Explore every episode of the podcast TRAP: The Real Adviser Podcast
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Title
Pub. Date
Duration
52 - KPIs: Key People of Influence
29 Aug 2024
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)
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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
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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
NRL: “For all his knowledge of how foolish investors can be, Danny didn’t try to outsmart the market. “I don’t try to be clever at all,” he told me. Most of his money was in index funds. “The idea that I could see what no one else can is an illusion,” he said.
CW: Solar 21 going pear-shaped despite “ray of light” last summer:
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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
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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
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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
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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
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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
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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
AH - The Family Board Meeting: You Have 18 Summers to Create Lasting Connect
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including a Royal London/Lang Cat report on value, the strong market close to 2024, some boring Bitcoin updates, the wickedness of pension complications, and client Xmas pressies - yes or no?
CW: Accepting Change - a meditation by Sarah Blondin
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including the passing of Bill Vasilieff and Charlie Munger, Sunday Times on Value Assessments, Paul Lewis and sitting in cash, JP Morgan Retirement Report, lunch with a legend
Meat and Potatoes: Centres of Influence - Marketing Series 2/3
AH - My First Million podcast - Tiny story and founder - Andrew Wilkinson, boring businesses - well worth a listen for FA - Tiny is pitched as the Berkshire Hathaway of the internet - https://www.youtube.com/watch?v
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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 Stanley
Meat and Potatoes: What’s Risk Got To Do With It?
Questions posted by NO beloved TRAPist because of time
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including a recap of HUM, hitting 500 YT subscribers, final call for the Irish Ideas Exchange, Consumer Duty updates, planning for 2024
Meat and Potatoes: Revolutionise Your Referrals - Marketing Series 1/3
NL - Colin Turton’s Adviser Asset - decent curation of platform/provider announcements. Sign up here: https://www.adviserasset.co.uk/contact-us/ “sign me up for Communications targeting UK Financial Advisers”
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including the rise and fall of Open Money, Vanguard leaving China, Irish Ideas Exchange, are we talking about events in the Middle East with affected clients, new Brett Davidson White Paper, Andy rants about the FCA and crypto, SJP adviser saddled with a business loan, Wealthfront débâcle, HUM London happening on the day of this episode’s release
Meat and Potatoes: The FINAL Exit Strategy: getting all the stuff documented, for that day when you’re not around anymore
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In this latest pile of TRAP, the Trap Pack discuss
- Topical issues, including SJP swallowing Consumer Duty, NextWealth IFA report, M&G closing its property fund, Irish budget investor woes, adviser mastermind top tips - Meat and Potatoes: Taking THAT Fork In The Road - Questions posted by our beloved TRAPists Stuart Mullen - Culture Corner
Links referred to in the show: AS: https://www.nextwealth.co.uk/research/financial-advice-business-benchmarks-report-2023/ NL: https://www.mandg.com/news-and-media/press-releases/mandg-investments/2023/19-10-2023?utm_campaign=EM_RTL_MA_UKA_OTH_20231016_TBC&utm_medium=email&utm_source=Eloqua Philip Palaveev https://ensemblepractice.com/about/philip-palaveev/ Startup Loans https://www.startuploans.co.uk/ AH - Same as Ever: Timeless Lessons on Risk, Opportunity and Living a Good Life - https://amzn.to/3tljmqE CW: Elon Musk by Walter Isaackson https://www.amazon.co.uk/Elon-Musk-Walter-Isaacson/dp/1398527491 CW: The best backpack in the world ever! https://nordace.com/en/product/nordace-siena-smart-backpack/ AS - Good/Bad Billionaires https://www.bbc.co.uk/sounds/brand/p0g7xj36
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including TRAP Live on 9th May 2024, the TRAP Pack officially open the World Cup in Paris, the annual CISI shindig, Storyteller’s Limerick trip
Meat and Potatoes: the chaps discuss the FIRE movement
NL - Monzo Investments: invest as little as £1 to get started. Three Blackrock funds. Almost zero friction: https://monzo.com/investments/
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including Rugby World Cup updates, Messrs Smith & Hart recap HUM Cape Town, AIM investing woes, Progressive Planners Conference, Future You (again), Nucleus buying Curtis Bank
Meat and Potatoes: What Norway Can Teach HNWs (and their advisers)
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including being present and putting our your work, DB transfer factory fines, the complete lack of understanding some peeps have about what it is we do (REAL financial advice)
Meat and Potatoes: We Need To Talk About Fees
