Rephonic
Artwork for TRAP: The Real Adviser Podcast
Financial Planning
Risk Profiling
Financial Advisory
Awards Industry
Content Creation
Intergenerational Wealth
Wealth Transfer
Financial Services
Client Relationships
Retirement Planning
Baby Boomers
Estate Planning
Pensions
Artificial Intelligence
Personal Finance
Client Perception
Investment Strategies
FIRE Movement
Cryptocurrency
Equities

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

PublishesTwice monthlyEpisodes83Founded3 years ago
Number of ListenersCategories
BusinessInvestingEntrepreneurship

Listen to this Podcast

Artwork for TRAP: The Real Adviser Podcast

Latest Episodes

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: First World Problems

• TRAPist question(s) from Patrick Duggan: linkedin.com/in/patrick-duggan-06a61719

• Culture Corner

Show links: tiny.cc/tra... more

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: Cathi Harrison interview

• TRAPist question(s) from Lee Denham

• Culture Corner

Show links: tiny.cc/traplinks

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Take part i... more

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: Consolidator Conflicts

• TRAPist question(s) from Tom Oates: www.linkedin.com/in/tom-oates-qfa-rpa-523aba166?utm_source=share&utm_campaign=share_via&ut... more

In this latest pile of TRAP, the Trap Pack discuss

- Topical Titbits

- Meat and Potatoes: Summer Reset: Drift or Design?

- TRAPist question(s) from no-one, but a mea culpa from Wodge!

- Culture Corner

Show links: tiny.cc/traplinks

==========... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Cathi Harrison
CEO of Verve
Verve
Episode: 80 - The Girl's Got Verve
Joe O'Connor
Elite coach specializing in health, fitness, and performance optimization
Coach Pact
Episode: 77 - Creating Winning Habits - with elite coach Joe O’Connor
Paddy Andrews
Director of Private Clients at Metis Norway and former Gaelic footballer
Metis Norway
Episode: 74 - From Football to Finance with guest host Paddy Andrews
Rob Stevenson
One of the most revered consultants in the financial services sector.
Kingmaker
Episode: 72 - M&A Musings with special guest Rob Stevenson.
Barney Whiter
Financial coach involved in the Financial Independence Retire Early movement
Escape Artist
Episode: 64 - Escape Artist On FIRE
James Shack
Financial planner and YouTuber, known for his channel 'James Shack'
NOVA Wealth
Episode: 57 - Adviser YouTube Mastery with James Shack
Jackie McQuillan
Financial planner based in Singapore, originally from Scotland
Financial planning company in Singapore
Episode: 56 - Full Fit Financial Planning
Samantha Russell
Chief Evangelist at FMG and marketing strategist
FMG
Episode: 49 - Universal Marketing Truths
Richard Holmes
Offshore advisor from Hungary
Unknown
Episode: 45 - TRAP Live!

Hosts

Lick Ninkan
Co-host and one of the main voices of discussions covering various personal finance topics, particularly in the UK and Irish landscape.
Lick Lincoln
Co-host known for his engaging contributions and perspectives on financial advisory and investment strategies.
Nicholas
Co-host with insights into the evolving financial advisory landscape, emphasizing proactive strategies and client engagement.
Carl Widger
Co-host providing practical insights into financial planning and advisory services.
Alan Smith
Co-host known for his analytical approach to financial matters and personal finance education.

Reviews

4.8 out of 5 stars from 420 ratings
  • German TRAPist 🚀

    I’ve been listening to this podcast for about five months now, and it has been an incredible source of value for me. Even though I’m based in Germany, where some things are slightly different compared to the UK market, the core lessons and insights are universal – and I can apply them directly to my work as a financial planner.

    Last Wednesday at a conference, I had the chance to meet Alan Smith in person, together with his colleague Charles. Spending a whole day with them and getting to know th... more

    Apple Podcasts
    5
    TRAP Louis
    Germany4 days ago
  • I'm not an IFA (yet) but as someone with an interest in financial planning and investments I've been listening to TRAP for over a year, including the back episodes. The mix of discussion, information and (mostly) good natured banter, together with various recommendations for listening and reading from the Trap team has persuaded me that I should proceed to the the next stage in my journey so I am now studying for my RO1 to RO6 with a view to joining the industry. Keep up the good work guys!

