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

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

PublishesTwice monthlyEpisodes86Founded3 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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: Paul Armson - "Mr Marmite" - with a special offer for TRAPists: go to www.inspiringadvisers.co.uk/TRAP50 and use the code TRAP50. For those U30, there’... more

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: The Future Of TRAP

• Culture Corner (take two) with Conor Cahalane: www.linkedin.com/in/conorcahalanepromethean/

Show links: tiny.cc/traplinks more

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: Guest Meghaan Lurtz on (Less) Lonely Money: meghaanlurtz.substack.com/

• TRAPist question(s) from Conor Cahalane www.linkedin.com/in/conorcahal... more

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

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.

Similar Podcasts

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
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!
Chris Emmett
Offshore advisor from Chile
Unknown
Episode: 45 - TRAP Live!

Hosts

Nick Lincoln
Host known for his engaging take on UK and Irish personal finance, often incorporating humor and candid reflections.
Nicholas
Andrew Hart
Alan Smith
Carl Widger

Reviews

4.8 out of 5 stars from 433 ratings
  • Been a listener since EP1. I am not in the finance game but love the podcast.

    I am an index fund investor who has an interest in the financial world and sorry Carl but I want to retire early (FIRE) as I want to be able to effect change in the world and not have to rely on a payslip or doing things I don't want to do.

    Andy you are responsible for a lot of my education about buying the great companies of the world then I found out you stole all your knowledge from Nick. Alan's story's rule😂

    Podcast Addict
    5
    Leo Prince
    16 days ago
  • Why Not Leave A Review

    It’s a pleasure being on this show. Let’s hope we can debate topical issues which are relevant within this mighty profession. This business has given me everything and I’ll give everything back to it.

    Apple Podcasts
    5
    Twitter:andrewhartifa
    United Kingdom16 days ago
  • Must listen to all advisers

    Having been in the industry for 20 years it offers loads of insight and wisdom often not found elsewhere. A really invaluable source of knowledge for new and experienced advisers alike.

    Apple Podcasts
    5
    Andy Waldron
    United Kingdom18 days ago
  • Light bulb for FAs.

    Essential listening for anyone adviser out there who gives a TRAP about their clients.

    A goldmine resource of real CPD you can’t get from any of the R0s.

    Apple Podcasts
    5
    Pom Ol
    United Kingdom19 days ago
  • 6 out of 5 stars - thank you chaps

    6 out of 5 stars - thank you for taking the time to produce this podcast.

    As a self-employed IFA, this podcast is a must to listen to. Great lighthearted but informative discussions.

    Apple Podcasts
    5
    MrEd853367
    United Kingdoma month ago

Listeners Say

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

Some critique the occasional irreverence, suggesting it may not fit every listener's taste.
The hosts' mix of humor and expertise resonates well with both seasoned advisors and newcomers.
Several reviews highlight the podcast's practical insights and valuable discussions.
Listeners appreciate the engaging and entertaining delivery of serious financial topics.
Overall, listeners view it as a essential resource for those in the financial advisory profession.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

83 - The Future of TRAP
Q: How do you all model for later life care and home costs?
We generally use a cash flow model and factor in potential care home costs, ensuring all possibilities are accounted for while stressing the need for trust-oriented communication with clients.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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?

The content revolves around personal finance, investment strategies, and the entrepreneurial journeys of its hosts, who bring humor and authenticity to serious financial discussions. Regular themes include the intricacies of financial planning, the importance of client relationships, and navigating market trends in the UK and Irish financial landscapes. Episodes often feature engaging anecdotes, interviews with industry leaders, and insightful banter, making complex topics accessible and entertaining for their audience. Unique to this show is its candid approach to financial advisory, with an emphasis on real-world experiences and professional development within the finance sector.

Listeners can expect a mix of in-depth analysis on investm... more

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To see how many followers or subscribers TRAP: The Real Adviser Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. The Money To The Masses Podcast
5. Financial Planner Life Podcast

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

TRAP: The Real Adviser Podcast launched 3 years ago and published 86 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. Rob Stevenson
4. Barney Whiter
5. James Shack
6. Jackie McQuillan
7. Samantha Russell
8. Richard Holmes

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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