Questions posted by our beloved TRAPists Jez Heal and Philip Dragoumis
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including FCA fees coming down (yay), Scottish Widows loses 180 funds (eek), DB scheme admins asking for money back (double eek), Zoom asking employees to return to the office (!), TRAP hitting 65k downloads, employing pros and leaving them to it, Buffett’s birthday
Meat and Potatoes: Succinct Seminar Success
Questions posted by our beloved TRAPists @jeu1985 @Financial118
NL: Kitces EP347 on selling to United Capital and then being sold on to Goldman Sachs: https://pca.st/8ctia7xr and EP300 from September 2022 where Joe Duran talks about selling to Goldman: https://pca.st/usp9yjfj which we in turn discussed in EP3 of TRAP: https://pca.st/fmln11oz
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including this month’s Chancellor and his bellend plans for pension funds and unlisted equities, Consumer Duty is born, Limerick Hurlers, update on TRAP Live 2024, active fund management bullshit-speak, the complete demise of the formerly ubiquitous GARS fund
Meat and Potatoes: How To Survive and Thrive The Summer
Questions posted by our beloved TRAPists @stevesmithlive & @kieranfowley
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DISCLAIMER: "STORYTELLER" SMITH WAS IN A TURKISH HOTEL ROOM WITH A FAULTY FIRE ALARM. THIS BEEPS THROUGHOUT. ALAN APOLOGISES PROFUSELY. HE KNOWS HE'S LET THE TRAP PACK DOWN, THE DEAR TRAPPISTS DOWN, HIS FAMILY DOWN, AND - WORSE OF ALL - HE'S LET HIMSELF DOWN.
In this latest pile of TRAP, the Trap Pack discuss
A possible TRAP live event in 2024. Please let us know if you would be interested in going by leaving your details in the link below
Topical issues, including Google Reviews, CPS study into £1.8TN in cash in the UK, how 24/7 hustle can be a load of BS, fee-free Junior ISA, IHT by UK constituency, the recent rise in annuity rates
Meat and Potatoes: Fixed Income and Mumbo Jumbo Questionnaires
Questions posted by our beloved TRAPist - Adam H and Michael Walsh
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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://www.linkedin.com/in/samanthacrussell/recent-activity/all/
In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including the Euros, TRAP’s first award (yes, really), IRIS, JP Morgan Guide to Retirement, Powerball winners fleeced, humans trusted more than AI (no shit), Schroders Adviser Survey 2024, Tavistock v Titan,
NL: friend of the show Banker On Wheels, useful guide to indexes and comparison of MSCI v FTSE:
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In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including the “Future You 2023” event, the DFA Matrix book, a completely wrong personality test, Schroders Adviser Pulse 2023 report, the awful RegData trauma
Meat and Potatoes: From Sin Bin to Sending Off: Handling Problematic Clients
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In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including Bucket Lists, NextGen Conference wrap, the “M&S Incident”, platform cash skimming, 85 year study into happiness and retirement, AI event discounts for TRAPists,
Meat and Potatoes: Dispensing The Vitamin C - The Ongoing Client Comms Strategy
Questions posted by our beloved TRAPist - Adam Liddelow
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In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including a DB Transfer Value tracker site; eye-watering Quilter charges; Alan having a live Bulletproof Entrepreneur podcast event
Meat and Potatoes: Newbie Deep Dive with guest host Emmelia Powell
Questions posted by our beloved Trappists - this episode, there are none! Too little time. Next episode, things will resume. Probably. If we haven’t killed each other.
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20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
25 May 2023
01:18:07
In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including a review of the Adviser 3.0 conference and The Stig’s car crash of financial mistakes
Meat and Potatoes: How To Run The Initial Strategy/Blueprint Meeting
Questions posted by our beloved Trappists @burtong1 and @TobiasEvans1
Culture Corner
Links referred to in the show:
Rational Reminder EP252 at 1h14m in. Burton Malkiel on why it’ll be a long time (if never) before indexing takes over: https://pca.st/1nf20r18#t=1h14m33s
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In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including Carl attending The Real Deal; TRAP being shortlisted for a podcast award; getting encouraged by podcast-meister Steven Bartlett; Berkshire Hathaway 2023 AGM; HUM London and South Africa on the horizon; Lisbon as a decent city break
Meat and Potatoes: Getting To Know You
Questions posted by our beloved Trappists Tom R and @burtong1
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In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including the possible return of annuities; Colin Lawson’s fresh approach to realising business capital; resolution of the Neil Woodford fiasco; Irish Life causing ripples
Meat and Potatoes: Critical Non-Essentials: refining the client experience
Questions posted by our beloved Anon (!) and David Milne
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In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including Mr Hart’s Maven Money podcast breaking through 1M downloads (really); the decline in size of the UK stock market; Chat GPT - a threat?; more nonsense around risk scales
Meat and Potatoes: Man Plans and God Laughs. Whilst planning for the future is important, so is giving clients permission to live their best lives now.
