week in the life of an IFA
By , 5 Feb 15
After a hectic weekend…
After a hectic weekend of grandchildren visiting, it’s back to normality. However, that’s one of the best things about being an IFA; there is no such thing as normality with everyday being totally different to the last.
I was up at 7.00am to clear some e-mails (mostly market updates), but a client sent an e-mail with about 15 fund trades, so I had to cancel my first meeting in the city with the broker rep from the Pru as the trades take priority.
Next, it was on to defrosting the car to drop my wife off to work for 8.45am then back home to get all these trades sorted.
12.00pm: a brisk 15 minute walk to catch the 12.28pm train from Thorpe Bay to Fenchurch Street.
Then a 1.30pm meeting with another IFA from Berkshire to discuss my potential presentation to a group of around 20 Berkshire IFA’s in April regarding an on-line guided advice service proposition we are developing.
Finally, I finished off with a meeting at one of the UK’s leading D2C platforms to discuss the same.
Get home at 6.30pm, and guess what? I cleared some more e-mails! Also called an existing client to book a review for next week.
