20crypto-related%20products
NL: https://www.ft.com/content/495a5329-c4f7-4731-938d-a2ef48851558 BestInvest’s “Spot The Dog”. H/T to Robin Powell.
CW: Laya Healthcare increase prices again

============================
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

Subscribe and Like our YouTube Channel
Leave a 6/5 star review on iTunes
Share TRAP with your peers and colleagues
'Enjoy' the Twitter chat at @AdviserPodcast.

Lire plusRéduire

51 - Much Ado About Nothing

jeudi 15 août 2024 • Durée 01:28:41

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, HUM London nearly sold out
Meat and Potatoes: Much Ado About Nothing
Questions posted by our beloved TRAPist https://twitter.com/JoinedUpJill
Culture Corner

Links referred to in the show:

Shrinking advice market https://www.moneymarketing.co.uk/news/access-to-advice-shrinking-as-firms-focus-on-clients-with-higher-assets/
https://citywire.com/new-model-adviser/news/we-culled-20-of-our-clients-advisers-on-consumer-duty-one-year-on/a2447375?re=122463&refea=2113338&link_id=1678599
AH - FT Funds offering protection from volatility fail to deliver in sell-off - https://www.ft.com/content/2d2ce18b-f842-4912-babf-f4b8c1190c0d
CW - FPSB Ireland - 5-year strategic plan https://www.fpsb.ie/cfp-professionals-area/financial-planning-awareness/
AS - Truflation - 37% since 2020 (BofE says 23% CPI!) https://truflation.com/calculator
NL - despite recent market downside volatility, equities retain primacy: https://monevator.com/us-historical-asset-class-returns/
AS - CISI creates Chartered status based on a number of years working.
CW: Mind-boggling Irish pillar bank profits https://www.rte.ie/news/business/2024/0731/1462736-bank-of-ireland-h1-results/

43 - The One About AI (Alan's Infatuation)

Épisode 43

jeudi 11 avril 2024 • Durée 01:41:59

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 Paddy Andrews Métis Norway appt, US$90 trillion to move between generations, surge meeting review, SPIVA S&P Global, the passing of Danny Kahneman, another unregulated investment scheme goes belly up, Ali Hussain in the Sunday Times on adviser fee refunds
Meat and Potatoes: AI
Questions posted by our beloved TRAPists www.twitter.com/@SamColbyButcher and https://www.linkedin.com/in/janemcaleese
Culture Corner

Links referred to in the show:

CW: Paddy Andrews appointed Director at Metis Ireland: https://businessplus.ie/news/metis-ireland-paddy-andrews/
NRL: 4 million US citizens will turning 65 every year until 2030. “A study from Knight Frank details that over $90 trillion in assets will move between generations over the next 20 years.”: https://www.morningstar.com/financial-advice/record-number-americans-are-turning-65-thats-great-news-financial-advisors?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_advisordigest&utm_content=52931
AH surge meeting season over, thoughts, reflection, points to note.
CW: Would a round table of active fund managers say the same? https://citywire.com/new-model-adviser/news/do-etf-bosses-invest-in-their-own-products/a2439481?re=118846&refea=1287904
AH - Spiva S&P Global - https://www.spglobal.com/spdji/en/research-insights/spiva/

42 - Clients or Customers?

Épisode 42

jeudi 28 mars 2024 • Durée 01:18:40

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 loud
Meat and Potatoes: Clients or Customers?
Questions posted by our beloved Steven S www.twitter.com/passivevanguard
Culture Corner

Links referred to in the show:

Edward Leffler: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35a
AH - https://www.taxd.co.uk/ Easy/Cheap Tax Filing. NL on this: should 40% PAYE taxpayers trust HMRC or should they self-assess as a matter of course?
CW: Idea for your advisory firm ….. Metis 5K Fund Run for Charity https://www.linkedin.com/feed/update/urn:li:activity:7173968807340691458
AS - total returns https://www.timeline.co/blog/is-the-ftse-100-misleading
NL - 100 years of Edward Leffler’s transformational idea: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35a
AH - FCA - Article - Undertaking cashflow modelling to demonstrate the suitability of retirement-related advice https://www.fca.org.uk/firms/undertaking-cashflow-modelling-demonstrate-suitability-retirement-related-advice
CW: Metis Ireland is hiring https://www.linkedin.com/feed/update/urn:li:activity:7176905922131173376

41 - SJP et al: Big Brands, Big Challenges

jeudi 14 mars 2024 • Durée 01:27:53

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 Artic Rambles, Bitcoin yawns, Irish Banks, double-dipping, British ISAs, good PR firms, Best Buy lists
- Meat and Potatoes: SJP: Big Brands, Big Challenges
- Questions posted by our beloved TRAPist Will Bennett: https://www.linkedin.com/in/will-bennett-dippfs-7a230792/
- Culture Corner

