In this St Patrick’s Day Special latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including one IFA saving a client from a £450,000 fraud; the road to hell that is pension Lifestyling; the unbelievably rapid demise of the Vanguard advice experiment Meat and Potatoes: St James’s Place - a commercial behemoth. But at what cost? Questions posted by our beloved Trappists @RossTaylorFP @cianmetiscfp Culture Corner Li...
Mar 17, 2023•1 hr 28 min•Ep. 15
In this latest pile of TRAP, the Trap Pack discuss Three glowing reviews of the podcast, read by Andy in his inimitable style Topical issues, including positive feedback on the previous episode 13; the ridiculousness of fund risk ratings Meat and Potatoes: Why ambiguity is such an inherent part of real financial planning. And the Trap Pack’s top tips for newbies to this mighty profession. Questions posted by our beloved Trappists @joshgerstler @dirkgroeneveld @ComradesNic Culture Corner Links re...
Mar 03, 2023•1 hr 21 min•Ep. 14
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the PFS’s escalating legal bills; an as-yet-unnamed IFA with his/her/their fingers in the till; VCTs - good enough for Nick but not for clients; Value for Money Statements; our Trappist Six Nations meet and greet at The Royal Oak, Marylebone Three glowing reviews of the podcast, read by Andy in his inimitable style Meat and Potatoes: helping clients transition to the next stage whilst also looking after our own mental w...
Feb 17, 2023•1 hr 9 min•Ep. 13
****SLIGHT TECHNICAL ISSUES AT 50m AND 65m - STICK WITH IT!**** In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatness Three glowing reviews of the podcast, read by Andy in his inimitable style Meat and Potatoes: The Client Acquisition Process in great depth. Also: Client Surveys - good and bad experiences Questions posted by our beloved Trappi...
Feb 03, 2023•1 hr 13 min•Ep. 12
In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a Trappist Six Nations rugby shindig on 4th Feb - all Trappists welcome! Come meet the Trap Pack and inhale some of their greatness A glowing review of the podcast, incredibly mangled by Andy Meat and Potatoes: The Client Acquisition Process in great depth Questions posted by our beloved Trappists Dar, @JcolcloughFP, @MAPSinclair Culture Corner Links referred to in the show: “Midnight In Sicily” by Peter Robb: https://w...
Jan 20, 2023•1 hr 15 min•Ep. 11
In this latest pile of TRAP, the Trap Pack discuss topical issues, including the spat between the CII and PFS a discussion on the big regulatory elephant in the room: Consumer Duty a great question about fees from Devoted Trappist Dan Weston (@mcfplanning) questions posted by our beloved Trappists Chris Thompson and Martyn Sales Culture Corner Links referred to in the show: White Lotus Season Two - where to watch it: https://www.radiotimes.com/tv/drama/the-white-lotus-season-2-release-date/ Surr...
Jan 06, 2023•1 hr 15 min•Ep. 10
In this TRAP Christmas Special, the Trap Pack devote an entire show to answering questions from our beloved Trappists. On that note: the Pack would like to say a big “ thank you ” to all our dear Trappists who have made the show a success to date. We have plans to develop the show further and can only do it with the boost to our egos your feedback and support give us. We wish all of you a very Happy Christmas and hope you smash 2023! And please keep sharing TRAP with your peers and colleagues. N...
Dec 23, 2022•1 hr 2 min•Ep. 9
In this latest pile of TRAP, the chaps discuss Which coaches and external influences have had the most impact on our development as financial planners/people Business planning for the next 12 months: who does this and why? The Trap Pack answers questions from our beloved Trappists @gp_mantini and Ben F Culture Corner Links referred to in the show: Artificial Intelligence: ChatGPT: Optimizing Language Models for Dialogue The Godfather, Mario Puzo: https://www.amazon.co.uk/Godfather-Mario-Puzo-ebo...
Dec 09, 2022•1 hr 5 min•Ep. 8
In this latest pile of TRAP, the chaps discuss Examples of real financial planning and how it transforms people’s lives FTX and Scam Bankrupt-Fraud The TRAP team answers questions from our beloved Trappists @Aron Gunningham and @JoshuaBromilow Culture Corner Links referred to in the show: Spoof Larry David February 2022 advert for Sam Bankman-Fried’s FTX fraud, with over 11M views: https://www.youtube.com/watch?v=noekVG8XLQI Citymapper app: https://citymapper.com/?lang=en High-Performance Podcas...
Nov 25, 2022•1 hr 8 min•Ep. 7
In this latest pile of TRAP, the chaps discuss The pros and cons of the solo adviser v intentionally growing a practice The TRAP team answers questions from our beloved Trappists @SeanBanksFP and @Andy_Reynolds Culture Corner And be sure to listen to the end, when nothing much happens. Links referred to in the show: The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It https://amzn.eu/d/fCdI6Av Charles Schwab Business Breakdown podcast: https://podcasts.apple.com/gb/...
Nov 11, 2022•1 hr 3 min•Ep. 6
In this latest pile of TRAP, the chaps discuss The passing of Ian Taylor, truly a visionary South African shenanigans with Andy and Nick Carl talks about the common phenomenon of Imposter Syndrome Andy talks about Beauty Parades The TRAP team answers questions from our beloved Trappists Sam B and Will S Culture Corner And be sure to listen to the end, when nothing much happens. Links referred to in the show: Jordan Peterson’s “Essay” software, a browser-based word processor package to help you w...
Oct 28, 2022•1 hr 8 min•Ep. 5
In this latest pile of TRAP, the chaps discuss Andy leads off with a recap of the annual CISI shindig in Liverpool and a discussion on what are the aspects of the ideal client profile Nick recounts his lessons from the latest Nick Murray Behavioural Investment Conference, “This Is A Football” Alan talks (forever) on Mastermind Groups and the Ideas Exchange, a Chatham House group he has belonged to for the best part of 20 years. The TRAP team answers questions from our beloved Trappists @WomenFin...
Oct 14, 2022•1 hr 4 min•Ep. 4
In this latest pile of TRAP, the chaps discuss The bond market tumult and how we’re dealing with our client's behaviours during this time. The TRAP team answers questions from our beloved Twitter Trappists @JamesMaston88 and @JoshuaBromilow Culture Corner And be sure to listen to the end, when nothing much happens. The links referred to in the show are here: Financial Advisor (sic) Success podcast with Micheal Kitces Ep300: The Evolution Of The Advice Business At Scale And The True Power Of Bran...
Oct 07, 2022•1 hr 3 min•Ep. 3
In this latest pile of TRAP, the chaps discuss: The UK’s Not-A-Budget Commission shenanigans in Ireland The Onboarding Process/Welcome Meetings Model Portfolio Services (MPS) - What is their point and is Blackrock entering this area a big thing or not? Culture Corner And be sure to listen to the end, when nothing much happens. The links referred to in the show are here: A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust Watch Get Smart With Money | Netflix ...
Oct 07, 2022•1 hr 1 min•Ep. 2
In this latest pile of TRAP, the chaps discuss: Carl's Big Event; The importance of Showing Your Work How difficult it can be to remain Present and In The Moment And be sure to listen to the end, when nothing much happens. ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So...
Oct 07, 2022•1 hr•Ep. 1
============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here . Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast ....
Oct 03, 2022•8 min0