    Podcast Addict
    5
    Chris Siddons
    4 days ago
  • Bloody good show

    I’ve been a financial planner for 29 years but I have learnt lots from this podcast. They may be irascible, irreverent and opinionated but most importantly they are passionate unapologetic and fun. I don’t agree with the twaddle they talk about annuities, ikea wardrobes and Jesus wept I’ll never thank nick for the month of my life lost to Atlas shrugged, but I am so glad I found this podcast and I’ve recommended it to many others…Keep going chaps you’re awesome

    Apple Podcasts
    5
    James, oak private wealth
    United Kingdom5 days ago
  • Essential listen for advisers

    This show deserves WAY more ratings and traction - it probably has to do with Apple’s review rating system which almost made me throw my laptop out the window….Anyway, the show is always packed with engaging and useful content and the links and further resources are gold - thanks to the TRAP pack, I’ve discovered gems such as Nick Murray, A Week in Charts, All In and much more. If you ever run out of contend ideas, as a former UK adviser now advising in Europe, I would be happy to defend the (ad... more

    Apple Podcasts
    5
    msrkq
    United Kingdom12 days ago
  • A beer-fuelled intergalactic spectacular

    A long time ago, in a galaxy far, far away, the Four Horsemen of the Apocalypse decided to boldly go forth where no Financial Adviser has been before - a Podcast. In creating TRAP, every fortnight they refresh the parts other Podcasts cannot reach, so I bet Alan, Andy, Carl and Nick all drink Carling Black label. If I didn’t know better, I would also say they are also all my fathers, but what I can say is that if Carlsberg did Podcasts, it would indeed be TRAP, probably the best podcast - in the... more

    Apple Podcasts
    5
    Jim_Membership_
    United Kingdom14 days ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many express appreciation for the focus on the financial advisory industry, making it a valuable resource for both seasoned advisors and newcomers.
Listeners praise the podcast for its practical advice and informative discussions, hinting at the hosts' real-world experiences and humor.
There are occasional criticisms regarding perceived partisan comments, though they often highlight the conversational and engaging format as a strength.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

80 - The Girl's Got Verve
Q: Could we have a show dedicated to the girls if one hasn't been done already?
Absolutely, I think there are many excellent advisors in the industry of the fairer sex who face different challenges and it's important to discuss those perspectives.
77 - Creating Winning Habits - with elite coach Joe O’Connor
Q: What lessons or learnings could we bring into our daily habits from world-class athletes?
Planning is crucial, as elite athletes prepare extensively with routines, off-seasons, and coping mechanisms to manage stress and maintain performance.
75 - Building A Shit Hot Client Experience
Q: How would you recommend transitioning towards a real financial planning service?
Start onboarding new clients as financial planning clients while respecting legacy clients. Focus on building your ideal service model and slowly transition.
71 - TRAP LIVE25!
Q: In an age where AI, robo-advice and automated platforms are growing fast, how do you see real financial planners standing out and demonstrating their true value over the next decade?
The value of being a unique human being with a personality and a story to share is crucial, as people crave human connection.
68 - Tariff Tantrums
Q: When you draw up a plan, is there a specific structure you use?
The structure should be holistic, incorporating all aspects of a client's financial life, including income, assets, spending, and utilizing cash flow modeling.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Household Income
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Frequently Asked Questions About TRAP: The Real Adviser Podcast

What is TRAP: The Real Adviser Podcast about and what kind of topics does it cover?

A vibrant conversation platform for financial advisors, the show offers a mix of humor, real-hands experience, and insightful discussions on the intricacies of UK and Irish personal finance. The hosts engage with varying topics, including investment strategies, market trends, private equity, and the emotional complexities of advising clients, particularly couples. They explore timely subjects like cryptocurrency and the influence of regulations on financial practices, making the discussions relevant to both seasoned professionals and newcomers in the field. With a balanced approach to serious financial topics coupled with light-hearted banter, it serves as a valuable resource for those in the financial advisory profession.

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Which podcasts are similar to TRAP: The Real Adviser Podcast?

These podcasts share a similar audience with TRAP: The Real Adviser Podcast:

1. Adviser 3.0: The Podcast
2. The Meaningful Money Personal Finance Podcast
3. Bulletproof Entrepreneur
4. AJ Bell Money & Markets
5. The Money To The Masses Podcast

How many episodes of TRAP: The Real Adviser Podcast are there?

TRAP: The Real Adviser Podcast launched 3 years ago and published 83 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on TRAP: The Real Adviser Podcast?

Recent guests on TRAP: The Real Adviser Podcast include:

1. Cathi Harrison
2. Joe O'Connor
3. Paddy Andrews
4. Rob Stevenson
5. Barney Whiter
6. James Shack
7. Jackie McQuillan
8. Samantha Russell

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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