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Financial Planning
Financial Advisory
Investment Strategies
Awards Industry
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Wealth Transfer
Intergenerational Wealth
Financial Services
Client Relationships
Baby Boomers
Retirement Planning
Estate Planning
Pensions
Artificial Intelligence
Personal Finance
Client Perception
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Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.

PublishesTwice monthlyEpisodes94Founded3 years ago
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InvestingBusinessEntrepreneurship

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Artwork for TRAP: The Real Adviser Podcast

Latest Episodes

TRAP LIVE26 tickets on sale here: www.therealadviserpodcast.com/

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: Star Fund Managers: Fairytales or Superheroes

• TRAPist question from Sean Lowson: Li... more

TRAP LIVE26 tickets on sale here: www.therealadviserpodcast.com/

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: Rohit Vaish from Saturn on AI in financial services

• TRAPist question from Chris Ray... more

TRAP LIVE26 tickets on sale here: www.therealadviserpodcast.com/

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: The Financial Planning Wizard of Aus

• TRAPist question from Patrick Duggan

• Culture... more

TRAP LIVE26 tickets on sale here: www.therealadviserpodcast.com/

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits

• Meat and Potatoes: Interview with Fundment CEO and founder, Ola Abdul

• TRAPist question from Wilson R

... more

Key Facts

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Recent Guests

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?
Brett Davidson
A leading figure in financial planning, with a focus on helping firms grow and succeed.
FP Advance
Episode: 90 - BRETT DAVIDSON: The Financial Planning Wizard of Aus
Ola Abdul
Founder and CEO of Fundment
Fundment
Episode: 89 - OLA ABDUL: Fundment Fundamentals
Pete Matthew
Financial commentator and advisor
Episode: 86 - The Big Lessons of 2025 (with special guest Pete Matthew)
Paul Armson
Financial advisor and lifestyle planning expert
Inspiring Advisors
Episode: 84 - PAUL ARMSON: Mr Marmite!
Cathi Harrison
CEO of Verve
Verve
Episode: 80 - CATHI HARRISON: 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

Hosts

Lick Ninkan
Host and influential voice in financial advisory discussions, bringing humor and industry insights.
Nick Lincoln
Co-host and pivotal figure in engaging conversations about finance.
Andy Ultra Heart
Co-host and trusted advisor, known for his knowledge in financial planning.
Alan Smith
Co-host and storyteller, sharing personal and professional insights in finance.

Reviews

4.8 out of 5 stars from 462 ratings
  • 7 out of 5 stars - a long overdue review

    As a financial advisor in the Wild, Wild East of Singapore, where commission, kickbacks and product-selling lives on in full force, this outstanding podcast is a lifeline to the very few who do real financial planning and has even inspired us to create our own band of merry men (and woman) to exchange ideas and help rescue as many as we can from the evil clutches of the commission hunters. Thank you for giving so much of your time, wisdom and banter - you are making a difference not just at home... more

    Apple Podcasts
    5
    JacxMcQ
    United Kingdoma month ago
  • Invaluable insights

    As a ‘career changer’ to financial advice, the knowledge, insights and expertise shared by each of the hosts has been invaluable. This podcast has certainly accelerated my own learning and hopefully helped avoid a few pitfalls along the way. I also had the pleasure to meet Nick at PFS Future Vision 2026 (who prompted this review!) and I look forward to meeting the rest at TRAP Live. Keep up the good work guys. Thanks

    Apple Podcasts
    5
    Mat Spence
    United Kingdoma month ago
  • GP Mantini

    I don’t think there is a Better source of long term relatable professional

    And personal development for the UK advisor community. encouraging and irreverent banter to boot. Keep up the good work!

    Can I get a free TRAP live ticket now?🤪

    Apple Podcasts
    5
    GPM IFA
    United Kingdom2 months ago
  • Great guidance for financial planners

    I’ve been listening to the TRAP pack for a few years now.

    This period has also represented my move from paraplanner to planner.

    The TRAP pack have been pivotal for me to “make the leap” to advising.

    Favourite TRAPPIST?

    Nick “no prisoners” Lincoln…

    Apple Podcasts
    5
    Chrispedals
    United Kingdom2 months ago
  • Authentic & Accurate

    I’ve been listening to TRAP for the best part of two years now, and it’s genuinely got me through countless long drives to client meetings and periods where I wasn’t entirely sure where I was heading in this brilliant profession.

    I briefly spoke with Alan towards the end of 2023 about a career decision, and he mentioned listening to TRAP. From that point on, it became a constant. I can confidently say the four gents have played a real part in shaping my career, helping me move from being a rest... more

    Apple Podcasts
    5
    CompoundChris
    United Kingdom2 months ago

Listeners Say

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

Reviews note that this is essential listening for financial advisors, particularly those early in their careers.
There are mixed feelings about certain political discussions, with some finding them irrelevant or off-putting.
Comments highlight the value of practical insights and personal anecdotes shared by the hosts.
Some listeners appreciate the candid and irreverent style of discussions among the hosts.
Listeners praise the show for its engaging and humorous take on serious financial topics.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
90 - BRETT DAVIDSON: The Financial Planning Wizard of Aus
Q: What firms do you see being in the most trouble?
Davidson noted that firms that fail to build strong teams and those that sell out due to inability to grow are typically in trouble.
90 - BRETT DAVIDSON: The Financial Planning Wizard of Aus
Q: What are the big themes today in terms of what's the current market?
Brett Davidson highlighted the ongoing opportunities for independently owned firms to scale and make a significant impact in financial planning.
91 - ROHIT VAISH FROM SATURN: AI: Revolution or Ruin for Financial Planning?
Q: What's your advice to somebody who's definitely very early stages recognize that there's a technological revolution happening, but doesn't quite know at this stage what the first step is that they should take?
Identify the core problem you're facing in providing an amazing client experience and look for market solutions to address that limiting factor.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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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 content explores the nuanced intersections of personal finance, investment strategies, and client relationships, particularly within the UK and Irish markets. Episodes frequently feature discussions on financial planning trends, investment insights, taxation, and regulatory changes, often highlighting real-world implications for advisors and clients. A notable aspect of the content is the blend of humor and candidness, which allows hosts to engage with serious topics while maintaining an approachable tone. This podcast seems particularly valuable for professionals in financial advisory, especially those interested in practical advice and shared experiences within the industry.

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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. Many Happy Returns
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 94 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. Rohit Vaish
2. Brett Davidson
3. Ola Abdul
4. Pete Matthew
5. Paul Armson
6. Cathi Harrison
7. Joe O'Connor
8. Rob Stevenson

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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