Links referred to in the show:

- NL - TRAP YouTube hits the Steve Harris mark. http://www.youtube.com/@adviserpodcast
https://youtu.be/WxnN05vOuSM?si=bz8T7Cng7tOZ5sTX
- AS - double dipping saga continues https://citywire.com/new-model-adviser/news/revealed-the-8-platforms-double-dipping-before-fca-s-deadline-today/a2437299
- AH - Norwegian Oil Fund to diversify to PE 3-5% - the fund drags to the extent it’s under-exposed to global equities. NEXT, all funds and all investors do. https://www.ft.com/content/55837df7-876f-42cd-a920-02ff74970098
- NL - Budget and British ISA! My LinkedIn piece: https://www.linkedin.com/posts/hattipnick_dear-worldnaacs-if-you-think-im-changing-activity-7171425884334182400-4tPp?utm_source=share&utm_medium=member_desktop
- CW: A good PR firm = priceless https://www.irishtimes.com/business/2024/02/29/goodbody-fined-1225m-by-central-bank-for-breach-of-market-abuse-laws/
- AS: 80/20 Principle - Richard Koch https://www.amazon.co.uk/80-20-Principle-Secret-Achieving/dp/1857883993
https://pca.st/episode/512b566a-e063-4ffa-b4d1-b22f3d51ec7f
- CW: John Collison & Charlie Munder podcast https://podcasts.apple.com/us/podcast/a-conversation-with-charlie-munger-john-collison/id1154105909?i=1000637534393
- NL: Tribes, by Seth Godin: https://www.goodreads.com/book/show/12262996-tribes
- AH - Morning Brew Daily Email https://www.morningbrew.com/daily
- AH - The Billionaire, The Butler, and the Boyfriend - https://www.netflix.com/title/81306326

============================
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

40 - You're Fired!

Épisode 40

jeudi 29 février 2024 • Durée 01:19:06

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 Meta declaring its first dividend, update on TRAP Live, another FIRE story, Lombard Loans, Nikkei back to 1989, the “death” of the value premium
Meat and Potatoes: You’re Fired - Sacking Yourself Off
Questions posted by our beloved TRAPists Alastair P www.twitter.com/ap592d
Culture Corner

Links referred to in the show:

Financial Life Planner https://open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k
Bulletproof Entrepreneur https://open.spotify.com/episode/0rcawAuktBSE66w7axio7V?si=xrfZjevNSLKlqkA6TnRRJQ
Lick’s latest Substack squib: https://www.hattipnick.com/p/a-quick-one-1989-and-all-that
NL - Meta pays its first dividend. US$0.50 a share but it’s a start: https://www.morningstar.co.uk/uk/news/245717/metas-first-dividend-explained.aspx
CW: Latest article re FIRE movement https://www.irishtimes.com/your-money/2024/02/21/fire-is-financial-independence-retire-early-possible-look-at-how-you-are-spending-your-money/
AS: Lombard loans https://www.firenzeme.com/
NL - The Unhedged Podcast (FT): https://pca.st/ducu3zgt
AS: Perplexity. Ai

39 - The Wealth Transfer - Hype or Real?

Épisode 39

jeudi 15 février 2024 • Durée 01:08:45

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 TRAP Live announcement, scams, the Irish FPSB, accountants and pensions and misconceptions, Irish consolidation, retirement living standards, the destruction AND creation of wealth, HUM Premium price changes, MS Copilot
- Meat and Potatoes: The Wealth Transfer: Hype or Real?
- Questions posted by our beloved TRAPists Will Bennett https://www.linkedin.com/in/will-bennett-dippfs-7a230792/
- Culture Corner

Links referred to in the show:

CW: Samantha Russel is www.twitter.com/samanthatwenty
NL: www.tiny.cc/ifaforum
AS - Scams https://x.com/alanjlsmith/status/1751905578580873378?s=46&t=sRHfdIQon2TfFJRFg7K23w
AH -THE RETIREMENT LIVING STANDARDS - pro savings and thinking https://www.plsa.co.uk/Policy-and-Research/Topics/Retirement-Living-Standards - https://moneytothemasses.com/news/pension-needed-in-retirement-rises-in-2024-amidst-cost-of-living-crisis
AS - Wealth destruction at scale https://markets.businessinsider.com/news/funds/cathie-wood-ark-invest-wealth-destroyed-tech-stocks-morningstar-arkk-2024-2
AH - 15 Top Wealth Creators in the Fund Industry - https://www.morningstar.com/funds/15-top-wealth-creators-fund-industry-2
Wealth Transfer - Is the Hype Real? - https://www.humansundermanagement.com/blog/wealth-transfer -
AH - Stutz - Phil - Netflix: https://www.netflix.com/title/81387962
AS - Tim Ferris with Noah Kagan podcast https://www.youtube.com/watch?v=_htIvi4JzOs
CW: Happy Birthday Triplets this Valentine’s Dayhttps://music.apple.com/ie/album/this-is-the-one/325549329?i=325549345

