Podcast to update our clients
Paul Dixon, a chartered financial planner for Belfast-based Census Financial Planning, records a weekly update to keep the firm’s customers up to date with what has been happening in the financial industry and writes a blog that is uploaded on to websites and platforms
Monday mornings are always hard after having a jam-packed weekend of activities with my family, but after a strong cup of caffeine my working week begins.
Mondays always start with Census’s weekly adviser meeting. This meeting is all about reviewing the business that has been submitted the previous week, discussing our pipeline for the coming week and letting the administration team know what to expect during the week.
After the meeting I record our weekly podcast. Our podcast is a summary of what has been happening in the financial industry, and I really believe it is a great way for us to communicate with our clients and keep them abreast of all the goings on in the financial sector.
My afternoon is spent with my personal assistant, Gail, tidying up paperwork on client files and answering any queries she has in relation to any of my cases.
I usually leave the office around 5.30pm as I want to get home and spend some time with my family, catching up with them and hearing about their day. Monday nights always mean an early night.
My mode of transport into the office is slightly different on a Tuesday. It is not as comfortable, it is certainly more exhausting but it is definitely more enjoyable - a bicyce. It usually takes me an hour to cycle from my house but I make sure I am in the office by 9am, showered, suited and booted and ready for my day’s work.
I have client meetings all morning. One client in particular starts things off nicely – an elderly couple from Belfast who want to increase their income in retirement through a lump-sum investment.
After lunch, which usually involves me making a short trip to Tesco with numerous lists of requests from the administration team, I meet with our business development team. We discuss current and potential business introducers. One in particular catches my eye. An air-conditioning company which needs to meet with an adviser to discuss shareholder protection. I think I might be the man for the job.
I meet with Tracy, my paraplanner, at 9am as I want to go through some cases with her that I am currently working on, making sure she has requested the correct documentation and that she is happy with everything we have going on. The remainder of my morning is spent catching up on emails and telephone calls.
Most of my afternoon is spent meeting with a client of mine, a printing company in Limavady. Representatives of the firm want to discuss new employees joining the current pension scheme, and I am happy to enlighten them. It is great to see businesses expanding and increasing their staff, especially in this current economic climate.
Wednesday night is spent taking my three boys to their judo and swimming classes. It never ceases to amaze me the amount of energy they still have after a full day at school. Where do they get it from?