Diary of an adviser  

Diary of an Adviser: Taylor Beavis

Diary of an Adviser: Taylor Beavis

Emails, reading and diverse client conversations form the basis of this IFA’s week.

Monday

I started my day today checking over emails, as I do first thing every morning.

After that I have to make a few client calls relating to ongoing client work.

Coronavirus has caused providers to slow up, giving me and my admin assistant much more work day to day.

In the afternoon, I have a session with my business coach and work on my businesses and the vision for them.

I try to spend evenings reading articles from a wide range of non-fiction books. I love them. A great one at the moment is the visual MBA book.

Tuesday

Again, I start the day by checking my emails. After that I go for a 45-minute run.

I have several ad-hoc client reviews to complete today and sign off before we send the information to clients.

I have a call booked in with a lady who feels she has buried her head in the sand with her finances, and we spend a good hour sorting through her current situation.

I finish the day finalising emails and responding to clients.

So far, my clients have been so supportive of the transition to a more remote way of working.

My evening is spent reading a little more and relaxing with my partner and our little dog.

Wednesday

Again I started with a blast through my emails.

Today, I have a call with a new client that has been referred by an accountant.

It is a lady wanting to track down some old pensions and review the ones she already knows about. Our call is over Zoom and lasts around 40 minutes.

Later in the afternoon I have an online coaching/networking call with my business mentoring group.

Thursday

Up early today to start with a 5km run.

On my return, I have my familiar cuppa and get to work, firstly, looking through emails.

After that, I have back-to-back calls with providers and clients, which sprang out of nowhere.

In the afternoon I am on mission ‘catch-up’ and get to work finalising the reviews and new business from earlier in the week.

Later on, I have a call with a client in retirement who wants to redo a cash flow modelling scenario, so we go through this together.

This is the most valuable part of the process for many near or at retirement.

We remodel his cash flow planning and see if it has an impact on his future lifestyle.

In the evening, I take part in an all-too-familiar quiz night over Zoom.

Friday

I start the day again with emails, but I try and keep Fridays open for new ideas, improvements to process and adding value to existing clients.

I finish Friday off by replying to any remaining emails and stop for the weekend.