38 - Investment Fundamentals 101

Épisode 38

jeudi 1 février 2024 • Durée 01:20:55

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

Topical issues, including Transact price reductions, disastrous Lifestyling consequences, Métis Annual Planning Day, US$6TN in cash, Financial Planning Week, Irish IX set for launch, Hargreaves Lansdown pension complainant, Capital is recruiting, HUM London speaker suggestions please, TRAP Live update
Meat and Potatoes: Investment Fundamentals 101
Questions posted by our beloved TRAPists Chris Bowers: https://www.linkedin.com/in/chris-bowers-043190174/
Culture Corner

Links referred to in the show:

NL Investment Philosophy: https://www.dropbox.com/scl/fi/ow70abae5od6a52tymvan/V2V-Investment-and-Asset-Allocation-Philosophy-2024.pdf?rlkey=w2yg7mbt3eyoznckdcm1hje3s&dl=0
AH - Transact price reductions - https://www.transact-online.co.uk/introduction-january-2024/
AH - Lifestying revisited - FT Podcast - high return to low return - missed returns now capital destruction - https://www.ft.com/content/ab059105-b9f5-4e7e-8896-dbdede87c3af
https://henrytapper.com/2024/01/27/no-one-cares-as-much-about-your-pension-as-you-do-but-claer-barrett-comes-close
Lifestyling your way to poverty - Maven Money - https://www.mavenadviser.com/podcast-9/lifestyle-poverty

37 - ABL - Always Be Learning

jeudi 18 janvier 2024 • Durée 01:24:07

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

Topical issues, including Irish salary sacrifice, Ray Trapani interview with Storyteller and BitCoin ETFs, NextGen and Verve adviser resources, cash flow as an “optional extra”, Timeline Classic 50 MPS laudits
Meat and Potatoes: ABL - Always Be Learning
Questions posted by our beloved TRAPists www.twitter.com/abb04645603
Culture Corner

Links referred to in the show:

CS - salary sacrifice https://www.revenue.ie/en/tax-professionals/tdm/income-tax-capital-gains-tax-corporation-tax/part-05/05-01-01k.pdf
AH - a year in returns: https://novelinvestor.com/2023-a-year-in-returns/?mc_cid=dd7293af86&mc_eid=60c55a4dd8
AS - NextGen and Verve resources: https://www.nextgenplanners.co.uk/academy https://thevervefoundation.co.uk/incubator/
NL - BitCoin ETF: https://news.bitcoin.com/vanguard-deepens-anti-crypto-stance-after-disallowing-spot-bitcoin-etf-trading-ark-ceo-says-its-a-terrible-mistake/
AH - Timeline Classic: https://portfolio-adviser.com/defaqto-names-timeline-classic-50-as-most-recommended-mps-by-advisers/
Google Keep: https://keep.google.com
Evernote: https://evernote.com/

36 - Three Wins, Two Lessons, One Goal

Épisode 36

jeudi 4 janvier 2024 • Durée 01:25:45

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

Topical issues, including a clash over FIRE, Morgan Stanley’s woeful 2023 prediction, the follies of mis-asset allocation, BitCoin
Meat and Potatoes: Three Wins, Two Learns, One Goal
Questions posted by our beloved TRAPists Guy Skinner (http://linkedin.com/in/guy-skinner-citygate-financial-planning) and Benjamin Mitchell (www.twitter.com/themoneyscot)
Culture Corner

Links referred to in the show:

NL: IFA Forum late burst on 31st December to 428 members. www.tiny.cc/ifaforum
NL: Morgan Stanley prediction for 2023: https://www.thinkadvisor.com/2022/12/19/new-stock-market-low-coming-in-2023-morgan-stanley-strategist/?kw=New%2520Stock%2520Market%2520Low%2520Coming%2520in%25202023:%2520Morgan%2520Stanley%2520Strategist&utm_source=email&utm_medium=enl&utm_campaign=topstories&utm_content=20221225&utm_term=tadv
AS - comments on LI post https://www.linkedin.com/posts/alancapital_heres-where-the-sharpest-brains-on-wall-activity-7146472490666508288-nN2b?utm_source=share&utm_medium=member_ios
CW: The bitcoin story in full Bitcoin above $45,000 for first time since April 2022 (rte.ie)

Podcasts Similaires Basées sur le Contenu

Découvrez des podcasts liées à TRAP: The Real Adviser Podcast. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !

À propos Méthodologie Contact Me soutenir Politique de confidentialité

TRAP: The Real Adviser Podcast – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other99+

Buzzsprout3

Apple Podcast23

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Other99+

Buzzsprout3

Apple Podcast23

Apple Podcasts

Spotify