Questions posted by our beloved Trappists @TobyHines @emmeliapowell
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In this St Patrick’s Day Special latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including one IFA saving a client from a £450,000 fraud; the road to hell that is pension Lifestyling; the unbelievably rapid demise of the Vanguard advice experiment
Meat and Potatoes: St James’s Place - a commercial behemoth. But at what cost?
Questions posted by our beloved Trappists @RossTaylorFP @cianmetiscfp
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In this latest pile of TRAP, the Trap Pack discuss
Three glowing reviews of the podcast, read by Andy in his inimitable style
Topical issues, including positive feedback on the previous episode 13; the ridiculousness of fund risk ratings
Meat and Potatoes: Why ambiguity is such an inherent part of real financial planning. And the Trap Pack’s top tips for newbies to this mighty profession.
Questions posted by our beloved Trappists @joshgerstler @dirkgroeneveld @ComradesNic
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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 private equity, potential TRAP Tough Mudder team, Taylor Swift takes over Ireland, Debbie Condon’s LOA guide goes online, wasteful public pensions
Della Voce’s 50th party, 12% commission for bust DFM, painful banking for IFAs, Vanguard’s 365 program, L&G workplace pension going into private equity, potential TRAP Tough Mudder team, Taylor Swift takes over Ireland, Debbie Condon’s LOA guide goes online, wasteful public pensions
AH - The football, England 3 games away from lifting the trophy.
NL - business banking thread in IFA Forum: good reports on Revolut, NatWest/Mettle, Lloyds. Very negative on Santander. Tide, Metro and Starling blow hot and cold.
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In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including the PFS’s escalating legal bills; an as-yet-unnamed IFA with his/her/their fingers in the till; VCTs - good enough for Nick but not for clients; Value for Money Statements; our Trappist Six Nations meet and greet at The Royal Oak, Marylebone
Three glowing reviews of the podcast, read by Andy in his inimitable style
Meat and Potatoes: helping clients transition to the next stage whilst also looking after our own mental wellbeing
Questions posted by our beloved Trappists @RightGilmore @matt_tumbers
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12 - How To Win Clients and Influence People PART TWO
03 Feb 2023
01:11:36
****SLIGHT TECHNICAL ISSUES AT 50m AND 65m - STICK WITH IT!****
In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatness
Three glowing reviews of the podcast, read by Andy in his inimitable style
Meat and Potatoes: The Client Acquisition Process in great depth. Also: Client Surveys - good and bad experiences
Questions posted by our beloved Trappists @rfm1, @TheFinancialP70, Graham R
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11 - How To Win Clients and Influence People PART ONE
20 Jan 2023
01:13:21
In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatness
A glowing review of the podcast, incredibly mangled by Andy
Meat and Potatoes: The Client Acquisition Process in great depth
Questions posted by our beloved Trappists Dar, @JcolcloughFP, @MAPSinclair
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In this TRAP Christmas Special, the Trap Pack devote an entire show to answering questions from our beloved Trappists.
On that note: the Pack would like to say a big “thank you” to all our dear Trappists who have made the show a success to date. We have plans to develop the show further and can only do it with the boost to our egos your feedback and support give us.
We wish all of you a very Happy Christmas and hope you smash 2023! And please keep sharing TRAP with your peers and colleagues.
Now, on with the show, in which the Trap Pack answers questions from our beloved Trappists @matt_aitchison @matt_tumbers @EssentiallyLtd @benjaminalves10 @mantaromoney @Mr_Munker @FaithLiversedge @AmGhai @JPotter5 @jambohughes1 @RobS_Kingmakers @PhilDouglasDon @joefroudfpfs @thefinancialP70 @darbiter @bluewaterfp
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How difficult it can be to remain Present and In The Moment
And be sure to listen to the end, when nothing much happens.
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