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Artwork for TRAP: The Real Adviser Podcast
Financial Planning
Investment Strategies
Financial Advisory
Market Volatility
Bitcoin
Retirement Planning
Investing
Client Relationships
Investment Strategy
Artificial Intelligence
Cryptocurrency
Personal Finance
Behavioral Finance
Client Communication
Pensions
Financial Services
Financial Advice
Risk Profiling
Passive Investing
Vanguard

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

PublishesTwice monthlyEpisodes109Founded4 years ago
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Artwork for TRAP: The Real Adviser Podcast

Latest Episodes

TRAP Forum is up and running. Join and take part: www.therealadviserpodcast.com/offers/EsrBjfso/checkout

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: WTF with ETFs?

• TRAPist question from belove... more

TRAP Forum is up and running. Join and take part: www.therealadviserpodcast.com/offers/EsrBjfso/checkout

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: AI Slop Grenades - How To Defuse Them

• TRAPi... more

TRAP Forum is up and running. Join and take part: www.therealadviserpodcast.com/offers/EsrBjfso/checkout

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: GRAHAM FOSTER: My DA Journey With The FCA

• T... more

TRAP Forum is up and running. Join and take part: www.therealadviserpodcast.com/offers/EsrBjfso/checkout

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: “Finish With A Flourish”

• TRAPist question f... more

Key Facts

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

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Recent Guests

Graham Foster
Financial adviser who went directly authorized; Sky Blue Wealth Management
Sky Blue Wealth Management
Episode: 105 - GRAHAM FOSTER: My DA Journey With The FCA
Adrian Pope
Contributor and reviewer mentioned in chat
Episode: 104 - Finish With A Flourish
Keith Button
Industry veteran discussing succession planning and employee ownership
Real Adviser Podcast / Boost (financial planning firm)
Episode: 103 - KEITH BUTTEN - Succession Planning Done Right
Colin Lawson
Founder of Equilibrium, financial planning expert
Equilibrium
Episode: 99 - COLIN LAWSON: Maintaining Equilibrium When Scaling
Morgan Housel
Keynote speaker at TRAP Live, noted author
Author; speaker at TRAP Live
Episode: 98 - TRAP: Taking Stock and Looking Forward
Rory Sutherland
Renowned thinker on behavioral insights and marketing
Independent advisor / speaker
Episode: 96 - RORY SUTHERLAND - AI, The Universe, and Everything
Matt Abouzeid
Founder of And Together, financial planning firm
And Together
Episode: 94 - MATT ABOUZEID - Institutional to Individual: Asset Management to Full Fat FP
Madison McCall
Senior Multi-Asset Product Specialist at Vanguard
Vanguard
Episode: 93 - MADISON McCALL: At The Vanguard of Full Fat Financial Planning
Rohit Vaish
Co-founder of Saturn, focused on enhancing financial resilience and access to financial planning.
Saturn
Episode: 91 - ROHIT VAISH FROM SATURN: AI: Revolution or Ruin for Financial Planning?

Hosts

Nick Lincoln
Host of The Real Adviser Podcast; provides leadership, storytelling, and industry insight
Carl DeVoche
Co-host, often contributing strategic viewpoints and practical examples
Alan Smith
Co-host and storyteller with emphasis on culture and practice management

Reviews

4.8 out of 5 stars from 484 ratings
  • 6 or even 7 Stars

    Well done on 100 episodes! After listening to the latest one I went back and listened to episode 1 just to see how well you have progressed. My one observation is that I am disappointed that you no longer refer to Carl as “Wild West Widger”! Keep going, you are a badly needed honest voice in this thing of ours and whilst I may not always agree with what’s said, I love that you say it as it is. I’ve been in the industry for 38 years now and wish this podcast had been around in my formative years.... more

    Apple Podcasts
    5
    Adrian Pope
    United Kingdom3 months ago
  • A Must-Listen For New and Experienced Financial Advisers

    There have been times over the last few years when I’ve felt isolated within my previous firm and questioned whether I’d chosen the right profession. Listening to TRAP every fortnight and speaking with my fellow Singapore Trapists has given me the confidence and motivation to keep delivering real financial planning in a market dominated by private banks and product salespeople.

