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Artwork for TRAP: The Real Adviser Podcast
Financial Planning
Investment Strategies
Financial Advisory
Market Volatility
Bitcoin
Artificial Intelligence
Retirement Planning
Investing
Client Relationships
Investment Strategy
Cryptocurrency
Personal Finance
Financial Advice
Behavioral Finance
Client Communication
Pensions
Financial Services
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 monthlyEpisodes111Founded4 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: Interview With Sonya Lennon

• TRAPist questio... 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: HSBC v AI: A Portent?

• TRAPist question from... 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: 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

Key Facts

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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 489 ratings
  • Gold dust for Advisers

    Long time listener first time reviewer! Fantastic podcast for the industry. Always entertaining and easy to listen to. Love the four different personalities and the perspectives they bring. Genuinely learn something from each listen. Keep it up lads.

    Apple Podcasts
    5
    Frutt0191
    United Kingdoma month ago
  • Six out of five stars

    Aways entertaining and always informative. As a younger adviser this podcast is a brilliant resource. Invaluable insight and wisdom that has a genuine impact on the way I work with clients and think about financial planning. I feel incredibly grateful to have access to such a wealth of knowledge and experience from some of the professions best. Thank you and keep up the great work.

    Apple Podcasts
    5
    Jamie4949
    United Kingdoma month ago
  • Well done lads

    Good conversation, plenty of banter and people who clearly care about our profession

    I listen at 1.5x speed which helps me put up with it and makes the banter sound even more enthusiastic and makes Andy’s jingle sound like a rock song(law should be to play it every episode)

    Having spent many years in the profession I’m listening more for the crack than for new ideas to take into the business, however thanks to Alan for mentions of afternoon and instinct, but that doesn’t diminish the value of w... more

    Apple Podcasts
    5
    Craig from Penguin
    United Kingdoma month ago
  • Brilliant body of work

    This has been, and continues to be, a fantastic resource for me as a young adviser (33M). I could ramble on, but I can’t really speak highly enough of these 4 lads, who have positively impacted my career to date, and the clients I look after. Having listened to every episode, I’d encourage advisers, both young and old to have a listen, if they haven’t already. Keep up the good work!

    Apple Podcasts
    5
    AshleyWright0010
    United Kingdoma month ago
  • Laugh & Learn

    Listen, the intro is a bit weird but the content is fantastic. The guys are down to earth, honest and hilarious at times. I laugh a lot and learn a lot from the show and have become a true fan who appreciates this podcast massively.

    Apple Podcasts
    5
    Adrian001100
    United Kingdoma month 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.

108 - HSBC v AI: A Portent?
Q: Isn't it a big risk having everything in one place? All my pensions, ISAs, GIAs on the one platform. What if something bad happens to that platform?
The hosts say platform assets are generally held separately from the platform's own assets, and another provider may take over administration if a platform fails. They also acknowledge that the detailed recovery process can be difficult to establish and advise explaining the protections clearly to clients.
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.

Audience Metrics

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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. This is Money Podcast

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

TRAP: The Real Adviser Podcast launched 4 years ago and published 111 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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