    The show doesn’t just guide those delivering (or wanting to deliver) real financial planning; it’s also genuinely laug... more

    Apple Podcasts
    5
    Ryan Cotterell-Walsh
    United Kingdom4 months ago
  • Did someone say 6 out of 5 stars ⭐️⭐️⭐️⭐️⭐️⭐️

    As a financial planner, I should probably keep this professional, but The TRAP Podcast makes that difficult. It’s one of the rare financial podcasts that’s both educational and genuinely funny.

    You guys do a fantastic job promoting the real drivers of financial success: patience, discipline, and not doing anything daft when markets get exciting – well done!

    A must-listen for anyone who wants better financial outcomes—and a few laughs along the way. Keep up the good work lads!

    Jim Stapleton, E... more

    Apple Podcasts
    5
    Jim Stapo
    Ireland4 months ago
  • Thank you ❤️

    I was introduced to your podcast just under 3 months ago. Today I have officially listened to every single episode (that’s more than 1 episode a day on average).

    As a newly qualified IFA this has given me a massive boost in growing my client bank and giving the few clients I’ve got the best experience.

    I was fortunate enough to get one of the scholarship tickets for TRAP live. It was amazing meeting you four, along with other like minded people.

    I’ve still got so much more to learn, but this... more

    Apple Podcasts
    5
    Jonny Zimmermann
    United Kingdom4 months ago
  • Okay 3 or 2 stars out of 6

    Haven’t vanguard increased their charges. Will listen periodically

    Apple Podcasts
    3
    244593780
    United Kingdom5 months ago

Listeners Say

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

The show is an honest, no-nonsense voice in the industry and essential for new advisers.
Fans appreciate community feel and guest insights from practitioners and thinkers.
Educational, hilarious, and incredibly practical for real financial planning.
Listeners praise the hosts' irreverent banter and real-world guidance, making it a go-to for growth-minded advisers.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

99 - COLIN LAWSON: Maintaining Equilibrium When Scaling
Q: How does Equilibrium approach scaling while maintaining client service quality?
He outlines a 100-person team with a four-to-one power-planner ratio, a strong emphasis on staff retention, and a culture built around clear values, mission, and ongoing alignment across the organization to keep delivering better outcomes for clients.
93 - MADISON McCALL: At The Vanguard of Full Fat Financial Planning
Q: What changes has Vanguard made recently to Life Strategy, and what innovations do you see coming?
We lowered fees across Life Strategy from 22 to 20 basis points, adjusted the UK tilt, and introduced Life Strategy Global, which removes the UK bias for a fully global portfolio. We're also focusing on blended solutions that mix indexed and selective active components, supported by a broad Advisor Alpha research platform.
94 - MATT ABOUZEID - Institutional to Individual: Asset Management to Full Fat FP
Q: What are you doing to attract clients and where are you getting them from?
Matt explains they are six months in with a healthy client base largely through introductions and a focus on targeting business owners, emphasizing authenticity and personal connection over traditional marketing; growth relies on consistent service and leveraging a strong network.
92 - Star Fund Managers: Fairytales or Superheroes?
Q: What is the panel's stance on active fund management vs. indexing?
They argue that active management generally underperforms over time, advocate for diversified indexing or systematic approaches, and emphasize client education and planning rather than chasing star managers.
90 - BRETT DAVIDSON: The Financial Planning Wizard of Aus
Q: What do advisors keep getting wrong?
Davidson pointed out the misalignment of incentives and failure to separate servicing and new business advisory roles as significant mistakes.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
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?

The show centers on candid conversations about building and scaling financial advisory firms, with a strong emphasis on real-world lessons, culture, leadership, and the economics of growth. Episodes frequently explore topics like client-centric service at scale, staff retention, branding, technology adoption, and the tension between independence and consolidation in the advisory industry. AI, technology, and the changing landscape of fees and regulation regularly surface, often alongside practical tales from practitioners, live events, and sponsor updates. Noteworthy for its irreverent humor, clear advocacy for “full-fat” financial planning, and a tight-knit, globally engaged adviser community, the program is likely to appeal to listeners w... more

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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. The Plannex Podcast
4. Bulletproof Entrepreneur
5. Making Money

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

TRAP: The Real Adviser Podcast launched 4 years ago and published 109 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. Graham Foster
2. Adrian Pope
3. Keith Button
4. Colin Lawson
5. Morgan Housel
6. Rory Sutherland
7. Matt Abouzeid
8. Madison McCall

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